Click on “Projects” tab on the main screen
Click on the relevant project
Click on “Team” tab
Then Click on the “+Add” button to add the Team in that project
The toggle will be selected for “Pick from Global” indicating that you can add a Team which is already setup at organization level
Click the drop-down menu of Team* and select from available options. In case you are unable to find the Team then Toggle OFF the “Pick from Global” to Add a New Team, by entering its details in form below.
You can assign specific checklists to the Team from the drop-down
Click on “Next” button for “Add User” form
You can select Users from the dropdown (Select Global User) button
If the user is not listed there then “Create User” by clicking on “+Add User” which opens a short form to provide his contact details. Once entered click “Add”
You will return back to “Add User” screen on which Click “Save” to complete the Team & User setup.
You will get a confirmation notification to indicate success
