People ManagementBuilding and Saving Teams

Creating a Team
Creating a Team

You can create a team from one of three places:

  1. From the Team List page.
  2. From within the People List.
  3. Or from the Find Skilled People process.

Creating an Empty Team

Clicking the New Team button will allow you to create a new empty team.

Creating a new team is simple: just give the team a unique name and, optionally, a description.

If the team is going to be organised for a limited time task you may also expand the Restrict team life span box. By giving the team a "Due Date" you can also optionally select to automatically delete this team when this date is reached. This can be useful for cleaning up short-lived teams.

Creating a Team from Selected People

Select one or more people from the People List or Find Skill People process, and click the Add to Team menu item to open the Add to Team window. You are given the option to either create a new team, or to add the people to an existing team.

Creating a Team from Selected People
Creating a Team from Selected People

Add to an Existing Team

Adding Members to an Existing Team
Adding Members to an Existing Team

Alternatively, select an existing team if you want to add new members to a team you have creating previously. A list box with possible teams is shown for you to select from.

Once completed, click the Save Changes button to create or modify the selected team and add the selected people as members.