Teams have been designed to enable organizations to better and more quickly organize, manage, assign, filter and report on Content Items, Campaigns and Tasks by groups of Users.

Teams and Team Leads can be created and configured by Admin users. Once a Team and Team Lead have been established, the Team Lead can manage the other Users within the Team.

Creating and Configuring a Team

  1. Go to Settings>Users>Teams

  2. Click Add Team

  3. Enter a unique name for your new Team

  4. Select Team Lead(s) and Team Member(s) from the User lists

  5. Click Save

Having created a Team, you can now:

Assigning a Team to a Workflow Stage

Filtering the Calendar or List views by Team

Filtering the Task List by Team

Archiving Teams

NOTE: Reporting by Team will be made available shortly as well.

Editing a Team

From the Team List in Settings>Users>Teams

  1. Click Actions for the Team you wish to edit

  2. Click Edit

  3. Adjust the Team Name, Add or Remove Lead(s) or User(s)

  4. Click Save

Admin Users and Team Leads (with User permissions) can also add or remove Team Lead Roles from Users and add or remove Users from Teams by editing an individual User.

Reach out to or click the chat button in the bottom right hand corner of the app if you have any questions about setting up or using Teams.

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