Creating a team
You can use the Case Manager portal to create a team. By organizing users into groups, you can increase productivity in your application.
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As the application author or case manager, click My Teams to open the Teams page.
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Click Add team to open the Create team dialog box.
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In the Name field, enter a unique team name.
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In the About field, enter text that describes the purpose of the team.
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In the Manager field, press the Down Arrow key and select the name of a user who supervises the work of the team.
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Click Submit to add the team to the Teams page.
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Add members to the team by performing the following steps:
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Click the team name.
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In the Members section, click Edit to open the Edit members dialog box.
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In the field that is displayed, press the Down Arrow key and select the name of a user to add to the team.
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Click Add to update the list of team members.
You cannot remove team members when they belong to only one team.
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Click Submit to close the Edit members dialog box.
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To route
assignments to places other than the default work queue, add a different work queue to
the team.
To add a work queue:
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In the Work queues panel, click + Add new.
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In the field that is displayed, press the Down Arrow key and select the name of a work queue.
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Click outside the Work queues panel to save your changes and display the number of tasks, or assignment, that are in the work queue.
You cannot remove a work queue from your application if it contains assignments.
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After you create a team, you can modify it, the profiles of your team members, and your work queues.