Creating teams is a quick and easy way to group people together by department, business unit, or functional area. Once a team is created you can add the team as a member or admin of plans or plan items, add teams as viewers of custom dashboards, use the Team Dashboard to see which projects your teams are involved in, and search across plans by Team using the MultiPlan View.
Does your Executive Team need to see a monthly report? Create an Executive Team and you’ll quickly be able to schedule a report to the entire team!
Do you have a Strategy Team that needs to edit and manage your plans? Create a Strategy Team to quickly add everyone as an admin to all plans.
Please note: Team members will need to be Full Access users in order to edit plans.
1. Make sure you are a User Manager.
2. Select the Admin menu then select the Teams option.
3. Click the + button located in the right-hand corner next to the search bar.
4. The Create Team modal will open. Input the following information:
- Team Name (Required)
- Supervising Team (Optional)
- Team Lead (Required)
- Members of your Team (Optional)
5. Click the ‘Create Team’ button in the bottom right-hand corner to create your new Team. The modal will close and your new team will appear in the Teams list.
Read this article to learn more about editing an existing team.