Save time: Create your teams structure including contacts in your team template and import it with every project creation in the future.
To view and edit the team structure,
you must be created as administrator in your company.
Soon you will be able to find the training video for the article here.
Click Path:
- Workspace Company > Setup > Teams
- Add new teams via "+ New".
- You can drag and drop your employees and collaborators from the contact column (far left) into the appropriate teams
- Individual groups can be edited using the three dots next to the group name
- You can change the order of the groups using the "Edit" button at the top right.
- With the advanced project creation, you can select the teams from your template to be added to the project. If you want individual groups to always be selected when you create a project and cannot be deselected, click the three dots next to the group name and then click Lock
- Note: If you have already created many contacts, you can use the search function in the upper right corner.