How to create teams

This article will show you how to create teams

Before we get started

Why create teams?

By creating teams, you can control who has access to specific data within a workflow. Teams also help streamline workflow processes as each team is created based on the tasks that will be assigned to them at each stage of your workflow. You can also set deadlines and task behavior. 

Take note 

  • You can only create teams via the web portal. 
  • Each member will need to be a member of a team for them to be assigned a task.
  • By default, every member of your organization will join the "All members" team. 

Create a Team 

Step 1: Log in to the Capptions Direct web portal

Sign in to your Capptions Direct account using the link

Step 2: Select an organization 

Click on the drop-down arrow in the top left-hand corner and select the organization you would like to create a team from

Step 3: Click on Settings 

Step 4: Click on Teams

Step 5: Click Create Team

Click on the blue Create Team  bar on the top right hand corner to fill in your team details 

Step 6: Provide a Team Name 

Type in the team name in the Team Name bar. The name will resemble the responsibility/tasks that they will be involved in. 

Step 7: Add yourself as a team member (Optional)

Tick the Add me as a first team member  box to include yourself in the team you are creating. This is an optional step and can be done at a later stage. 

Step 8: Click Submit to create team

Click the Submit button to complete the process of creating the team.

 

And that's how easy it is! 

We hope this article is helpful in creating teams. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptionsdirect.com. 

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!