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How to Create a Team

A step by step guide on how to create a Team

Oz Osbaldeston avatar
Written by Oz Osbaldeston
Updated over 2 weeks ago

Creating teams allows you to organise users and projects more effectively. While an initial team is automatically created when you first set up your account, you can easily create additional teams tailored to specific needs.

The first thing to note is that you need to have the correct permissions to create a team. Only Organisation Administrators can create a team and subsequently add users to that team. See here for more information on different permissions.

Steps to Create a Team:

  1. Navigate to Organisation Settings

  2. Click on Teams, then select Create Team to start building your new team.

  3. Name Your Team: Choose a name for the team that reflects its purpose or project.

  4. Add a Description: Provide a brief description of the team so others in your organisation understand its function. This helps clarify the team's purpose to anyone browsing the list of teams.

5. Once created, you will then see it in your list of existing teams.

6. Select the team you have just created.

7. You will see a list of any Organisation Administrators already added into this team as they are by default, a member of every team in the organisation.

8. You can now select the button Add Team Member to start adding users to this new team.

Important Note:

Only users with the correct permissions can create teams. If you don’t have the necessary permissions, you won’t see the option to create a team.

While an initial team is automatically created for you when setting up your account, it’s a good idea to edit or add teams based on your specific needs and projects. Creating teams ensures efficient collaboration and clear project organisation.

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