How to Create New Divisions

The main reason to set up division is directly related to your budget. You will want to set up division based on how you analyze your budget for the company overall. Employees can be assigned to different divisions but this is not required.

Lindsey Best
13 steps
2 minutes

Ext-Tech

Click "Configuration"

Click "Divisions"

Division Creation

Click "Create"

Type the name of the division in the "Name " field.

Adding in a description is optional.

Click "Save"

Add Members and Edit a Division

Select the division you would like to edit.

Edit by typing in either box to make the changes.

Add members to the division by clicking "+add"

Click the checkbox for those members you want to add.

Click "Add Selected Users"

Notice that the save button is greyed out - when you add or removemembers from the division this updates without the need to hit the save button. As soon as you change the title or the description the save button will become active and you must save before leaving the screen to save changes.

Remove a member from the division by clicking on the trash 'icon'

You can change team members division through their user profile as well.