Purpose
Use the Active Teams tab to view and manage teams that are currently available for task assignment and reporting. From this tab, you can see key details about each team, open the Add Team and Edit Team dialogs, and access toolbar actions such as search, filters, and audit logs.
This article explains what you see on the Active Teams tab and how to work with the active team list.
Open the Active Teams tab
Open Team Management.
For steps, see Navigating to Team Management.Make sure the Active Teams tab is selected.
The Active Teams tab is selected by default when you open Team Management.
The Deactivated Teams tab shows teams that are inactive but retained for history and audit. For details, see Deactivated Teams.
Understand the Active Teams list
The Active Teams tab shows a table with one row per active team. The table includes fields that describe the team and its current state.
Team list fields
The following columns are typically available on the Active Teams tab. Some may be locked (always visible) and others can be turned on or off in Edit Columns.
Figure 1. Active Tab
Table 1. Active Teams fields
| Field/Column | Description |
|---|---|
| Team ID | System-generated unique identifier for each team. |
| Team Name | User-assigned descriptive name for the team. |
| Team Description | (Optional) Details or explains the function or scope of the team. |
| Team Manager | The user(s) responsible for team oversight. |
| Head Count | Number of member users assigned to the team. |
| Open Tasks | Count of incomplete work items assigned to the team. |
| Created | Date when the team was originally created. |
| Modified | Date and time of the most recent change to team details or membership. |
| Status | Indicates if the team is "Active" (available for assignments) or "Inactive". |
| Actions | Icons for edit (pencil), delete (trash bin), or toggle status for each team. |
View details for a specific team
To quickly inspect a particular team:
On the Active Teams tab, locate the team in the list.
You can use Search or filters to narrow the list. See Toolbar Actions.
Review the columns for that team:
Team Manager, Head Count, and Open Tasks help you understand who is in the team and how much work is currently assigned.
Created and Modified help you understand how recently the team or its membership changed.
To change the team, select the Edit icon in the Actions column.
For details, see Edit Team.
Notes and behavior
Active vs. deactivated
Only active teams appear on the Active Teams tab.
When a team is deactivated, it moves to the Deactivated Teams tab and is excluded from new task assignments and Automatic Task Distribution until it is reactivated.
Team name uniqueness
Team names must be unique.
If you try to create or rename a team to a name that already exists, Auditoria shows an error and does not save the change.
RBAC behavior
Each team has a default RBAC role. Users on the team inherit this role in addition to any role assigned directly at the user level.