This article applies to:
User roles: Admins, Managers, Requestors, or Approvers
All Products
Overview
The Teams functionality allows you to designate a specific set of people as a "Team" and then assign various workflow activities to that Team, rather than an individual person.
Any time a workflow step is assigned to a Team, every person within that team will receive a notification about that assignment and any person in the team can complete the assignment.
Let's walk through a quick example:
You create a Team called "Finance", consisting of Jim, Marie, and Sally
You have a step in a workflow called "Finance Approval"
You assign the "Finance Approval" step to the "Finance" team
When the workflow reaches the Finance Approval step, Jim, Marie, and Sally will each receive a notification saying that the Finance Approval step requires action
Jim, Marie, and Sally all have the ability to mark the task complete
Manage Your Teams
Teams is located on the Teams page in the Admin settings of your account.
Create a Team
Click Create team
Enter a Team Name
(Optional) Enter a brief description
Select Team Members ("Assignees")
Click Create
Edit a Team
Click the name of an existing Team
Add a person using the search bar at the top
Remove a person using the 3 dots to the right of their name
Delete a Team
Click the three dots to the right of the team name, then click Remove
Assigning a Team to a Workflow Step
To assign a team to a workflow step:
Navigate to the workflow template you want to edit
Click View on the template to edit it
Click into a workflow step and click the Assign to field. Change the assignee to Team.
4. In the Select team dropdown, choose the team you created earlier.
5. Save and publish your changes.
That's it! Now your team is assigned a step in your workflow.