Team Management Process

This document provides a comprehensive overview of how to create, edit, and assign tasks to teams within the system. By following these steps, you can efficiently manage teams and optimize task allocation.

Step 1

To create, edit, or assign tasks to a team, navigate to the activity section. Select the desired activity or task for reassignment. Click the assign button, and choose between a user or a team. You can search for existing teams within the system.

Step 2

Alternatively, you can create a new team at this point. Enter the team name and assign it to a business unit, which will typically be the standard business unit, the admin.

Step 3

Assign yourself as the admin and set the ownership. Save the changes, and then proceed to add existing team members to join this team.

Step 4

Add members, including yourself, to the team. You can then view the list of teams you are a part of by accessing your user account.

Step 5

Separate teams can be modified or changed as necessary. On your user account, you will see the teams you are already affiliated with. When assigning or changing tasks, you can directly allocate them to the desired team.

Step 6

Distinguish between a team and a user by the logo beside it; teams have a logo depicting multiple users. You can search for various team types or conduct a comprehensive search to display all available options, including closed accounts.

Step 7

Thank you for reviewing this process.