Create a Team Template

Learn How to Create a New Team Template

You can follow the text guide below or if you would like to see a more visual representation you can follow our Slideshow
  1. To Create a Team Template, start from the Admin Dashboard on the left side of your screen. 
  2. Once there, click on the Teams tab in the top menu bar. 
  3. On this page, click the +ADD button in the Templates section.
  4. A form will appear that will allow you to choose the Name, Description, and Tags, as well as which Type of team (Standard, Vendor, and Customer) that are the default when creating a Team with this chosen template. 
  5. Additional Properties and Attachments can also be added. These can be anything from an email address to an image.