To get a new team set up in your account you just need to go through 2 steps: creating the team and adding people to it.

Remember: Only AFTER you have added users to your team(s) will you be able to assign them Rocks, To-do's and Issues on that team.

1. Create a Team

Visit Settings > TEAMS. Click Create Team, enter a team name and press ADD.

Selecting Project means it will have the full functions of a team, but no V/TO™. Learn more about SLT and Project Teams.

2. Add Team Members

To add some teammates to the team you created, click on the team and select ADD TEAM MEMBER. Don't forget to add yourself!

You can also invite new users to the new team by clicking the Invite User button. 

The second option is to go to the Users tab and select which teams you would like them to be on using the drop down next to individual names.

NOTE: You need to invite a user before you will see them on this list.


Add Content to your New Team

Now that you have created your team and put people on it, you are ready to assign those users Rocks, to-do's and issues!


Don't forget: Each user has a role in the account.  You can only update roles on the USERS tab, not Teams.

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