Create a New Team

Create a New Team

Organisations evolve constantly, and your Teamgage structure should reflect these changes. You can create new teams quickly to keep your hierarchy up to date.

How to Create a New Team

  1. Log into the Teamgage portal
  2. Go to Teams>Teams List from the left hand side navigation
  3. Click the + New button
  4. Leave the default to Structural Report
    1. Only select Analysis Report if you are looking to create a report for deeper demographic analysis
  5. Enter a unique team name
  6. Choose the Parent Team* to define where this team sits in your organisational hierarchy
  7. Select a different Metric Set (if this team will have a different set)
  8. Click Save
Once the team is created, you can:
  1. Add team members
  2. Add team managers

Here's What It Looks Like


Practical Example

You need to add a new Sales team in South Australia. Your current structure:
  1. Entire Organisation
    1. Entire Organisation > Sales
    2. Entire Organisation > Sales > Australia
    3. Entire Organisation > Sales > Singapore
    4. Entire Organisation > Sales > Japan
At step 6, you would select Entire Organisation>Sales >Australia as the Parent Team. The new team sits under the Australian team as a sub team.
After adding the team, your updated hierarchy looks like this:
  1. Entire Organisation
    1. Entire Organisation > Sales
    2. Entire Organisation > Sales > Australia
      1. Entire Organisation > Sales > Australia > South Australia
    3. Entire Organisation > Sales > Singapore
    4. Entire Organisation > Sales > Japan
  1. Edit a Team Name
  2. Moving a Team in Your Organisational Hierarchy
  3. Delete a Team
  4. Restore a Team
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