Create, edit and delete a team – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Create, edit and delete a team

Create a new team

  1. Go to People > Teams.
  2. Click New Team.
  3. Add Name and other necessary information.
  4. Click Save as new.

Edit a team

  1. Go to People > Teams.
  2. Edit a team either by:
    • Click on the team name and in the summary page click Edit or
    • Click the pencil icon of the team you want to edit.
  3. After you have done the changes, click Save.

Delete a team

  1. Go to People > Teams.
  2. Click on the checkbox of the team you want to delete.
  3. Click Delete.
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