Create Teams

ℹ️ Teams can be created by Admins, Program Leads, Coaches, Team Leads, Team Members and standard users.

Follow these steps to create a new team in Workpath:

1. Click on your organization icon
2. Go to organization setting
3. Select Teams & Check-ins
4. Select the green Plus or Create Team button
5. Select a name and an optional parent team to position the new team correctly in the organizational structure
6. Click on Create

Once a new team has been created, you can further edit its settings:

• Team Lead, Team Members and Coaches: You will be automatically shown as Team Lead in the team settings. However, you have the possibility to change the Team Lead any time or add Team Members and Coaches to the team. Your changes will automatically be saved. 
• Check-in, KPIs and Jira projects: By clicking on Edit at the bottom of the page, you can enable Check-ins for your team, allow KPIs and link Jira projects.

ℹ️ If you are not yet part of a team, you can also create or join one by following the next steps:

1. Go to the For Me Page or Check-ins
2. Click on Add New Team or Join Team button
3. Select Add New Team
   1. Select a name and an optional parent team to position the new team correctly in the organizational structure
   2. Click on Create
4. If you selected Join A Team select Join button
   1. Join will change to Request Sent
   2. Click on Done

Read more about joining a team here.