What is a team?
A team is a group of members you organize together so you can easily invite them to a project or assign tasks collectively, rather than adding each person individually.
NOTE:
There can only be ONE leader in each team.
Team admins can be numerous.
Anyone can be a leader, as long as you are not a guest in the Workspace
Currently, a team leader and its admins share the same administrative power. However, in the future, when a teamwork delegation feature is added, a team leader will have greater advantage.
Only Workspace admins can create teams and this feature is not applicable for Free Trial.
How to create a team:
1 - Go to "People" page in the sidebar navigation.
2 - Under...your guess - A "Teams" tab, click on the Create Team button
3 - Enter the name of your team and choose a team leader - You will not be able to create a team without one.
4 - Click on the "+" button if you want to add more members (optional) - You can have a team of one!
5 - Hit Create.
How to customize your team's avatar:
1 - Go to "People" page in the sidebar navigation.
2 - Select your team from the team list, click on the profile picture by the team's name to select your desired photo.
How to manage the members' roles:
1 - Go to "People" page in the sidebar navigation.
2 - Under "Teams" tab, open your team, then click on the 3-dot icon aligned with your teammate to extend the options list.
3 - You can change a team member to an admin and vice versa. In here, you can also add/remove members, change the leader & delete the team.
Additional options:
If you wanna assign someone else to be the Team Leader of the team (downgrade their role), confirm "Transfer the Team Leadership" to another user.
The ex-Team Leader will become an Admin by default.
Managing your Team's Chat Channel/Group Chat:
When you create a team, a chat channel/group is created automatically. Hence, when you delete a team, its chat channel/group will be archived automatically.
To leave a team, simply follow these steps:
1 - Go to "People" page in the sidebar navigation.
2 - Under "Teams" tab, open your team, then click on the 3-dot icon aligned with your team's name.
3 - You can leave a team as a member - The team leader cannot leave without completing the leadership transfer.
To delete an entire team, follow the same steps and select Delete team.
To revert the action (restore the deleted team), follow the same steps and select Restore team.
Adding a team into a project as admins or members:
All the team members will automatically inherit the privileges, so be careful when you make a team the project admin!
1 - Go to a project.
2 - Go to the "Settings" tab.
3 - Click on the "+" icon in the Project Admins or Project Members section to add a team.
Assigning a task to a team or adding a team as a task's follower:
This feature allows you make all team members responsible for completing a task. If any individual leave the team or is removed, the assigned team stays the same for the remaining members.
1 - Go to a project.
2 - Open a task and its properties window.
3 - Click on to the "+" icon in the "Assigned to" section and select the "Teams" tab.
4 - Pick a team to add.
In case some of the team members are not yet the project members, you will be asked to confirm.
When you remove the team from the project in "Settings", this is how it looks like in the "Assigned to" or "Followers" section - It is grayed out.
New releases - They are here!
Team notifications.
Filtering by Teams on the Overview page.
@Mentioning a Team in Task Comments and Chat Channels