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Overview
Navigation
Steps to Create a Team
Adding the Team Field to a Form
Assigning a Team to a Workitem

Overview

Teams help you group members so you can quickly assign work and see who is responsible for it. You can associate a team with a sprint, so the workitems tagged to that sprint can have card owners and ToDo owners from the associated team.

You can now also attach a team directly to a workitem. When the Team field is added to a custom form, a Team drop-down appears on the workitem, letting you assign that workitem to a specific team. (Earlier, teams could be created but could not be attached to a workitem — now they can.)

In the left navigation panel, expand the Workspace menu and select the required project. On the top breadcrumb, hover over the project name, expand the Plan module, and select Teams.

Steps to Create a Team

  1. Click the ADD button.
  2. Enter the Name and Description for the team, and click SAVE. The team is saved and appears on the Teams list.
  3. Open the team by clicking its Team ID on the list.
  4. In the Team Members section, click Add Row (or click the link to add the first member).
  5. In the Team Member field, search for and select a member. Repeat Add Row to add more members.
  6. Click SAVE. The members are added to the team.

 

To view or edit a team later, open it from the Teams list, make your changes, and save. To remove a team, select it on the Teams list and click the Delete icon.

Adding the Team Field to a Form

To let users assign a team to a workitem, add the Team field to the workitem’s form:

  1. Go to Configure > Forms 2.0 and click CREATE FORM (or open an existing custom form to edit it).
  2. Enter the form details (Name, Abbreviation, Menu position, and Workitem color), set your preferences, and click Configure.
  3. On the Common Fields screen, select the Team checkbox (along with any other fields you need), and click Save.
  4. Publish the form.

Once published, the Team field appears on the Details screen of any workitem created with that form.

Assigning a Team to a Workitem

When you create or open a workitem that uses a form with the Team field:

  1. On the workitem’s Details screen, open the Team drop-down.
  2. Select the team you want to assign.
  3. Save the workitem. The selected team is now associated with the workitem.

 

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