Create a New Team

Teams allow easy task assignment to multiple people.

  1. Navigate to Resources > Teams Module
  2. At the top of the page you will find the Tool Bar, select the  Add Button
  3. In the side panel:
    1. Organizational Unit
    2. Team Name
    3. Description (optional)
  4. Select Create Team
  5. Select the users that need to be added to the team
  6. Select Save 

Tip: Adding people to the 'Reviewers' teams will enable those users to receive forms for verification.