Creating and managing teams

How to group people into teams, what teams unlock, and how to maintain them.

A team is a named group of members. Teams are useful for:

• Filtering tasks ("show me everything assigned to the Design team").
• Keeping chat scoped, each team gets its own chat channel.
• Letting team leads assign work without granting org-wide manager rights.

A member can belong to several teams; teams can have one or more leads.

Creating a team

1. Open Dashboard → Teams.
2. Click New Team (top-right).
3. Fill in:
   • Name, required. Example: Design, Sales East.
   • Description, optional, one line.
   • Colour, pick from the swatches. The team badge and member avatars use this colour.
4. Click Create Team.

You'll land on the new team's detail page.

Adding members

On the team detail page:

1. Click Add Members.
2. Tick everyone you want in the team. You can search by name.
3. Save.

To make someone a lead:

1. On the team page, find the member in the list.
2. Click the menu next to their name → Mark as Lead.

Leads can assign tasks to anyone in their team, even if they don't have org-wide management permissions.

Editing or deleting a team

• Rename / change colour / change description, open the team and click Edit Team.
• Delete, open Dashboard → Teams, click the menu on the team's row, choose Delete. Tasks that were assigned through the team stay assigned to the individual members; only the grouping disappears.

Permissions you'll need

Creating, editing, or deleting teams requires the Manage Teams permission, which Owners, Admins, and Managers have by default.