Adding a Staff Team

Teams are used to help organize your staff into groups or to help with assignments. For example, if you use Workstream, staff can be assigned to a role in a project template based on the team they are assigned to. See Managing Roles for a Template for more information.

If team membership is limited to staff with certain staff attributesClosed Common characteristics that clients or staff are assigned, such as organizational units, types, classes, lines of business, or business codes., you can use filters on the Assigned Staff tab to quickly identify staff with those attributes. You can also assign individual staff to a team, regardless of the staff attributes on the Assigned Staff tab or on the Teams tab in the staff profile.

If there is already a team with similar characteristics to the team you want to create, you can copy the existing team's profile to use as the basis for the new team.

To add a staff team, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, click Staff Manager under Staff, and then click Teams on the Staff Manager navigation panel.
  2. Do any of the following:

    3. ClosedAdd a staff team.

    Display the team profile by doing one of the following:

    ClosedCopy an existing staff team.

    Select the team to copy in the Teams grid, and then do one of the following:

    • Click Copy in the Create group on the Home tab.
    • Right-click and select Copy from the menu.

    The team profile displays, containing the same information as the copied team, except the information on the General tab.

  3. Enter the team information on the General tab.
  4. Click Assigned Staff on the navigation panel.
  5. Select the staff to include or exclude from the team on the Assigned Staff tab.
  6. Click one of the ClosedSave buttons or cancel.