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. 

Figure 1. 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. Click on the Color field to choose a distinct color for the team
   
   
5. Type in the Team name in the Name field (take note that the first four characters of the name will appear as the abbreviation on Tasks, so be strategic)
   
   
6. 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
   
   
7. Add a link (optional)
   
   
8. Add a description (optional)
   
   
9. Click the Create button

You can return to this screen at any time and adjust these settings by clicking on the Pencil icon to the right of the existing Team you want to modify.

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.