How to create and manage units, teams and projects?
TeamToolbox allows you to create and manage units, teams and projects. But first, to make it possible – make sure if the visibility of units, teams and projects is on. Go to Settings > Administration tab and the second section will be the one where you can turn them on or off.
How to create any kind of new unit?
- Go to “Teams” tab on the left.
- Choose „+Add…” in chosen section.
- Name your new unit, upload a picture or give it a description if you want.
- Choose the leader (or the leaders) and teammates by clicking their names.
- Click “Save”. Done!
How to edit an unit?
- Go to “Teams” tab on the left.
- Choose the unit you want to edit.
- The app will show your unit’s dashboard – just find the icon with a pencil and click it.
- Change all the things you need to and click “Save”.
How to delete an unit?
- Go to “Teams” tab on the left.
- Choose the unit you want to delete.
- The app will show your unit’s dashboard – just find the icon with a waste bin and click it.
- Confirm your actions by clicking “Delete”.
Any unexpected issues? Contact us at hello@teamtoolbox.io and we will help you 😉