Team

Updated 10 months ago by Iván Minaya

Change Management
Team Objects:

  • Team
  • Team Member
  • Team Dependency

To create or edit a Team:

  1. From within CCM application click the Teams tab
  2. Click on New Team.
  3. Write a Team Name and choose a Department.
  4. Optionally write Teams Vision and select the active.
  5. Click Save.

Adding Team Members:

  1. Open the team where you are willing to add a member.
  2. On the team member related list click New Team Member.
  3. Select a Member with the lookup field.
  4. Assign a Role.
  5. Save.

How did we do?