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How Do I Set Up Teams?

Create and edit teams to simplify communication, streamline access to resources, and improve overall collaboration and productivity.

Teams play a vital role in fostering effective collaboration and enhancing productivity within the company. This article explores the concept of user teams, their benefits, and best practices for implementing and managing them in the Carketa environment.

In team-based environments, user groups are collections of individuals who share similar roles, responsibilities, or functions within an organization. By grouping users together, teams can simplify communication, streamline access to resources, and improve overall collaboration and productivity.

First, ensure that you have all the users that you want to add to a team created. 

Go to Settings > Teams > Create Team (top right corner). Name the Team, this could be the name of the department for example "Detail" or "Mechanics".

Once the team is created click on the 3 dots Screenshot 2023-07-10 at 1.12.17 PM next to the team name and select Edit.

Start adding the users that will be part of the team. 

A recommended approach for utilizing teams effectively is to assign the team to a specific step in the recon template. Whenever a vehicle goes through the recon workflow, the team will automatically be notified of the tasks once they are ready to be worked on.