What are Teams and How Are Teams Managed?

Teams are groups of Users you create, based on your Organization's needs. For example, you could have a Sales Team, a Research Team, and a Legal Team.

Teams allow you to assign Questions and Project Reviews to groups of Users, ensuring the best person takes action, even when it may be unclear who should be responsible. If you’re unsure of who would be able to take the lead on a Section or Project Entry, consider assigning a Team to complete them.

You can create and edit Teams in the Admin Panel from Admin > Teams.

How Do I Create a Team?

To create a new Team:

1. Click on Admin
2. Click on the Teams tab
3. Click Add Team
4. Enter the Team name and a description
   

How Do I Add Users to a Team?

Users can be added to multiple Teams. Creating focused groups of Users will enable you to target exactly who should be responsible for each Entry.

To add Users to an existing Team:

1. Click into a Team
2. Click Add Users to search for any additional people that belong on that Team

Completing Project Entries as a Team

You have the ability to assign Project Entries to a Team, giving any user that is part of the Team the ability to answer and submit the answer to Project questions.

Assign Project Entries to a Team:

1. In bulk by clicking Assign Section
   
2. In bulk by selecting multiple Entries then clicking on Assign Entries from the X Entries Selected drop-down
   
3. Individually, by clicking Assign Person on a Project Entry

1. Choose the desired "Assign" option, then within the box that appears, search for the Team you want to assign. Searching a Team name will also display all the members that belong to that team
   
2. The assigned Team will receive an email notifying them that their Team has Questions to answer
   
3. Once a User logs in, they have the ability to claim any Questions to which their Team is assigned by clicking the Claim Assignment button.
   
4. Once a User claims a Question, they become the sole Assignee who is responsible for editing and submitting their Answer
   
   Once an Entry is claimed, only a Project Admin will be able to unassign or reassign that Entry