Create a new team & view its details

Create teams to organize staff into structured groups, making it easier to manage collaboration, assignments, and visibility across the platform.

📝Overview

Purpose

Create new projects in the platform for a centralized view to track work and progress

Who is this for

PMOs and Leads responsible for initiating projects
Admins or users with permissions to manage projects

Pre‑requisites

Knowledge of organization's project details

Permissions required

Manage access to the Projects module

📹Demo walkthrough

💭How‑to guide

Step 1: Open the +Add new team window

Click the '+ Add new team' button on the upper right corner of the screen
This will open a dialog box to input all necessary team information

Step 2: Fill in your team informatio

Complete the required fields with '*' and/or any relevant optional fields and click 'Next' to proceed

✍️ Note: Custom fields allow capturing extra team information. Creating and managing them is covered in a separate guide under Admin.

Step 3: Select team members and assign a team lead

Choose the staff members to include in the team, once done, click on 'Next' and from the selected staff, assign a Team Lead.

💡 Tip: You can quickly locate the newly created project by using the Quick Search on the upper left or by scrolling through the project table list.

Step 4: Review team details and save

After selecting a Team Lead, click on 'Next' to review team details before saving.

Step 5: View team details

On the Teams table, click on the team name to open the detailed view. Here you can explore all relevant team information:

Details - project overview and status
Members - view all staff assigned to the team
Allocations - view staff assigned to the project and their roles/dates
Knowledge - relevant resources, documents, or notes attached to the project
Pulse - performance indicators for the project
Contributors - list of staff involved and their responsibilities
Activity logs - chronological record of updates and actions on the project

✍️ Note: Each tab is explained in more detail in separate guides in this Knowledge Base for easy reference.