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DocumentationWorkfrontWorkfront Guide

Create a team

Last update: Tue Oct 22 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

When you create a team you become the Team Owner, by default.

You can view Team Owners for all the teams when you create a report for Teams and include the Owner Name field in your report. (For more information about creating a report, see Create a custom report.)

For information on how an ÃÛ¶¹ÊÓƵ Workfront administrator can create a team from the Setup area, see Create a team from the Setup area.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

table 0-row-2 1-row-2 layout-auto html-authored no-header
ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

or

Current: Plan

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create a team

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Teams.

  2. Click the Switch Teams icon Switch team icon , then click Create New Team.

    Select Create new team.

  3. In the New Team box that displays, enter the following information:

    • Team Name: Type a name for the new team.

    • Group: If you want to assign the team to an associated group, start typing the name of the group, then select the name when it appears.

      You can make sure you are associating the right group with the team by hovering over it and clicking the information icon that displays next to it. This displays a tooltip listing information about the group, such as the hierarchy of groups above it and its administrators.

      note note
      NOTE
      When a team is assigned to a group or subgroup, any group administrators of that group or subgroup can manage the team without being a member of it. Group administrators can go to the Teams area from the Main Menu and click the Switch Teams arrow Switch team icon to list all of the teams that are assigned to the groups that they manage.

    • This is an Agile Team: Select this option if you want to configure this new team to be an agile team.

      For more information about agile teams, see Create an agile team.

    • Team Members: Begin typing the name of a user to add to the team, then select the name when it appears in the drop-down list.

      Repeat this process to add multiple users to the team.

      There is no limit for how many users you can add to a team. However, we recommend to not have an excessively high number of users in one team, as your work management might become too complex for these teams.

    • Description: Type a description for the team.

      The description displays on the top right of the Teams area when the team is selected.

      note note
      NOTE
      If the description is long, you can click it to display the full description in a pop-up. If you have access to edit the team settings, you can also edit the description directly in the pop-up.

  4. Click Create.

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