Teams

Explore team creation and management in Ownchat: customize details, assign members, and control team activation for optimized task handling and communication efficiency.

Creating teams in Ownchat invlolves team specifics, assigning members, and activating them to streamline task distribution and communication within the platform.

Create New Team

1. Click on "Create New Team": This will open a form to enter team details.

2. Enter Team Details:

   • Team Name: Provide a name for your team (e.g., Sales Team, Support Team).

   • Team Mates: Select team members from the drop-down list.

   • Default Channel: Choose WhatsApp as the default communication channel for the team.

   • Assignment Method:

     • Round Robin Assignment: Tasks or messages are assigned in a rotating sequence among team members.

     • Manual Assignment: Assign tasks or messages manually to specific team members.

   • Status: Set the status to Enabled to activate the team immediately.

3. Click on "Create": Once all details are filled, click on the create button to create the team.

Step 3: Managing Teams

1. View Team Details: After creating the team, you can view team details by clicking on the team name.

2. Edit Team Details: If needed, you can edit team details by navigating to the team management section, selecting the team, and modify whatever needed.

3. Inactive Team: You can also have an option to disable team by disable the status. Team's status will be updated to inactive. This means the team will no longer be active for assignments or communication.

Efficiently managing teams in Ownchat involves defining team details, assigning members, and activating teams for streamlined task distribution and effective communication. By utilizing features like round-robin or manual assignment methods and ensuring team status management, businesses can enhance collaboration and optimize productivity within the platform.