TeamBoard TimePlanner

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 CleanShot 2026-08-20 at 13.06.11@2x-20260820-060628.jpg button located at the top-right corner of the page.

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  1. A form will appear: Fill in the details for the new team

  • 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.

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  1. Click CleanShot 2026-08-20 at 12.03.30@2x-20260820-050336.jpg to finalize your team's creation.

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.

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Switching Team View Modes

The Teams page provides two view modes, so you can choose how team information is displayed.

List View

List View displays teams in a table, making it easier to scan and compare information. This view is useful when you want a more compact overview of multiple teams.

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Grid View

Grid View displays each team as a separate card. Each card shows information. This view is useful when you prefer a more visual layout.

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Switching Between Views

In the upper-right corner of the Teams page:

  • Click the List View icon to display teams in a table.

  • Click the Grid View icon to display teams as cards.

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You can switch between the two views at any time.

Deleting a Team

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

  2. Click the CleanShot 2026-08-20 at 13.11.32@2x-20260820-061135.jpg icon next to the team.

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  1. A confirmation dialog appears. Confirm the action to permanently delete the team.

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Deleting a Team

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

  2. Click the CleanShot 2026-08-20 at 13.11.32@2x-20260820-061135.jpg icon next to the team.

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  1. A confirmation dialog appears. Confirm the action to permanently delete the team.

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