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