This article provides an overview of how an administrator creates a new team.
At times, organisations create new teams or change their hierarchy. As such, new teams will need to be created or removed.
To create a new team, follow the process below.
- Click on 'Teams' from the main menu.
- Search for the team that will become the 'Parent team' of your new team. For example, select the team that the new team will be reporting into.
- Click on the relevant team name.
- Click on 'Add Child Team' button as shown below.
- A pop up button will appear as shown below. You can select an existing team or create a brand new team.
- Click on the 'Create a new Child Team' button and complete the four levels of details including:
- Team Name
- Level: This dictates the cadence of team meetings for the team.
- 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.
- Once completed, the new team will appear under the 'Child Teams' section on your 'Information' tab as shown below.