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Create user groups with Teams
Create user groups with Teams

How to create groups of people that you can assign to tasks

R
Written by Rachel
Updated over 2 years ago

Use Teams to easily create groups of people that you can assign to tasks. For example, lets say you don't know which individual on the intake team to assign a task to. You could create a team called Intake, then assign tasks to the whole team. Everyone will be notified and have visibility to the team tasks and individuals can assign the task to themselves to work.

Create a Team

To create a Team:

  1. Go to Management / Users.

  2. Select Teams.

  3. Click Create Team.

  4. Here you can name your team, upload a team image and add team tags.

  5. Click create, and now you can add members to your team by clicking the +Add Members.

  6. Search by teammate, location or user tags to add users to the team.

You are all set to begin assigning tasks to this team.

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