Teams are great for organising groups of people. You might want to organize people into different departments, office locations or delivery squats. 

On the planner, you can then filter people, project or the various charts by team.

Adding a Team

  1. Go to the Teams tab in the top level nav bar
  2. Click the + Add New Team button
  3. Enter the team name
  4. Select the team members (Note: each person can only belong to one team at a time)
  5. Click the Create button

Assigning a Person to a Team

It is optional to assign a person to a team. 

When you create a person:

  1. Click the Show other details button
  2. Use the drop-down menu to select a team
  3. Click the Create button

Each person can only be allocated to one team at a time, but you can change their team from either the People or Teams tab in the top level nav.

Changing Teams

From the People tab

1. Click the Details button for the person you want to change

2. Click the button

3. Select Edit Details

4. Using the drop-down menu, select the person’s new team or select -- No Team --

5. Click the Save button

From the Teams tab

1. Click the Details button for the team you want to edit

2. Click the button

3. Select Edit Details

4. Select the people to add to the team

5. Click the Save button

Still have questions? We’re happy to help!

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