Create a Team
Organize users into teams to reflect your operational structure. Teams help you group people by area, role, or function, making it easier to assign work and manage responsibilities.
Before You Start
- You need Admin permissions to create teams
- Users must already exist in Zeltask before they can be added to a team
Accessing the Teams Section
- Click Settings in the sidebar
- Under Configuration, click Equipos (Teams)
[Screenshot: Settings sidebar with Equipos section highlighted]
Steps
Step 1: Start Creating a Team
- In the Teams view, click Create Team
- A modal opens for team creation
[Screenshot: Create Team button highlighted]
Step 2: Enter Team Information
Fill in the following fields:
| Field | Description | Required |
|---|---|---|
| Name | A clear name that identifies the team | Yes |
| Description | Additional context about the team's purpose or responsibilities | No |
[Screenshot: Team creation modal with Name and Description fields]
Step 3: Add Team Members
- In the Users field, select the users who should be part of this team
- You can select multiple users
- Only users who have been invited and accepted appear in the list
[GIF: Selecting multiple users from the user dropdown]
Step 4: Save the Team
- Review the team information and members
- Click Create Team to save
[Screenshot: Create Team button in modal]
The team is created and appears in the Teams list. Team members can now be assigned work as a group.
Managing Teams
From the Teams view, you can:
| Action | Description |
|---|---|
| View team details | See name, description, and members |
| Edit team | Update name, description, or members |
| Delete team | Remove the team (users are not deleted) |
Examples of Teams
| Team Type | Examples |
|---|---|
| By area | Production Team, Warehouse Team, Utilities Team |
| By function | Maintenance Crew, Quality Inspectors, Sanitation Team |
| By shift | Morning Shift, Night Shift, Weekend Crew |
| By specialty | Electrical Team, HVAC Technicians, Plumbing Team |
Tips
- Use clear, descriptive team names that everyone will understand
- Keep teams focused — smaller teams with clear responsibilities work better than large generic groups
- A user can belong to multiple teams
- Review team compositions periodically as roles change
- Invite users before creating teams — users must exist to be added to teams