How do I create a team?

Admins: Creating a New Team

Here is a step-by-step guide to creating a new team

1. Make sure you have admin permissions, you can check this by going to your profile. If you see admin listed there then you have admin permissions and are good to go!
2. Click admin to go into the admin panel
3. Go to Manage Teams
4. Click Add Team
5. Fill in the information required
6. Select Core or Project Team. Note a Core Team is a fixed team and is typically used as a hierarchical team (think everyone reporting to the same manager). The Core Team will show up in the users My Team section. The Core Team will also show in the managers Comfort Index view. Note Comfort Index is only available to those with a Leader license type. A Project Team is typically a cross-functional team and a user can be on multiple Project Teams simultaneously. Project Teams will show up in a users Project Teams section.
7. When selecting a Project Team you have an additional choice as whether to set the team as private or not. A private team will only be visible to the Team Admin, whereas a non-private team will be visible to all team members that are part of that project team.
8. In the case of both a Core Team and a Project Team the second screen is to add the members. For a Core Team you will need to select one or more managers. For a Project Team you will need to select a Team Admin.
9. Once the members have been added click save and the team will be created.