Create Teams

Why should I create a team?

Teams help you to group together, the users working on a product in the Calibo Accelerate platform. This helps in managing resources working on a product or assigning permissions to users at the product level efficiently.

What actions can I perform from the Teams tab?

You can perform various actions related to teams from this screen.

Action	Description
Search team	Search for a specific team using the team name.
Create new team	Click + New Team
View team details	Team Description Members Custom fields added to the team Click the ellipsis (...) to the right of the team to perform the following actions: Edit the team details. See Edit Team Manage Members by adding or removing members Email Members - send an email to all the members of the team Delete - delete the team Deactivate - deactivate a team from the following month. Before you confirm the deactivation, you can click View Details to view the list of products that the team is associated and a list of users that are part of the team.

 

What role do I need to create a team?

Calibo Accelerate Administrator.

 

How do I create a team?

1. Sign in to the Calibo Accelerate platform > Configuration > Platform Setup, click Configure on Users, Roles & Teams tile.
2. On the Teams tab, click + New Team.

3. On the Create Team screen, select one of the following options:
   • Product Team - select this option to create a team that you want to associate with a product.
   • Other - select this option to create a non-functional team, one which is not associated with a product.
4. If you select Product Team, enter the following details:
   • Team Name
   • Description
   • Link the Team with an Agile Board - when you enable this option, and add this team to a product, the data from the agile board related to the team is fetched and used to calculate the team maturity.
   • Organization Hierarchy
     • Select the Domain or Group for the team.
   • Create group for this team in Azure Active Directory - when you enable this option you can create a user group for this team in Azure Active Directory.
   • Custom Fields - add any additional parameters that you may want to link with this team.
5. If you select Other, enter the following details:
   • Team Type - if you have selected the option - Other, select the type of team that you want to create.
   • Team Name
   • Description
   • Custom Fields - add any additional parameters that you may want to link with this team.
6. Click Next.

Now that you have created a team, you can add additional users to the team.

How do I add users to a team?

1. In the Team Members screen, select a member from the drop down list and a role to assign to the user.

2. Specify Allocation Period for the team member.
3. Allocation (in %) - assign the capacity of the resource allocated to this team in percentage. Enable Set a constant allocation% for current and future months if you want to assign the resource for a constant percentage over the months.
4. Select the year and then assign the allocation per month for the resource in percentage.
5. Add any additional parameters using Custom Fields.
6. Click Create Team.

 

Recommended Topics

What's next?Creating Custom Roles