Managing Your Teams
Each Organization can have one or more teams. This allows you to divide your organization into departments, units etc. If you work alone, you can create a Personal team (or a similar name). A team can have: members, templates and checklists.
For our hotel example, we can have the following teams: Front desk, Housekeeping, Marketing & Finance.
How to Add a team
Adding a team is simple: go to your organization page (from the top right menu select Organization) and click on the plus (+) sign next to New Team:
Give your team a name and hit Add.
How to manage your teams
To manage your teams, click on the Organization option from the top right menu:
You can edit your team name by clicking on the pencil icon next to the team name. You can also click on:
- Team name to view its runnable templates
- Templates to view the team templates
- Members to view and manage the team members