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Team Level

To manage teams at the Team Level, navigate to the Team from the sidebar.

Team Level.png

Creating a new team

  1. Click  at the top of the screen.

  2. A pop-up panel will appear:

  • In the Name field, enter your team's name.

  • In the Members field, search for and add members from your Jira user list.

  1. Click to save the team.

Creating a new team.jpg

After creating a team, you can assign it to any Project or Program using the Resource Board, making team planning faster and more consistent across your organization.

Adding a member to the team

Once a team is created, you can easily add more members:

  1. Click the ➕ icon on the team card.

  2. In the search field that appears, type the user’s name.

  3. Select the user from the dropdown list to add them to the team.

Adding a member to the team.jpg

Removing members

To remove a member from a team, hover over the member’s name and click the icon that appears next to it.

Removing members.jpg

Renaming a team

To rename a team, click on the team’s name to make it editable. Type the new name to save the change.

Renaming Team.jpg

Viewing teams

You can view your teams in three different modes:

  • Grid view: Displays each team in a card layout with members shown inside for a quick visual overview.

  • Waterfall view: Displays all your teams in vertical columns with full member lists, making it ideal for visually comparing team sizes and managing many teams at once.

Waterfall view in Teams.jpg
  • List view: Shows all teams in a compact list format for easy scanning and quick access.

List view in Teams.jpg

Filtering teams

You can easily filter teams to find what you need faster using these options:

  • All – Shows all available teams in the system.

  • My teams – Displays only the teams where you are a listed member.

  • Others – Lists teams that do not include you as a member.

Filtering teams.jpg

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