How to Create a Team and Add Members

Group your people into teams, name a manager for each, and keep the membership up to date.

Once your colleagues are in your workspace, teams let you group them the way your business works, such as a sales team for one region. This guide walks through creating a team, adding people to it and removing it again.

1. 1

   Open Teams in Settings

   Open Settings and choose Teams. The page is titled Teams and shows how many teams you have. If you do not see Teams in Settings, your role does not include it, so ask an admin.
2. 2

   Choose Create Team

   Choose ＋ Create Team at the top right. If you have no teams yet, the list tells you to click ＋ Create Team to get started. The Create Team window opens.
3. 3

   Type the Team Name

   Type the Team Name. It is required, and the hint shows the kind of name to use, such as North Sales or Support Team. If you leave it empty, the window says that the team name is required.
4. 4

   Add a Description

   The Description box is optional. Use it to tell your colleagues what the team is for.
5. 5

   Choose a Manager

   Type in the box that reads Find a person by name or email and pick the person from the list. If the team has no manager yet, leave the choice on No manager assigned.
6. 6

   Add Members

   Under Members, find people by name or email, then choose + Add a member from the list. Each person you add appears as a chip with a small cross, so you can take them off again before you save.
7. 7

   Pick a color

   Choose a Color for the team from the choices shown.
8. 8

   Choose Create Team

   The button reads Creating while it saves. The team then appears in the list.
9. 9

   Open a team

   Choose a team in the list. A Team details pane opens beside it, showing the team's name and description and Members with a count. A team with nobody in it says there are no members yet.
10. 10

    Add or remove a member

    To add a person, type in the box that reads Find a person by name or email, choose them from the Add member list and choose Add. To remove a person, choose Remove beside their name. Each member is shown with a name and a role.
11. 11

    Delete a team

    Choose Delete Team in the details pane. The page asks you to confirm and tells you the members will be unassigned.

A few things worth knowing

Deleting a team does not remove its people from your workspace. The confirmation says its members will be unassigned, so they stay in your workspace and no longer belong to that team. If you want to change who is in a team, add or remove members rather than deleting it.

What you can do on this page depends on your role. To bring someone into your workspace first, the guide on inviting a teammate shows how, and the guide on creating a custom role shows how to decide what each person can do.