Team summary page
When you first go to a team, its summary page appears. The team summary page displays basic information about the team.
Field | Description |
---|---|
Name | Displays a name for the team. This name appears on the Teams list page, and selecting project
members or reviewers. Note: This field is required. |
Description | Displays a short description for the team. |
Skill Sets | Displays a list of skills that are associated with the team. Add terms here that might be useful when you describe team. For example, you can enter "Adobe Photoshop proficiency as a skill, so that anyone who views the team knows that at least one person on this team has this skill. |
Suggested Security Policies | Displays the security policy or policies that apply to the team. Note: This field is
required. |
Routing Models | Check any combination of the work routing option check boxes. |
Members and Managers | Displays the managers and members of the team. Use the scroll bar to view the entire list. |
From the Team Summary screen, you can perform the following actions.
Action | Details |
---|---|
Edit the team | Edit the fields for the team and members by clicking the Edit icon (). |
Change alert subscriptions | Click Manage () and select Set Alert Rules to change the way team members and managers are notified of task assignments. |
Delete the team | Click Delete this Item () to remove the team. |
Copy the team | Click Manage () and select Create a duplicate Team to create a copy of the team. The system opens the summary page of the new team in edit mode. Then, you can modify the copied team to make a similar team. |
Add a team | Click Actions () and select Add Team to add a team. |
Go back to the Teams list page | Click All Teams or My Teams in the breadcrumb;
either or both of these links are displayed, depending on how you navigated to the current summary
page. Or, click the Action icon () and select All Teams or My Teams. |
Print team details | Click Print () to print the details of the team. |