Creating Teams

Organizing your staff into teams is one good way to start managing your ChangeRequest. The Teams feature allows you to organize a pool of project managers, developers, designers, quality assurance specialists and any personnel into similar groups.

For example, your company’s software development force consists of 44 employees – 4 of which belong to the PM group while the remaining 40 are combination of programmers, designers, and quality assurance specialists. To put your company and your people’s work in order, you as the Project Manager (someone from the top management) came up with a plan of dividing the development force into teams (management team, programming team, design team and QA team), each having its own Team Lead.

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To create a team, do the following:

  1. Go to Settings > Accounts, Projects and Permissions > Teams. After doing this, a page will appear like the one shown here

    Note: Clicking on the Edit button will enable you to edit the information of an existing team.
  2. Click on the Add New Team button.
  3. In the Team Name box, type that name of team that you are creating.
  4. List the People that you want to be the members of the team. As you type the first letters of the member’s name in the box, the list of users that match your entry will appear. It is required that you enter an existing user in the system.
  5. List the Projects that this team will be handling. As you type the first letters of the project name in the box, the list of projects that match your entry will appear. It is required that you enter an existing project in the system.
  6. Click on the Save Team button.

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