Teams

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Navigation:  Projects >

Teams

Create a Team from the button on the top right corner.

 

Create Team

 

Choose a unique name that all users can utilize. Select Add.

 

Create Team 1

 

The planner/user that created the Team will automatically become the Leader.

 

Create Team 2

 

Add Team Members as required, but it is advised to add an Approver and an Installer; at the least.

The options for user Project Roles is either Leader, Member or a Viewer.

A Leader can edit details on the project, a Member can add and delete tasks, and a Viewer is read only.

 

Create Team Add member

 

Create Team 3

 

The Project can now be created, and the team is ready to start designing the plan.

Team members can be added at any time, and their roles modified.