If you prefer a video format, you can watch the tutorial above (in french). Otherwise, find the written version just below.
Creating teams allows you to organize your users and facilitate activity management, particularly through filters in projects, Kanbans and campaigns.
1. Accessing Team Configuration
Click on your name at the top right.
Go to Configuration.
Click on Teams.
You arrive on a page with several columns: First name / Last name, Email, Team and Enabled. The column we're interested in here is Team.
2. Creating a Team
On a user's row, click in the Team column.
Select "Add to a team".
If no team exists yet, simply type the name of the new team (e.g.: Blue Team or Red Team).
Click on "Create team".
The team is automatically created and the user is added to it.
💡 A user can belong to multiple teams. Simply select multiple teams from the list (and uncheck if necessary).
3. Adding Other Users to Teams
Once teams are created, there is no need to recreate them. For each user, simply select the desired team in the Team column. Users are added one by one.
4. Using Teams in Marvin
Teams can be used across different pages: projects, Kanbans, campaigns, etc.
In the Users filter, you can now:
Filter by individual user
Or filter by team
This automatically displays all projects and candidates linked to the members of a given team.
Key Takeaways
Teams are configured in Configuration → Teams.
They are created directly from the Team column.
A user can belong to multiple teams.
Teams make it easier to filter and visualize projects and candidates.