{"id":5958,"date":"2022-03-09T07:08:55","date_gmt":"2022-03-09T07:08:55","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&p=5958"},"modified":"2026-10-27T12:33:50","modified_gmt":"2026-10-27T07:03:50","slug":"how-to-create-teams","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-create-teams\/","title":{"rendered":"How to Add Teams"},"content":{"rendered":"\n\n\n
Skip Ahead to:<\/strong>
\nOverview<\/a>
\nNavigation<\/a>
\nSteps to Create a Team<\/a>
\nAdding the Team Field to a Form<\/a>
\nAssigning a Team to a Workitem<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Overview<\/h2>\n

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.<\/p>\n

You can now also attach a team directly to a workitem<\/strong>. When the Team<\/strong> field is added to a custom form, a Team<\/strong> 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 \u2014 now they can.)<\/em><\/p>\n

Navigation<\/h2>\n

In the left navigation panel, expand the Workspace<\/strong> menu and select the required project. On the top breadcrumb, hover over the project name, expand the Plan<\/strong> module, and select Teams<\/strong>.<\/p>\n

Steps to Create a Team<\/h2>\n
    \n
  1. Click the ADD<\/strong> button.<\/li>\n
  2. Enter the Name<\/strong> and Description<\/strong> for the team, and click SAVE<\/strong>. The team is saved and appears on the Teams list.<\/li>\n
  3. Open the team by clicking its Team ID<\/strong> on the list.<\/li>\n
  4. In the Team Members<\/strong> section, click Add Row<\/strong> (or click the link to add the first member).<\/li>\n
  5. In the Team Member<\/strong> field, search for and select a member. Repeat Add Row<\/strong> to add more members.<\/li>\n
  6. Click SAVE<\/strong>. The members are added to the team.<\/li>\n<\/ol>\n

     <\/p>\n

    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<\/strong> icon.<\/p>\n

    Adding the Team Field to a Form<\/h2>\n

    To let users assign a team to a workitem, add the Team<\/strong> field to the workitem\u2019s form:<\/p>\n

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

      Once published, the Team<\/strong> field appears on the Details screen of any workitem created with that form.<\/p>\n

      <\/p>\n

      Assigning a Team to a Workitem<\/h2>\n

      When you create or open a workitem that uses a form with the Team field:<\/p>\n

        \n
      1. On the workitem\u2019s Details<\/strong> screen, open the Team<\/strong> drop-down.<\/li>\n
      2. Select the team you want to assign.<\/li>\n
      3. Save the workitem. The selected team is now associated with the workitem.<\/li>\n<\/ol>\n

         <\/p>\n

        \n