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 or Manager permissions to create teams
• Users must already exist in Zeltask before they can be added to a team

Accessing the Teams View

1. Click Users & Teams in the sidebar
2. Click the Teams tab

[Screenshot: Users & Teams module with Teams tab selected]

Steps

Step 1: Start Creating a Team

1. In the Teams view, click Create Team

[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 form with Name and Description fields]

Step 3: Add Team Members

1. In the Users field, click to open the user selector
2. Select the users who should be part of this team
3. You can select multiple users

[GIF: Selecting multiple users from the user dropdown]

Note: Only users who have already been created in Zeltask will appear in this list.

Step 4: Save the Team

1. Review the team information and members
2. Click Save

[Screenshot: Save button highlighted with completed form]

The team is created and appears in the Teams list. Team members can now be assigned work as a group.

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