Administration

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Teams

Since communication between teammates is crucial when working on a project, the Teams feature makes things easier. It provides you with a way to keep up with what you and your Team are working on.

You can think of Team as a group of individuals that are working together to achieve shared goal. It can be a department, project team, functional department, or any other kind of team you’d like it to be. People in created Teams can communicate with their teammates, be notified, or updated about certain actions.

To go to a Team page:

  1. Navigate to your profile picture at the bottom left corner
  2. Choose Teams from the menu

You’ll jump to the Teams page where you can see all the Teams available in your Space.

  1. Tap on the hamburger menu at the top left
  2. Choose Users and Teams

You’ll jump to the page where you can see all the users and Teams available in your Space.

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Create Team #

To create a Team:

  1. Click +New button at the top left corner
  2. New Team is automatically created

Once you created it, you can add new members that are already in your Space to the Team you created by clicking +Add team members.

  1. Tap on the + button in the top right corner
  2. Enter Team name
  3. Tap Done to complete the action

Once you created it, you can add new members that are already in your Workspace to the Team you created by going to the teams page, accessing a team, and selecting Add team members option that a particular team menu.

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All team members (except for those with Viewer role) can rename the Team, add and remove team members, and delete the Team. However, on paid subscription plans, Admins have the flexibility to customize these permissions and specify which user types can manage teams. For more detailed information on adjusting team management permissions check out this article.

Rename Team #

When you need to update the name of your team for improved clarity or rebranding purposes, follow these steps:

  1. Click on the three dots at the top right corner
  2. Choose Rename team (or click on the name of the Team in question)
  3. Type new Team name
  4. Click outside of the designated area to complete the action
  1. Tap on the hamburger menu at the top left
  2. Choose Users and Teams
  3. Tap on the desired Team
  4. Tap on three dots in the top right corner
  5. Select Rename team
  6. Type new Team name
  7. Tap Done to complete the action

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Mention Team #

Keep all Team members up-to-date with this @team mention feature in the Comments section, or in the Rich Text Field. All Team members will be notified of the changes that were made by getting a Bell Notification and thus drawing the attention to an update.

Subscribe Team to Item #

If you’d like to subscribe the entire Team to Item, follow these steps:

  1. Click on the Item
  2. Navigate to the Item subscriptions button
  3. Type Team’s name

You’ll get the Email and Bell Notification about the subscription.

  1. Tap on the Item
  2. Tap on the Item subscriptions icon in the top right corner
  3. Enter team name or select the team from the list
  4. Tap Save to complete the action

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Unsubscribe Team from Item #

If you’d like to unsubscribe Team Members from Item, follow these steps:

  1. Click on the Item
  2. Navigate to the Item subscriptions button
  3. Click X next to the Team you’d like to remove

Team will be immediately unsubscribed from Item. Team Members will still be able to see the Item in question, but won’t get any new notifications about updates.

  1. Tap on the Item
  2. Tap on the Item subscriptions icon in the top right corner
  3. Tap on the Team you would like to remove
  4. Tap Save to complete the action

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Subscribe Team to Board #

  1. Navigate to the +Invite button at the top left corner of the Board.
  2. Start typing the name of the Team then choose it from the list.

All Team Members will be notified that they’re being assigned to the Board in question.

  1. Tap on three dots in the top right corner to access Board menu
  2. Select Board info
  3. Tap on Members
  4. Select the team from the list or find it in search and tap on it
  5. Tap Save to complete the action

Unsubscribe Team from Board #

This action is currently available on Web version of the app only.

Just like subscribing Team to Board, you can also unsubscribe Team from Board, as well. Navigate to the +Invite section at the top of the Board. Click X next to the Team you’d like to remove from the Board. Team Members will still be able to see the Board in question, but won’t get any new notifications about updates.

Remove from Team #

To remove members from the Team:

  1. Click on your profile at the bottom left corner
  2. Choose Teams
  3. Select the team from the left sidebar
  4. Click x next to the Member’s name

Member will be immediately removed from the Team.

  1. Tap on the hamburger menu at the top left
  2. Choose Users and Teams
  3. Tap on the desired Team
  4. Tap on three dots in the top right corner
  5. Select Remove from team
  6. Tap on icon next to the user name
  7. Tap Remove
  8. Tap Done to complete the action

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Delete Team #

To delete Team, follow these steps:

  1. Click on the three dots at the top right corner
  2. Choose Delete team
  3. Click Delete in the confirmation modal to confirm the deletion
  1. Tap on the three dots at the top right corner
  2. Choose Delete team
  3. Tap Delete in the confirmation modal to confirm the deletion

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All team members (except for those with Viewer role) can rename the Team, add and remove team members, and delete the Team. Admins can perform all these actions, even if they are not a member of a particular Team.

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