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To allow the members of a team to get assignments for review, you add the team to a phase. You can add one or more teams to a phase.
Initially, you add teams to a phase when you create a workflow. You can also add teams to the phases in an existing workflow.
Administrators and group leaders with permissions can add teams to a phase. For information about how to grant permissions, see Grant administrative access.
Note: A phase that does not contain any teams will not contain assignments.
Use the following procedure to add teams to a phase.
1.To access the Teams page for a phase, do the following:
a.On the Case Home page, under Review Setup, click Workflows.
b.Click the workflow that contains the phase that you want to add a team to.
c.Click the name of the phase.
d.In the navigation pane, click Teams.
2.On the Teams page, click Add.
3.Select the check box next to each team that you want to add to the phase.
After you add teams to a new workflow, you configure security for the workflow. For more information, see Set security for workflows.