Help Center

Managing Teams

Teams are a great way to split up your workspace members for both scheduling and reporting purposes. Access team management in your workspace settings.

Create and Manage Teams

When creating a team you just need a team name, no other attributes are required. Once you have set a name you can assign the members of your workspace to that team by selecting the checkbox next to their name and clicking "Add to team".

Sort and Search the Teams List

  • Sort by name, date added, and last updated.
  • Search by name.

Manage Team Members

You can add or remove members from teams anytime. Workspace members may only belong to one team at a time, which ensures capacity reporting is more accurate as capacity cannot be duplicated by having the same member on multiple teams. You can add or remove members from teams while editing the team, or while editing individual members.

Isolating Team Members Using Permissions

If you wish to create a greater level of privacy and security within your organization, you can isolate team members to only be able to view tasks within their team, or you can allow them to see tasks across all teams. To do this you can assign them the Member role which has this permission unchecked by default, or you can create a custom role.

To learn more about assigning permissions to members, view the managing roles and permissions article.

Delete Teams

You can permanently delete teams, which will remove the team from each member. This will not impact members, tasks, etc.

Bulk Manage Teams

You can select multiple teams and permanently delete them in bulk.

Note

Team management requires the Teams permission.

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