Contents:
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Introduction
To Allocating teams is required to start working with the Objectives module and Board module, you need to allocate Teams first. In the Resources module, allocating the Objectives and Board modules. Allocating teams is not required in the Resources module, although it is recommended as the module provides inbuilt Teambuilt-in team-specific filters.
Allocate teams
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If you plan to re-use your Teamteam, you can create Global global teams. |
Allocate teams
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Team inheritance
Teams can be automatically inherited from the upper-level Boxes. boxes:
Go to Administration > Box types > select a
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box type by clicking on its name > Resources > Basic
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.
Enable the Auto-inherited upper-level teams
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toggle switch
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.
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Create
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new
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teams
Use this option to create a new team.
Click the plus "+" button at the top left.
Select the "Create new team" from the drop-down menu and fill in the team information.
Fill in the information and click the "Create" button to confirm
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.
Complete the team information:
Team name
Team code and color
Board
If you want a new team to be based on a Jira group, enable the Create team based on Jira group option.
Select a Jira Cloud group.
Complete the start date for the team membership.
When ready, click Create.
Create new teams based on Jira groups
Use this option to create a team clone that you can further edit.
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Assign an existing team
To add a team click "Assign existing team":
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Select a team from the dropdown list:
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Confirm the choice by clicking "Assign".
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new team based on a Jira Cloud group.
Click the plus button at the top left.
Select the Create new team based on Jira group from the drop-down menu.
Complete the team information:
Jira Cloud group
Team name
Team code and color
Board
Start date of the team membership
When ready, click Create.
Assign existing teams
Use this option to assign existing teams.
Click the plus button at the top left.
Select the Assign existing teams from the drop-down menu.
Select teams from the dropdown list. Use the search box to find teams faster. You can assign multiple teams at once.
When ready, click Assign.
You can add:
teams Teams from upper-level Boxes boxes:
teams Teams from lower-level Boxes boxes:
Preconditions
If you want to allow users to manually add an upper/lower level team to a Boxbox, make sure that the "Manually allocated teams " option in the Administration > Box Types types > Resources > Basic is active:
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.
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Duplicate existing teams
Use this option to create a team clone that you can further edit.
Click the plus button at the top left.
Select the Duplicate existing teams from the drop-down menu.
Select teams from the dropdown list. Use the search box to find teams faster. You can duplicate multiple teams at once.
When ready, click Duplicate.
