Using Team Manager

Team Manager enables you to view your team and add and remove team members.

To add a new team member:

  1. Click Add Team Member.
  2. Search for and select the contacts you want to add.
  3. Click Add.
Tip:

When creating tasks using the Task Manager or Task Team Calendar components, you can select a team member from the Select New Team Member section to automatically add them to the playbook team when the task is saved.

To remove a team member, click Show actions button next to the team member and click Remove, then Remove to confirm the action.

For more information about teams, see Managing Teams in the PSA Help.