Create and Utilize Teams (Enterprise Version only)

Now that you have some team members in your new Streamframe account, you can start utilizing approval chains. In order to implement approval chains you must create a team.

 

To create new teams: 

  1. Go to the Gear icon in the top right corner
  2. Select  System Administration




  3. Select Teams in the list on the left.
  4. Then select + Add Team in the top right corner




  5. Give your new team a name. Insert a team lead. The team lead is the Owner of a Task when Tasks don’t have a specified work type. Hit, Save.




  6. Add team members to the newly created team. Approval chains will only work with team members who are invited to the team.




  7. Set up Approval Chains to fit your workflow

      1. Select + Create new approval chain
      2. Select the specified work type you have created or you may use the default work types 
      3. Add team who you want to be part of the approval chain member
      4. You can rearrange the approval process by dragging names in order. Review process order starts from top to bottom
      5. Rename the different stages of the approval chain 

 

 

To create multiple approval chains for the same team, follow steps 1-5. 

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