Create and modify a group’s teams

Last update: 2023-11-10
  • Created for:
  • Admin

When you are viewing a group that you manage in the Groups area, you can view and work with teams associated with the group and any of its subgroups.

If there are any groups above your group, their administrators can also do these things for your group. The same is true for Workfront administrators (for any group).

For information about how users with a Plan license can create a team, see Create a team.

For information about how a Workfront administrator can create a team, see Create a team from the Setup area.

Access requirements

You must have the following to perform the steps in this article:

Workfront plan* Any
Adobe Workfront license*

Plan

You must be a group administrator of the group or a Workfront administrator. For more information, see Group administrators and Grant a user full administrative access.

*If you need to find out what plan or license type you have, contact your Workfront administrator.

View, work with, and create teams for your group from the Groups area

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .

  2. In the left panel, click Groups .

  3. Click the name of the group for which you want to create or modify teams.

  4. In the left panel, click Teams to list the teams associated with the group and with any subgroups it may have.

  5. Do any of the following:

    • Add a team: Click New Team, then use the following options to configure it:
    Team Name Type a name for the team.
    Group

    The system fills in the Group field for the new team with the group you are viewing. If you want to associate the team with a different group, start typing the name of the group, then select the name when it appears.

    You can make sure you are associating the right group with the team by hovering over it and clicking the information icon that displays next to it. This displays a tooltip listing information about the group, such as the hierarchy of groups above it and its administrators.

    NOTE: When a team is assigned to a group or subgroup, any group administrators of that group or subgroup can manage the team without being a member of it. Group administrators can go to the Teams area from the Main Menu and click the Switch Teams arrow Switch team icon to list all of the teams that are assigned to the groups that they manage.

    Team Members

    Begin typing the name of a user to be on the team, then select the name when in appears in the drop-down list. Repeat this process to add multiple users to the team.

    There is no limit to how many users you can add to a team. However, we recommend to not have an excessively large number of users in one team, because the team's work management might become too complex.

    Description Type a description for the team.
    Calendar Choose which calendar tab will appear for this team.
    Work On It Change the Work On It button to a Start button. When a user clicks Start, the status of the item is updated automatically.
    Done Button Select the status that you want set for items when the Done button is clicked.
    • Edit teams: Select at least one team, click the Edit icon , then use the following options to configure it:

      Team Name Type a name for the team.
      Group

      Associate the team with a group. Start typing the name of the group, then select the name when it appears.

      You can make sure you are associating the right group with the team by hovering over it and clicking the information icon that displays next to it. This displays a tooltip listing information about the group, such as the hierarchy of groups above it and its administrators.

      NOTE: When a team is assigned to a group or subgroup, any group administrators of that group or subgroup can manage the team without being a member of it. Group administrators can go to the Teams area from the Main Menu and click the Switch Teams arrow Switch team icon to list all of the teams that are assigned to the groups that they manage.

      Owner Select an owner for the team.
      Team Members

      Add and team members. Start typing the name of a user, then select the name when it appears. Repeat this process to add multiple users to the team.

      TIP: There is no limit to how many users you can add to a team. However, we recommend to not have an excessively large number of users in one team, because the team's work management might become too complex.

      Description Type a description for the team.
      Layout Template

      Start typing the name of the layout template you want the team to use, then click it when it appears.

      When you designate the team with this layout template as the Home Team of users, all users in this team will see the customizations in this layout template.
      Their individual layout template settings will override the settings of the home team layout template.

      Agile Specify whether this is an agile team. For information on agile teams and how to manage their work, see Create an agile team.
      Work On It

      Change the Work On It button to a Start button. When a user clicks Start, the status of the item is updated automatically.

      For more information on how to configure the Start button, see Replace the Work On It button with a Start button.

      Done Button

      Customize the Done button. For more information, see:

    • Delete teams: Select at least one team, then click the Delete icon .

    • Export the list of teams: Click Export , then select the file format you want for the exported list.

On this page