Teams

Creating and Editing Teams

The Clubhouse Teams feature allows organizations to employ distinct workflows at the Story and Project level while still enjoying high-level views and cross-functional collaboration across Epics and Milestones. 

How to Create A New Team

You can create a new team by navigating to Settings > Teams and using the Teams wizard. 

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Step 1. Name and describe your new Team. 

Assign a name to your Team. Team description is optional.

Create a Team in Clubhouse

Step 2. Move over existing Projects (optional)

If your new Team is going to be where you move an existing Project, you will want to select Yes. It is only possible to move Projects between Teams that have the exact same workflow.

If you don't want to move over any Projects, you can click "No" to move on to Step 3b.

Create new team wizard in Clubhouse

Step 3a. Select Project(s) to move (optional)

Moving Projects to new Teams in Clubhouse

Step 3b. Select Workflow 

If you do not choose to move over an existing Project, you will need to select a default Workflow. You can select from our Standard Workflow (which is our sensible default for software development teams), Simple (which is the minimum Workflow for the system), or you can select a workflow from a pre-existing Team. 

Selecting workflow for a Team Clubhouse

 

Step 4. Create your Team

Create your Clubhouse Team final step

Once you select, the "Create Team" button you will be brought back to the main screen where you can edit the name, description, and Workflows of any Team.

You can also move Projects between Teams from this admin area provided the two Teams have the same Workflow.

For more information on moving Projects between Teams please see our Moving Projects and Stories Between Teams article. 

Moving Projects Admin Clubhouse

If you choose not to move any Projects, you will need to create at least one Project in order to begin using your new Team board. 

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