Teams are made up of users (or a single user) with similar job tasks. Adding users to a team can ensure that if a team member goes on vacation or leaves the company, all cards, conversations, and tasks can still be assigned to different team members (based on assignment rules).
In this article, you will learn:
- How to add a new team.
- How to remove a team.
- How to add a user to a team.
How to Add a New Team
How is your company set up? Do you have departments, pods, or teams? It’s important to understand how you want to set up your list of teams as team names cannot be deleted once created (See How to Remove a Team below).
Team setup is found under Settings > Company Info & Team.
- In the Members section, for any user, click on the Pencil ✎ icon under the Actions Column.
- Scroll down to the Teams section.
- Click + Add Team.
- Type a Team Name in the box (double check that the spelling & team name is what you want. It cannot be edited later).
- Hit Enter on your keyboard. The team will be added to the list. Repeat for all teams.
How to Remove a Team
Once a team is added, it cannot be deleted. However, you can set the team to Inactive.
- Click the Pencil ✎ Icon to edit the user.
- Scroll down to Teams.
- Hover your pointer over the team until the Trash 🗑️ icon appears.
- Click on the Trash Icon to set the team to Inactive. Alternatively, to set a team to Active, click on the checkmark ✔️.
How to Add a User to a Team
To add a user to a team, edit the user in Company Info & Team.
- Under Teams, select the box ☑ for the applicable team(s).
- Click Save. The team will appear in the Team column for the user.
