Using the Teams list view
The Teams list view displays teams in a grid. The grid provides information about each team.
- To sort the grid by a particular field, click one of the column headings.
- To display all teams of a particular type, click a tab in the grid.
Note: The system administrator and users
with the appropriate role can access these features. See What are Roles and Secured Actions?
To access the Teams list view, on the Navigation Bar, click , and click .
On this page you can:
- Create a team. See Understanding a team
- Modify a security profile within a team. See Editing a Security Profile Within a Team
- Click the team name to view the Team detail view. SeeTeam detail view
- Click , to refresh the list information.
- Use the to search for team records. See Using lookup
- Work with records in a grid. See Working with Grids in list views and tabs
- Filter My list. See Using Task Pane filters
- View a group. See What are Groups?
The Task Pane contains the section. In this section, you can:
- Add to group. See Adding Ad Hoc group records
- Remove from group. See Adding Ad Hoc group records
- Save records as a group. See Adding an Ad Hoc group
- Export records to a file. See Exporting records to a file
- Update. See Updating multiple fields for multiple records
- Add to Team. See Adding Team Members
- Remove from All Teams. See Removing a team member