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2.4 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 – see 5.6 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  

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