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Adding and removing teams

Teams

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Portfolio for JIRA lets you play with what-if scenarios, such as:

  • Adding a team member without impacting other plans containing a team
  • Simulating changes, like planned vacations, without impacting other plans
  • Limiting the visibility of the absence and presence of team members, by managing plan permissions

Adding a team

  1. Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
  2. Click the Teams tab to display the teams section below the timeline.
  3. In the Teams section, click + Create team.
  4. Select one of the following options:
    • Create new private team, to create a team that's specific to the current plan, then give the new team a name.
    • Use existing shared team, to add a team that's shared across plans to the current plan. The members of the shared team will be added to the current plan as well.
  5. Click Add.
  6. Commit the changes back to your JIRA instance.

Adding a member to a team

You can add members to a team as necessary — this applies to both new teams and existing shared teams.

  1. In the Teams section, find the team to which you want to add a member, then expand the team to view its members.
  2. In the selected team, click + Add person.
  3. Enter the name of the user you want to add to the team.
    Note that you can also add virtual users to the team.
  4. Click Enter. The user will be added to the team.
  5. Commit the changes back to your JIRA instance.

Removing a member from a team

  1. In the Teams section, find the team from which you want to remove a member, then expand the team to view its members.
  2. In the selected team, hover over the user that you want to remove > click  > Remove.
  3. In the confirmation dialog, click Remove.
  4. Commit the changes back to your JIRA instance.

Removing a team

  1. Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
  2. Click the Teams tab to display the teams section below the timeline.
  3. In the Teams section, go to the team you want to remove from the plan, and click the  icon that appears.
  4. Click Delete. This will remove the team from the current plan.
  5. Commit the changes back to your JIRA instance.

(info) If the deleted team was a shared team, this will not delete the shared team from Portfolio for JIRA. See Managing shared teams to know more about deleting shared teams.

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Last modified on Nov 23, 2017

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