Teams within EasyMedStat organizations allow for focused collaboration among groups of users working on specific projects or tasks. This guide provides step-by-step instructions on how to create a new team within your organization, enabling effective management and delegation of tasks.

Prerequisites

Before creating a team, ensure that you have:

- Subscribed to an Organization plan in EasyMedStat.

- Administrative rights with "Manage teams" permission within your organization.

Step-by-Step Guide to Creating a New Team

Step 1: Access the Teams Menu

1. Log in to your EasyMedStat account.
2. Navigate to the left menu bar and click on the Teams menu. This option is only visible if you have the "Manage teams" permission.

Step 2: Initiate New Team Creation

At the top-right part of the team list page, locate and click on the "+ New team" button. This will open a form to enter details for the new team.

Step 3: Enter Team Details

1. Enter a Team Name: Choose a name that clearly identifies the team’s purpose or the project they will be working on.
2. Optionally, you can immediately assign team members if you know who will be part of the team. However, this can also be done later.

Step 4: Create the Team

1. After entering the necessary information, click on the "Create" button to establish your new team.
2. You will be automatically redirected to the team edition page where you can further customize the team settings, add members, and define roles.

Best Practices for Team Creation

• Clear Naming Conventions: Use clear and descriptive names for your teams to easily distinguish their functions and projects.
• Immediate Role Assignment: While you can add roles later, defining roles during the creation process can streamline team operations from the start.
• Regular Updates: As projects evolve, revisit your team configurations to add or remove members and update roles as necessary.