Allocate teams

Introduction

Allocating teams is required to start working with the Objectives and Board modules. Allocating teams is not required in the Resources module, although it is recommended as the module provides built-in team-specific filters.

Allocate teams

Open

Team inheritance 

Teams can be automatically inherited from the upper-level boxes:

1. Go to Administration > Box types > select a box type by clicking on its name > Resources > Basic.

2. Enable the Auto-inherited upper-level teams toggle switch.

Open

Create new teams

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.
   
   

3. Complete the team information:

   1. Team name

   2. Team code and color

   3. Board

4. If you want a new team to be based on a Jira group, enable the Create team based on Jira group option.

   1. Select a Jira Cloud group.

   2. Complete the start date for the team membership.

5. When ready, click Create.
   
   

Create new teams based on Jira groups

Use this option to create a new team based on a Jira Cloud group.

1. Click the plus button at the top left.

2. Select the Create new team based on Jira group from the drop-down menu.

3. Complete the team information:

   1. Jira Cloud group

   2. Team name

   3. Team code and color

   4. Board

   5. Start date of the team membership

4. When ready, click Create.
   
   

Assign existing teams

Use this option to assign existing teams.

1. Click the plus button at the top left.

2. Select the Assign existing teams from the drop-down menu.

3. Select teams from the dropdown list. Use the search box to find teams faster. You can assign multiple teams at once.

4. When ready, click 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 Administration > Box types > Resources > Basic is active.

Duplicate existing teams

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

1. Click the plus button at the top left.

2. Select the Duplicate existing teams from the drop-down menu.

3. Select teams from the dropdown list. Use the search box to find teams faster. You can duplicate multiple teams at once.

4. When ready, click Duplicate.