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Table of Contents

Introduction

To start working with the  Objectives module and Board module, you need to allocate Teams first. In the Resources module, allocating teams is not required, although it is recommended as the module provides inbuilt Team-specific filters.

Info

If you plan to re-use your Team, you can create Global teams.

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Allocate teams

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Team inheritance 

Teams can be automatically inherited from the upper-level Boxes. Go to Administration > Box types > select a Box type by clicking on its name > Resources > Basic > "Auto-inherited upper-level teams" toggle switch set to active. 

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Use this option to create a new team.

  1. Click the plus "+" button at the top left

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  2. Select the "Create new team" from the drop-down menu and fill in the team information.

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  2. Fill in the information and click the "Create" button to confirm

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Duplicate a team

Use this option to create a team clone that you can further edit.Image Removed

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Assign an existing team

To add a team click "Assign existing team":Image Removed

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Select a team from the dropdown list:Image Removed

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Confirm the choice by clicking "Assign". Image Removed

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You can add:

  • teams from upper-level Boxes 

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  • teams from lower-level Boxes 

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Preconditions

If you want to allow users to manually add an upper/lower level team to a Box, make sure that the "Manually allocated teams" option in the Administration > Box Types > Resources > Basic is active:Image Removed

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