Add a team

A person with the role of Admin works with people, teams and team settings.

  1. On the home page, click the Add Team button.

The Add Team dialog box appears.

  1. Type the name in the Team Name box.

  2. Click the down arrow () to expand the Settings pane.

Workflow Progression

Your selection only affects projects that have a Hierarchical layout.

Later, you can use the Team Settings dialog box to change the selection.

Experimental Features

Later, you can open and use the Convert Voice Settings dialog box or Auto Transcription Settings dialog box.

  1. Click the Default Workflow down arrow () and then click the workflow for your team.

  2. Click Add.

The new team (PIC) is added to the home page.

Tip

Start from the Beginning topics might also help you determine what to do next.

Related Topics

Delete a team

Invite a person

Remove a person from a team

Set-up procedures overview