How to Create a Team and Add Members within Teams | Flowace
Learn how to create teams in Flowace, add members from the Action column, and edit or delete a team from one page.
A team is a named group of members, such as the Accounts Team or the Sales Team. The Teams page lists every team in one place, so you can see who belongs where and change a team without leaving the page.
In this video:
- Open Admin Settings from your profile name, click Teams, and read each team's ID, name and total members
- Click Create New, type a team name and click Save
- Use the Action column to add members: search by name and tick one or several checkboxes
- Search for a team, expand it to see its members, and tick checkboxes to select several at once
- Use the selection bar to Select all, Clear, or remove the selected members from the team only
- Edit a team's name, then click Yes, Update
- Delete a team and confirm with Yes, Delete
Chapters:
0:00 Open the Teams page
0:21 Create a team
0:32 Add members from the Action column
0:50 Search, view members and select in bulk
1:15 Edit and delete a team
Example setup used in this video:
- Teams: Accounts Team, Customer Support Team, Sales Team, Design Team
- Members: sample names such as Amara Diallo, Diego Herrera and Mei Lin
Deleting a team cannot be undone. Removing members with the selection bar takes them out of the team only.
Team names, member names and values shown in this video are examples. Set them to suit your company policy.
Full steps are in the help article:
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