Skip to main content
Teams in Dock

How to set up Teams

Updated over 11 months ago

Overview

Organizing members by teams can help you get visibility into how different business units are working with prospects/customers.


Configuring Teams

Step 1: Click on Settings on the lefthand nav bar.

Step 2: Under General > select People & Teams.

Step 3: Click New team to create one.

Step 4: Give the team a Team name.

Step 5: Select an Appearance color to help as you filter later on.

Step 6: Add members by name or email.

When you're done, click Create team! πŸŽ‰

Team Leads

Teams can have Team Leads, which are typically the manager or department head.

To create a Team Lead, click on the ellipsis (...) to the right of the member name and select Lead from the dropdown.

Did this answer your question?