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Add & Manage Teams

  • Updated:

Teams can be used in the Item Timeline to send a message to multiple staff members at once. This is helpful when teams collaborate on an agenda item and all need to be notified of updates or requests. This article will show you how to add, edit, inactivate, and delete a team.

 

An example Item Timeline page with a message box and team comment.

 

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Not finding what you are looking for? View some additional resources.

 

Add a Team

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Teams tile
    The white, square Teams tile with a people icon on the Global Settings page.
  5. Click the New Team button
    The white, rectangular New Team button in the upper-right corner of the Teams section.
  6. Fill in the Add Team fields
    The information fields on the Add Team modal.
    • Team Name (required): Enter a name for the team
    • Members: Select members by clicking inside the Select Members field or by typing in members' usernames to search for them automatically
    • Active: Check the Active checkbox if you wish for the team to be active
      Note: When a team is inactive, it will be hidden within the system.
  7. Click the Add New Team button
    The green, rectangular Add New Team button in the lower-right corner of the Add Team modal.
  8. You can now view and edit your team in the Teams list
    The new example team at the bottom of the Teams list.

 

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Edit a Team

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Teams tile
    The white, square Teams tile with a people icon on the Global Settings page.
  5. Click the Edit tool (purple pencil icon) next to the team you wish to modify
    The Edit button to the right of an example team name.
  6. Update the Team Name field, if desired
    The Team Name field.
  7. Click the red X icon next to a member's name to remove that user from the team, if desired
    The red X icon to the right of an example member name.
  8. Click the empty text field next to existing team members and choose a username from the dropdown list to add a new member, if desired
    The text box within the Members field and its member dropdown.
  9. Check the Active checkbox to label the team as active, if desired
    The Activate checkbox.
    Note: When a team is inactive, it will be hidden within the system.
  10. Click the Save Changes button
    The green, rectangular Save Changes button in the lower-right corner of the Edit Team modal.
  11. You can now view your edited team in the Teams list
    The new example team at the bottom of the Teams list.

 

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Inactivate a Team

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Teams tile
    The white, square Teams tile with a people icon on the Global Settings page.
  5. Click the Active toggle switch next to the desired team to change the team from active to inactive
    A green and white, rectangular toggle in the Active column for an example team.
    Note: When a team is inactive, it will be hidden within the system.
  6. The team will now appear inactive in your Teams list
    An example inactive team in the Teams list.
    Note: You can also inactivate or activate a team using the Edit feature.

 

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Delete a Team

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User menu with the Settings option highlighted.
  3. Click the User and Global Settings tile
    The User and Global Settings tile with a three-person icon on the Site Settings page.
  4. Click the Teams tile
    The white, square Teams tile with a people icon on the Global Settings page.
  5. Click the Delete tool (red trash can icon) next to the team you wish to delete
    The Delete button to the right of an example team.
  6. Select the Delete Team button on the Delete Team popup that appears to confirm the deletion
    The red, rectangular Delete Team button on the Delete Team confirmation popup.
  7. The deleted team will no longer appear in the Teams list
    The updated Teams list with the example team deleted.

 

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