You can add a team to a project from the project's Teams tab — either pick an existing organisation-level team or create a new one — then assign it the relevant checklists and add its users. Done by the System/Project Admin on the web app.
Go to the Projects tab → select the project → Teams tab.
Click + Add.
Choose the source:
- Pick from Global (toggle ON) — select an existing organisation-level team from the drop-down. (Only teams already set up at org level appear here.) - Create New (toggle OFF) — enter the team name and select its category (Consultant, Contractor, Vendor, etc.).
Select the checklist(s) to assign to the team — one or more.
Click Next to add users:
- Select existing users from Select Global User, or - Click + Add User and fill the form to create a new one. (Add several users the same way.)
Click Add to finish — the team is added to the project.
It lets you add a team that's already set up at the organisation level. Toggle it ON and pick from the drop-down — only org-level teams appear.
Toggle Pick from Global OFF and Create New — enter the team name and its category.
What kind of party the team is — Consultant, Contractor, Vendor, etc.
Yes — select one or more checklists while adding the team.
On the Add User step, select global users or click + Add User to create new ones — you can add several.
The System Admin or Project Admin.
Two ways: Pick from Global (existing org team) or Create New (name + category).
Assign one or more checklists to the team.
Add users from global contacts or create new ones; multiple allowed.
Done from Projects → select the project → Teams tab.
2.6.7 How to add or edit a project user (role, permissions & access)?
2.6.2 How to add a checklist to a project?
