Using Team Manager

Team Manager enables you to view your team and add and remove team members.

To add a new team member:

1. Click Add Team Member.
2. Search for and select the contacts you want to add.
3. Click Add.

Tip:

When creating tasks using the Task Manager or Task Team Calendar components, you can select a team member from the Select New Team Member section to automatically add them to the playbook team when the task is saved.

To remove a team member, click next to the team member and click Remove, then Remove to confirm the action.

For more information about teams, see Managing Teams.