Add and Edit Teams

• Add a Team
• Remove a Team

Add a Team

As an admin of the Workspace, you are able to add, edit, or remove Teams so that Tasks can be assigned to the correct groups of users. You can do this through the Team Wizard or through the Control Center, which also launches the Wizard.

Figure 1. Edit the Team Settings in the Control Center.

1. Click on the three-dot menu in the Plan Settings Bar in the top center of the Pull Plan
   
   
2. Click on Team Settings in the dropdown menu
   
   
3. Once the Control Center is open, click on the Add Team button
   
   
4. In the Wizard, type in your desired Team Names, separated by commas, and click the Next button
5. Click on the pen icon on the right side of each Team to continue editing
   
   
6. Click on the Color field to choose a distinct color for the team
   
   
7. Type in the Name field and also add your preferred four-character or less Short Name for the Team
   
   
8. If you plan on tracking crew size, add the maximum amount of team members that will be present during the project in the crew size field
   
   
9. Add a link (optional)
   
   
10. Add a description (optional)
    
    
11. Click the Create button

You can return to this screen at any time either through the Control Center, the Plan Settings Bar, or the plus button on the Toolbar. 

Admins of a Workspace are also able to add a new Team directly in the Task Editor by scrolling to the bottom of the list and clicking on + New Team. 

Figure 2. Add a new team directly in the task Editor.

Remove a Team

If you want to remove a Team so you can no longer assign them Tasks but still keep the historical information, you are able to remove Teams (and restore them if you change your mind).

Figure 3. Remove Teams.

1. Click on the three-dot menu in the Plan Settings Bar in the top center of the Pull Plan
   
   
2. Click on Team Settings in the dropdown menu
   
   
3. Once the Control Center is open, click on the checkbox to the left of the Team name you want to remove
   
   
4. Click on the Remove button that appears on the bottom right

Remember that once you remove the Team, you will not be able to assign them new Tasks, but this will not affect any of the information already existing in the Workspace. 

To restore a Team:

1. Return to the Team Settings window through either the Plan Settings Bar or the Control Center
   
   
2. Click on the eye-shaped icon on the top right corner to show the previously-removed Teams
   
   
3. Click on the checkbox(es) of the Team(s) you want to restore
   
   
4. Click the Restore button

Figure 4. Restore Teams.

As an admin, you are also able to toggle Teams a mandatory or optional field when creating Tasks in a Workspace through the Control Center. Click on this link to review what other options you have available in the Control Center. 

Figure 5. Make "Team" field on Tasks mandatory.