Add staff teams

Step 1: Staff Settings

Teams can be used to customise email notifications. For example, you want the Billing team to get an email when the status of a job changes to Ready to Invoice.

Teams are also used when creating search filters. For example, you want to view only those jobs where the client manager belongs to the Financial Services team.

Key Learning Points

  • Teams are used for email notifications and to filter client information.

 

What should I do now?

  • If you want to create staff teams, do this now and then proceed to Add custom task rates.
  • If you are not sure about using teams yet, you can return to this topic once you start working in the application. Continue with the next tutorial: Add custom task rates

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