This article provides an overview of how to create a new team.
Please be aware that the ability to create a new team is restricted to administrators only.
Organizations may regularly form new teams or adjust their current structures, which may require the addition or removal of teams.
How to create a new team?
- Click on 'Teams' from the Main Menu.
- Locate the team that will serve as the 'Parent team' for your new team. This is typically the team to which the new team will report.
- Click on the relevant team name.
- Click on 'Add Child Team' button as shown below. A pop up will appear with the option to either "Create a new child team" or Select from the drop down existing teams.
- Click "Create a new child team".
- A dialog box will appear prompting you to provide additional details.
- Complete the four levels of details including:
- Team Name, Click "Next"
- Level: This dictates the cadence of team meetings for the team.
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- Parent Team: Select the team you wish this team to report into (if you have added the team from the parent team, you can leave this blank)
- Leader: Select the team leader of the team if they already exist in the system
- Click on the 'Save' button.
- A confirmation message will briefly appear at the bottom of the screen indicating that the "Team Created" process was successful.
- After the process is finished, the newly created team will be listed in the 'Child Teams' section of your 'Information' tab, as illustrated below.
