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How to Create a Team

The Teams Tab allows you to organize your departmental or project teams like never before. Simply drag and drop People into Team Leader and Team Member slots.

 

STEP 1: Access Teams on Prevue Hub

Click on the <Teams> menu item on the toolbar.

 

STEP 2: Create a Team

  • Click <Create>
  • Name your Team within <Edit Team Name>
  • Find your Team Leader from the People on the left-hand side by either scrolling or filtering. When the Team Leader is found, drag and drop their name card towards <Leader> so that you see <Add Leader> displayed.
  • Input the Team Leader’s Job Title.
  • Click <Insert>
  • Click <Save>

 

STEP 3: Add Team Members

  • Find your Team Members from the People on the left-hand side by either scrolling or filtering. When the Team Member is found, drag and drop their name card within the newly created Team so that you see <Add Member> displayed.
  • Input the Team Member’s Job Title.
  • Click <Insert>
  • Repeat this process until all Team Members have been added.