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Every team needs a task. Let's learn how to create teams and create tasks for teams in SwiftFox. They go together.

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First, let's define what we mean by team. A SwiftFox team is a group of users who share the same permissions and are usually within the same department of your organisation, such as your marketing team or your finance team. The benefit of teams in SwiftFox is you can also assign tasks to teams. Quick note: Only the special admin users can create teams.

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So if you would like to create a team of users and you are not an admin, you'll have to speak really nicely to your admin team to create one for you. Admin users. First go to settings select user groups. Here you can see a number of groups that are also teams, each with a different number of members. Today we will create a new user group.

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So select add a user group. We're going to call this user group Comms team. Now in this new user group I will select this group is a team. A quick clarification. User group and team can sometimes be confusing. Here's the difference. A user group consists of users grouped together with the same set of permissions. You may have features, profiles, or contacts, but can only be accessed by a specific user group.

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A team is an upgraded user group with the extra ability to assign tasks to users. Every team is a user group, but not every user group is a team. Let's get back into it. To adjust user permissions, select permissions. Below is a list of all the features in SwiftFox. Switch on the features this team will have access to.

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Great. Select manage members. Then find your dream team by searching for users here, then selecting add. I'll add a few now. Now once you have reviewed the permissions, select save and close.

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Now we have created our team. It's time to start assigning tasks. So I'll select tasks from my home screen. Here I can see a list of my tasks under teams. You can see tasks that different teams have been assigned. So I will create a task. Write a brief description of the task and then search for my new SwiftFox team.

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Adjust the permissions and then I'll select save. Great. I've successfully created a task for my team. I'll return to the team board and here I can see all my team tasks. Excellent. Now everyone in our team knows exactly what to do.