Creating a Team

To create a new team:

1. On the Teams tab, click New.
2. Enter a name for the team.
3. Select a team owner.
4. Click Save.

Tip: You can create a new team during playbook creation when creating a playbook from the Playbooks tab. To do this, select New Team from the Team field.

Note: If no team is associated with a playbook, you can create a team using the team manager directly on the playbook record page. To do this, click Add Team Members.

For information on adding resources to a team, see Using Team Manager.