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.
Steps to Create a Team:
Go to Settings: Navigate to Settings on the platform.
Teams > Create Team: Click on Teams, then select Create Team to start building your new team.
Name Your Team: Choose a name for the team that reflects its purpose or project.
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.
Assign Users: Select and assign existing users to the team. You can manage team members from this section to ensure the right people are added.
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.