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Create a team from the Setup area

Last update: Tue Sep 10 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
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  • Administration

As an Adobe Workfront administrator, you can create a team from the Setup area. For information about teams, see Teams overview.

NOTE
  • A group administrator can create a team for a group they administer from the Setup area. For more information, see Create and modify a group’s teams.
  • A user with a Plan license can also create a team from the People area. For more information, see Create a team.

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.

Create a team

  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, then click New Team.

  3. In the New Team box that displays, specify the following information:

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    Team Name Type a name for the team.
    Group

    If you want to 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.

    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.
    This is an Agile Team Select this item if you want to configure this new team to be an agile team. For more information about agile teams, 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.
    Done Button Select the status that you want set for items when the Done button is clicked.

  4. Click Create Team.

Team owners

When you create a team you become the team owner, by default.

You can view team owners for all the teams when you create a report for teams and include the Owner Name field in your report. (For more information about creating a report, see Create a custom report.)

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