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 Team Manager on the playbook record page. For more information, see Adding Team Members.

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