Create a Team Template

Learn How to Create a New Team Template

  1. Access the Admin Dashboard:
    • Navigate to the Admin Dashboard from the left-side menu.
  2. Open the Teams Tab:
    • Click on the "Teams" tab located in the top menu bar.
  3. Add a New Template:
    • In the Templates section, click the "+ADD" button.
  4. Fill Out the Template Form:
    • A form will appear where you can enter the default Name, Description, Tags, and select the Type of team (Standard, Vendor, or Customer).
    • To create a Team Template, the only required information is a name and a Team Type specification.
    • You can also add Additional Properties and Attachments, such as email addresses or images. The only information needed to create a Team template is a name.
By creating team templates with predefined configurations, you can streamline the process of setting up new teams in Chekhub.