3.4 Create and Manage Teams

Overview

Teams allow you to group members by department, function, or responsibility. Teams are useful for issue assignment, work monitoring, and reporting.

Before you start

Members should already be invited.

Steps

1. Go to Settings.

2. Open Team.

3. Click Create New Team.

4. Enter the team name.

5. Add members to the team.

6. Save the team.

Examples of teams

• Maintenance Team

• Cleaning Team

• Security Team

• Facility Management Team

• Contractor Team

Tips

• Use clear team names.

• Keep team membership updated.

• Use teams together with assignment rules to route issues automatically.