Create teams

In this video, you will learn:

  • How teams are used
  • How to use cross-functional teams
  • How to create and associate teams

Team creation

Teams also can be created and settings established through the Teams area of Workfront.

  1. Select Teams from the Main Menu.
  2. Select Create Team.
  3. Give the team a name.
  4. Indicate if the team is an Agile team by turning on the toggle.
  5. Associate the team with a Workfront group, if desired.
  6. Add the team members.
  7. Click Create.

Team menu on Teams page

Once the team is created, edit the settings by selecting the team from the list and clicking Team Settings on the right side of the window.

Adjust the settings, such as assigning a layout template, or add more team members. In addition, you can customize the Work On It button and the Done button this team will see on their task and issue work assignments.

Edit Team window

By default, the Work On It button simply tells Workfront you’ll work on the task without changing the status of the task to In Progress (or an equivalent status). To have Workfront automatically change the status, change the Work On It button to a Start button. Just check the box in the team settings.

When the Start button is clicked, the status of the task or issue changes from New the one selected in the team settings. Workfront also logs an actual start date for the task.

Work On It section of Edit Team window

Be sure to save any changes when you’re done.

You also can edit a team’s settings from the Teams section of the Setup page.