1. Select Organization in the menu.
2. Click the option button (three dots) on the right of the orgunit that you want to create a workgroup for:
3. Select New Workgroup. The New workgroup form will open.
4. Enter the name of your workgroup (e.g. Sales and Marketing alignment ).
5. Save the new workgroup.
6. Continue in the same way to add more workgroups.
To add a sub-workgroup under one of your main workgroups:
1. Click the option button to the right of the workgroup that you want to create a sub-workgroup for:
2. Select New workgroup. The New workgroup form will open.
3. Enter the name of your sub workgroup (e.g., Sales kit)
4. Save the new sub-workgroup.