Menu > Admin/Manager > System Setup > Global Lists > Teams
These can be applied to the Client Setup, which them copies to the new projects you create for that Client.
Teams can fit various needs. For example, you could create a Team for each client or for each type of work.
From System Setup > Global Lists > Teams:
- Click the + plus sign to Add a new team.
- Give it a Name.
- Check Active.
- Now open the Team you just created.
- Assigned Users.
NOTE: You can add Contacts to the Team along with Employees. This works great if you want to go beyond the Primary Contact being added and instead want multiple Contacts to be on the Team of this clients projects.
From the Client Details screen, Edit the Project Defaults to assign a Team to the Client.
Now when adding a new project for the Client, the Team (and its assigned users) from Client Setup will be automatically added to the new project.
If you want to choose a Team at the time of creating the project, then be sure to click on Show More from the bottom of the New Project screen. This will open up the page to show other fields, such as Team.
NOTE: If you create a project without a Team, or want to change the Team in project setup after the project has been created. This will change the Name only of the Team in project setup. But it will not add those team members to the project team. To add members from the Team you added/changed it to, you will then want to filter by team name when adding users to the team of the project.