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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

This video is outdated and is due to be reviewed soon.

Create a Team 

  1. From your Workspace Dashboard click on the left sidebar and then click Manage Workspace
  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.

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