Manage Teams

Teams can be set up to group team members for various departments, units, projects or initiatives working on the same action plans. This allows you to: 

• – Automatically set the same permissions for all new Team Members 
• – Group similar plans for filtering

Create a Team 

1. 1. From your Workspace Dashboard click on the left sidebar and then click Manage Workspace
2. 2. Click Manage on the Manage Teams card, then click New Team to create a new Team. 

Manage a Team  

To manage a Team, click ‘Manage’ on the respective team’s card. Here you can: 

• – Update the Team name 
• – Remove the Team  
• – Add Members to the Team  
• – Add Plans to the Team

You can also add a user to a team through the Manage Members and Viewers card in Manage Workspace.  It is Workspace Managers and Admins who create and manage Teams. 

Filtering

You can filter Plans by teams, and in the Connections section, you can also filter by teams. The video demonstrates how to do this.