Creating a new team
Quick start: create a team, then add members, assign admins and start working in the new team workspace.
This quick start takes you from creating a team to working in its shared workspace. For details on who can create teams and on each form field, see How to create a team.
Before you start
You need a Professional license to create a team and to manage its members.
Steps
- Click TEAMS in the ADMIN section of the Instigator sidebar, or go to lab.solvenext.com/teams. Then click Create Team.
- Enter a Name and click Create Team. The team page opens with a confirmation message.
- Check what was set up for you:
- You're the team's first Team admin.
- The team has its own workspace, with five portfolios ready for opportunities: Unassigned, Maximize, Renew, Grow and Optimize.
- A square with the team's initials appears in the workspace switcher on the far left.
- Add people. On the team page, click Add User and search by exact email address:
- If the person already has an account, select them and click Add User. They join right away.
- If no account is found, click Send invite to email them an invitation.
- Optionally, click Make admin next to anyone who should help manage the team.
- Click the team's square in the workspace switcher to open the workspace. Create sprints and sessions there, or move existing work into the team with Move to Team.
Tips
- Share the team name, or its team ID (the last part of the team workspace's web address), so colleagues can find the team with Find your team and click Request to join. Their requests appear on the team page, where you can Accept or Reject them.
- Your personal work stays in My Work until you move it.
