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Edit a team’s settings from the Setup area

Last update: Wed Dec 11 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

As an Adobe Workfront administrator, you can edit a team’s settings from the Setup area. You can add users to a team, set a team’s layout template, and set how status is recorded when work items are completed by a team.

For information about teams, see Teams overview.

NOTE
  • A group administrator can edit a team’s settings for a group they administer. For more information, see Create and modify a group’s teams.
  • A user with a Standard or Plan license can edit a team’s settings from the Teams area. For more information, see Edit team settings.

Access requirements

Expand to view access requirements for the functionality in this article.

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

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Adobe Workfront plan Any
Adobe Workfront license

New: Standard

Or

Current: Plan
Access level configurations System Administrator

For more detail about the information in this table, see Access requirements in Workfront documentation.

Edit a team’s settings

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. Click Teams in the left panel.

  3. Select a team, then click Edit .

  4. Make any of the following changes:

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    Team Name Type a name for the team.
    Is Active This option is enabled for new and existing teams by default. Disable it to deactivate the team. For more information, see Deactivate a team
    Group

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

    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.

    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.

    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: You can add any number of users to a team. However, we recommend that you dont' add an excessively large number 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.
    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:

  5. Click Save Changes.

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