Geteilte Anleitung

How to create teams

Step-by-step guide covering: Click the ACME Inc logo; Click the Teams option; Click the Add new team button; Type 'Sales' in Team Name field.

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Guide Video
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AI-narrated · Nova voice · Chinese
Step-by-step Guide8 Schritte
  1. Click the ACME Inc logo

    Clicking the ACME Inc logo will navigate you to the company's main dashboard, where you can view and manage various workspace settings and projects.

    Click the ACME Inc logo
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  2. Click the Teams option

    Selecting the 'Teams' option will take you to the teams management section, where you can view, create, or edit your workspace teams.

    Click the Teams option
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  3. Click the Add new team button

    This action opens a dialog for creating a new team, allowing you to set up team members and assign tasks within your account.

    Click the Add new team button
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  4. Type 'Sales' in Team Name field

    Input 'Sales' to designate the name of the new team you are creating. This name will help identify your team within the platform.

    Type 'Sales' in Team Name field
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  5. Click the Upgrade option

    Clicking this option will allow you to upgrade your team features, granting access to additional functionalities and permissions for team members.

    Click the Upgrade option
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  6. Click the email field for team members

    Select the email field to specify the contact 'janedoe@samplemail.com' as a member of the new team. This allows you to add this user to the list of team members for the 'Sales' team.

    Click the email field for team members
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  7. Click the Upload team profile picture button

    This allows you to select and upload an image to set as the profile picture for your team, enhancing your team's visual identity.

    Click the Upload team profile picture button
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  8. Click the Create button

    This action will finalize the creation of a new team with the provided name and members. Ensure all required fields are filled before clicking to successfully set up the team.

    Click the Create button
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