Manage Teams

Using the Team list view, you can create, edit, delete and view teams at the project level.

Create a parent team

As a project administrator, you can create a parent team at the root level, Project Teams.

1. Click TRACKERS from the Project Home menu.
2. On the left pane of the default list view, click TEAMS. All the teams in your project are displayed on the pane.
3. Select Project Teams and click NEW to create a new team. Alternatively, you can hover the mouse on Project Teams and click the Create Team button.
   
   The Create Team window is displayed.
   
4. Give a name and description to the new team.
   • The team name is a required field. You are allowed to enter a maximum of 64 characters including spaces.
   • No two teams on the same level in the Team tree hierarchy can have the same name within a project; however, a team can have the same name as that of a deleted team.
5. Add team members by selecting the users from the list displayed. Alternatively, you can search for specific users by typing the relevant alphabets and selecting from the list of matching names.
   • The user who creates a team becomes the team owner automatically.
   • A team member can be a part of more than one team.
6. Designate a team member as the team owner by hovering the mouse on the specific name and clicking the Team Owner button.
   
7. Click Create. A new team is created.

Create a sub team

A team can have many sub teams.

8. On the Team tree view, select the team for which you want to create a sub team and click NEW or hover your mouse on the specific team and click the Create Sub Team button.
   
   The Create Sub Team window is displayed.
9. Provide all the required information, and click Create. A sub team is created.

Delete a team

As a project administrator, you can delete any team from your project. If a team has sub teams (child teams), you can delete the parent team only after deleting all its child teams.

10. On the Team tree, hover your mouse on the team you want to delete and click the Delete Team button.
    

Edit a team

As a project administrator, you can edit any team in your project. Similarly, if you are a team owner, you can edit the team(s) for which you are the owner.

11. On the Team tree, hover your mouse on the team you want to edit and click the Edit Team button.
    
    The Edit Team window is displayed.
    
12. Make the required changes:
    • Edit the team name and description.
    • To add more team members, select the names from the list displayed.
    • To delete team members, hover the mouse on the specific name and click the Remove Member button.
      
    • To designate another team member as the team owner, hover the mouse on the specific name and click the Team Owner button.
      
      Note: As a team owner, you may decide to designate a different user as your team owner. In that case, once you update your changes, you will only be a team member and you will no longer have the permission to edit your team.
13. Click Save.

View team members

14. On the Team tree, hover your mouse on the team whose members you want to view and click the View Team Members button.
    
    The Team Members window is displayed.