Team Creation

Owned by Annie@DevSamurai
Last updated: Jan 07, 2025
2 min read

Only Team Admin / App Admin / Jira Admin have permission to create or delete teams. (Regular members can only view their own teams). To grant these permissions, please refer to this guide.

The Team Creation and Deletion features in TeamBoard TimePlanner allow you to easily build new teams and remove those no longer in use. This guide will show you how to manage your teams easily, ensuring everything stays organized and up to date.

To Access Team Management: Navigate to the "Team" tab on the sidebar to open the team management dashboard.

Creating a New Team

  1. Navigate to the Teams tab on the sidebar

  2. Click the +New Team button located at the top-right corner of the page.

Screenshot 2025-01-07 at 15.42.26.png

  1. Fill in the team creation form:

    1. Team Name: Enter a descriptive name for the team.

    2. Leaders: Assign a leader for the team by selecting from available members (You can select more than 1 leader for the team).

    3. Members: Add members to the team from the list of available users.

  2. Once all details are filled, click Save to finalize the creation of your team. The new team will now appear in the list on the board.

Screenshot 2024-12-26 at 14.37.35.png

Deleting a Team

  1. On the Teams dashboard, locate the team you wish to delete.

  2. In the Action column, click theScreenshot 2024-09-25 at 16.37.15.png icon corresponding to the team.

  3. A confirmation prompt will appear to ensure you want to delete the team.

  4. Confirm the deletion.

Note: Deleting a team is a permanent action and cannot be undone.

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