How to Create a Team in WindSketch

The Team function within WindSketch is a powerful feature designed to streamline your project management. By creating different teams and assigning them to projects, you can organize your workload more efficiently and ensure each project is handled by the right group of specialists. Here's a step-by-step guide on how to create a team within WindSketch.

Step 1: Access Settings

Begin by logging into your WindSketch account and navigating to your dashboard. Click on your profile picture located in the top right corner of the screen to open a dropdown menu. From this menu, select "Settings" to be directed to the settings page.

Step 2: Go to Teams

Within the settings page, you will find a menu on the left side of the screen. Look for the "Teams" option and click on it. This action will take you to the Teams section where you can manage and create new teams.

Step 3: Create a New Team

In the Teams section, find and click on the "Create Team" button. This will open a form where you can define the details of your new team.

Step 4: Fill Out Team Details

On the form that appears, enter the name of your team. Choose a name that clearly identifies the team's function or the members' expertise, making it easier to assign them to relevant projects later on. After entering the name, click the "Accept" button to proceed.

Step 5: Assign Members to Your Team

Once your team is created, you'll see it listed in the Teams section. The next step is to assign members to your team. To do this, click on the three dots at the end of the team's name and select "Manage Workers."

Step 6: Add Team Members

A form will appear, allowing you to add members to your team. Enter the email address or name of the member you wish to add. As you type, WindSketch will suggest matching users. Select the appropriate individual for your team and repeat this process for each member you wish to add. Once all members have been selected, click the "Accept" button to finalize your team.

About James Miller

James Miller works as a Customer Support Specialist at Windsketch, a software company for the window and door industry. With a knack for problem-solving and a deep understanding of Windsketch's products, James efficiently resolves client issues, ensuring they get the most out of their software. His technical skills and customer-focused approach have made him a valuable asset to both Windsketch and its customers.