Teams

A team is a set of people who work together, across departments, with a manager. A goal can be set for a team.

Where

System › Setup › People › Teams

Who

Anyone allowed to see teams; + New team shows for those who may add one.

Make a team

Press + New team.

If you work in more than one company, choose the Company first with Change company: the people of that company are listed only then.

Type the Name.

Choose the Manager. The manager is told about the team's goals.

Choose the Members. Only people who work in this company can be chosen.

Press Save.

Read the list

The figures at the top count the Teams and the People in a team. Current teams and Archived teams switch between the teams in use and the ones put away. Each row shows the team, its manager and how many members it has, and its company too when the teams belong to more than one company. Edit changes a team; Archive puts it away without deleting it.

Teams: the two figures and the current teams

A team is not a role: what a person may do comes from their role.