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).
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 Teams section, click Add Team.
- Type a Team Name in the box.
- Select any users to add.
- Click Save.
How to Deactivate a Team
Once a team is added, it cannot be deleted. However, you can set the team to Inactive.
- Click on the Pencil icon.
- Toggle the team off.
- Click Save.
How to Add a User to a Team
- To add a user to a team, click on the pencil icon.
- Select the user by clicking the checkbox.
You can remove a user by unchecking the box next to their name.
- Click Save.