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Allocating Teams

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.

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

Allocate teams

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. 

Create a new team

Use this option to create a new team.

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

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

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

Duplicate a team

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

Assign an existing team

To add a team click "Assign existing team":

Select a team from the dropdown list:

Confirm the choice by clicking "Assign". 

You can add:

  • teams from upper-level Boxes 

  • teams from lower-level Boxes 

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: