Available for
- Roles: Administrator
- Plans: Starter, Premium, On demand
A team allows you to group multiple users together to simplify task and maintenance plan assignment.
Creating a team from the Teams menu
- Go to the Teams menu.
- Click Create a team.
A window opens with the following fields:
- Team name (required): distinguishes teams from one another.
- Description (optional): defines the scope or purpose of the team.
- Colleagues (optional): users who are members of the team.
- Tags (optional): help clarify the team’s scope.
It is possible to create an empty team. Members can be added later.
Converting a user group into a team
If users already share the same tag, there is no need to add them one by one.
When creating the team:
- In the Colleagues section, select the corresponding tag.
- Click Add.
All users associated with that tag are automatically added to the team.
Creating a team from a task or a maintenance plan
A team can also be created directly from a task or a maintenance plan.
When adding users, a panel opens on the right side of the screen. You can:
- select users individually;
- choose one or more existing teams;
- or create a new team without leaving the page.
The newly created team is automatically assigned to the related task or maintenance plan.