Using the Teams Page

How to use the Teams Page

Teams are used for the workflow feature. When a form needs to go through a series of steps in a workflow, teams help provide a list of users that can be selected during the workflow either as a group, or individually. Users can be assigned to as many teams as needed to accommodate different workflows.

Set up users before setting up teams.

1. From the Administration menu, click Teams to open the Teams page. In the upper right, click    (Add Team) to open the Add Team window.

   

2. Enter a team name in the Team Name field.

3. Click the Add icon in the Team Member list to open the Add Team Members window.

   

4. Select the members of the team from the list of users in FormsPro.

5. Select a primary lead from the list of team members already on the team. Then, select a second lead if necessary. Team leads are used to assign a supervisor or other type of person in charge to a step in a workflow.

6. Click Save.