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Creating a team

Creating a team

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Note: The following content, referenced from Pega Community, is included here to help you better achieve the module learning objectives.

To increase productivity and facilitate distribution of the workload in your application development process, create a team. You can then assign work to team members, and speed up resolution of your cases by providing the team with collaboration tools.

Before you begin: Ensure that your application can use Cosmos React UI for landing pages. For more information, see Implementing Cosmos React UI in Pega Platform. For applications without Cosmos React UI, see Creating a team. You can also refer to teams as work groups.
  1. In the header of App Studio, navigate to a portal that contains the Teams widget.
  2. In the navigation pane, click Teams.
  3. In the header of the My Teams section, click Create team.
  4. In the Create team window, provide information about the team:
    1. In the Name field, enter a unique team name.
    2. Optional: To provide more information about the team, in the About field, enter some text that describes the purpose of the team.
    3. In the Manager field, press the Down arrow key, and then select the name of the user who supervises the work of the team.
    4. Click Submit.
  5. Add team members:
    1. In the My Teams section, click the team name.
    2. On the Team page, in the Members section, click the Edit members icon.
    3. In the Edit members window, in the text field, press the Down arrow key, and then select a user name.
    4. Click Add.
    5. Click Submit.
  6. Optional: To edit information about the team, on the Team page, click Actions Edit team information .
What to do next: Facilitate collaboration in your team by adding the Pulse gadget to your application. For more information, see Collaborating with users by using Pulse.
  • Adding a secondary manager to a team

    Increase the visibility of your work by associating your team with more than one manager.

  • Defining areas of expertise for a team

    As a team manager, define areas of expertise for your team to ensure that your application routes assignments to users with relevant skills.

  • Deleting a team

    Delete a team when it does have any associated users or work queues to reduce complexity in your application.

  • Adding work queues to a team

    To speed up case resolution, improve workload management in your application by adding work queues to your team. You can create multiple work queues that collect tasks for users of different areas of expertise, for example, a work queue that lists tasks for managers.

  • Creating a work queue

    To improve workload management and task routing in your application, create a work queue that holds assignments for operators and robotic queues. Because you associate a work queue with a group of users or a robotic queue, you logically and efficiently categorize work inside your organization.

  • Creating work groups

    Manage work inside your organization logically and efficiently by creating work groups. A work group connects a manager and a group of reporting users to enable relevant workflow management and improve communication.

  • Updating the organizational structure by using the organizational chart

    Reflect the growth of your company by creating new elements in your organizational structure. As your organization develops, you can add new divisions, units, and sub-units that correspond with new elements of your enterprise. Maintaining an organizational structure can accelerate your application development, as you can reuse different application elements across your organization.

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