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. From your Dashboard click View on the ‘Manage Workspace’ card
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