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How to create departments?

Organize and Oversee Your Team Keep your team structured by creating departments based on different functions or projects.

Samir Rashed avatar
Written by Samir Rashed
Updated over 2 months ago

To Create a Department Navigate Department in "Team management" Section under settings menu

Click on "Create new department" and fill the following details

  1. Department Title: Enter the name of the department in the "Department Title" field. This will be the name used to identify the department within your system.

  2. Description: Enter a brief description of the department in the "Description" field.

  3. Agents: Assign agents or team members to the department. This involves selecting individuals who will be part of the department and managing its tasks.

  4. Stages: Define any stages or phases relevant to the department’s workflow. This helps in organizing and tracking the progress of tasks within the department.

Check the departments list after adding a new one. You can easily edit or delete departments to keep your business updated.

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