TeamBoard TimePlanner - Cloud

Creating Teams

πŸ”
  • Only Team Admin, App Admin, or Jira Admin users have the permissions to create or delete teams.

  • Regular members can only view the teams they are part of.

πŸ‘‰ Refer to the Permission guide for details.

Creating a Team

  1. Navigate to the Teams tab on the left-hand menu.

  2. Click the Create Team button located at the top-right corner of the page.

CleanShot 2025-08-29 at 20.07.18@2x-20250829-130943.jpg
  1. A form will appear: Fill in the details for the new team

CleanShot 2025-08-30 at 11.05.22@2x-20250830-040714.jpg
  • Name: Enter a descriptive name for your new team.

  • Leaders: Select one or more team members to assign as leaders.

  • Members: Add team members from the list of available users.

  1. Click CleanShot 2025-08-29 at 20.16.51@2x-20250829-131655.jpg to finalize the creation of your team.

βœ… After creating a team, it will appear in the Team list. You can then access the Team Workspace to manage tasks, schedules, and activities within the team.

CleanShot 2025-08-30 at 11.33.03@2x-20250830-043309.jpg

Deleting a Team

  1. On the Team List page, locate the team you want to delete.

  2. Click CleanShot 2025-08-30 at 11.42.56@2x-20250830-044302.jpg icon in the Action column.

CleanShot 2025-08-30 at 11.41.52@2x-20250830-044221.jpg
  1. A confirmation prompt will appear to ensure you want to delete the team. Once confirmed, the team will be permanently removed.

CleanShot 2025-08-30 at 11.44.32@2x-20250830-044438.jpg