🧩 Creating and Editing Teams

🔍 Content

• Create a team without a template

• Create a team with a template (add-on active)

• Edit an existing team

• Build a cascade structure

• Tips & Best Practices

• FAQ

✅ Create a team (standard, without template)

1. Click the ⚙️ gear icon in the top right.

2. In the left menu, open Team Management.

3. Click Add Team at the top.

4. Enter the following team data:

   • Team name

   • Short code

   • Optional: Parent team

   • Optional: Mark as "Private"

5. Choose one of the following options at the bottom:

   • Create team

   • Create another team

   • Add sub-team

   • Switch to team board

✅ Create a team with a teamboard template (add-on active)

1. Follow the same steps as above.

2. After clicking Add Team, you’ll see the Teamboard Templates selection.

3. Choose a template.

4. Enter the team data as above.

5. Click Create Team to set it up with the chosen template.

✏️ Edit an existing team

1. Open the team structure in Team Management.

2. Click the desired team.

3. Select Edit Team Profile.

4. Edit tabs as needed:

   • Profile: Name, short code, parent team, time zone

   • Members: Add users, change roles

   • KPIs: Assign available metrics

   • Lists: Assign core or tenant-specific lists

   • Views: Select boards, KPI overviews, etc.

🧱 Build a cascade structure

1. Create the top-level team (e.g., plant, site).

2. Use Add Sub-Team from the dropdown.

3. Assign each new team to its parent team.

4. KPI values cascade automatically through the hierarchy.

ℹ️ Notes

• Only admins can create or edit teams.

• Cascading allows inheritance of KPIs, lists, and views.

• Teamboard template selection is only available at creation, not later.

• The Teamboard Templates add-on must be activated separately.

✨ Tips & Best Practices

✔️ Use meaningful short codes (e.g., S_Production).
✔️ Plan team structures hierarchically for easier cascade and permissions.
✔️ Use templates for consistent boards during rollouts.
✔️ Only create necessary teams—less is more.
✔️ Keep naming conventions consistent (e.g., Region_TeamFunction).
✔️ Create a separate “Test_…” cascade to trial KPIs before live use.

❓ FAQ

What’s the difference between a team and a sub-team?
→ A sub-team belongs to a parent team in the hierarchy and is part of a cascade.

Can I link a team to a template later?
→ No, templates can only be chosen during creation.

Can I restructure teams later?
→ Yes, you can reassign, rename, and change the parent team.

What happens with private teams?
→ Content is visible only to assigned members.