General team settings

You can access the team settings immediately after creating the team, or by clicking on the gear icon in the team details if you are the team administrator.

On the General tab you will find basic information and team settings such as:

• Name
• Description
• Team Manager - This is the user who created the team. You can then change the manager to another team member. The team manager automatically has all permissions.
• "Allow to create new task" switch - This switch sets whether team members can create new tasks within the team.
• Default Display - This setting determines which part of the team is displayed when you first enter it.
• Team Template - This button brings up a dialog box to create a team template.

Team templates

When creating a team template, you need to choose a name and use the available checkboxes to select which records (e.g. settings, bookmarks) should be saved in the template. Once saved, you can edit the template in the workspace settings, on the "Team templates" tab. You will use the template when creating a new team (not a project as originally stated); after selecting the workspace, you will be presented with the saved templates.