Creating a team

Create a team to increase productivity and distribute the workload of cases in your application.

  1. In the Case Manager portal, click My Teams.
  2. Click Add team.
  3. Provide information about the team.
    1. In the Name field, enter a unique team name.
    2. In the About field, enter text that describes the purpose of the team.
    3. In the Manager field, press the Down Arrow key, and then select the name of a user who supervises the work of the team.
    4. Click Submit.
  4. Add team members.
    1. Click the team name.
    2. In the Members section, click Edit.
    3. In the field that is displayed in the Edit members dialog box, press the Down Arrow key, and then select a user name..
    4. Click Add.
    5. Click Submit.
  5. Optional: To change where the team finds assigned work, change the default work queue.
    1. In the Work queues panel, click + Add new.
    2. In the field that is displayed, press the Down Arrow key, and then select the name of a work queue.
    3. Click outside the Work queues panel.