This article explains how to add, edit and delete team functions and how to use them.
Updated May 17, 2024
| User Permissions for Accessing This Feature | |||||
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest | General |
| ○ | ○ | × | × | × | × |
What are Teams?
When you create a team, you can register multiple standard administrators (including flow administrators and task administrators) as assignees without having to add each member individually. Each member of the team is treated as an assignee for the tasks added, and these tasks will be displayed on their respective My Tasks screens.
One of the key benefits of the team feature is the ability to register multiple assignees at once. If there are changes to the assignees, you can simply edit the team members, and all associated tasks will automatically update to reflect the new assignments.
Create a Team
Click on the "Settings" menu and then select "Teams."
Click the "Add" button located on the "Teams" screen.
In the "Team Details" section, enter the team name and select the desired members, then click the "Save" button.
Edit a Team
Click the three-dot menu next to the team you wish to edit on the "Teams" screen, and then select "Edit."
After making changes to the team name or members in the "Team Details" section, click the "Save" button to apply your updates.
Delete a Team
Click the three-dot menu next to the team you wish to delete on the "Teams" screen, and then select "Delete."
*Please note that you can only delete teams that you have created yourself.
*Teams that have an active flow cannot be deleted.
Review the details in the pop-up confirmation and then click the "Delete" button.
How to Use Teams
Teams can be added to flows in the same way as individual members. Teams are indicated by a green icon in the members list.
- For more information about flows, please refer to this link.
Open the task assignee selection screen within the relevant flow's interface.
Registered teams will be displayed at the top of the members list under "Teams." By clicking on "Add Team," you will access the team management interface.
After selecting the team, click the "Save" button to add them to the task.
Hovering over the team icon will display the members of that team.
You can add multiple teams along with individual members to tasks.
