{"id":1161,"date":"2022-06-30T13:06:07","date_gmt":"2022-06-30T13:06:07","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=1161"},"modified":"2024-08-13T08:28:57","modified_gmt":"2024-08-13T08:28:57","slug":"teams","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/administration\/user_management\/teams\/","title":{"rendered":"Teams"},"content":{"rendered":"\n

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. <\/p>\n\n\n\n

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. <\/p>\n\n\n\n

To go to a Team page:<\/p>\n\n\n

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  1. Click on three dots at the top left corner<\/li>\n\n\n\n
  2. Choose Teams<\/strong> from the menu<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    You’ll jump to the Teams<\/strong> page where you can see all the Teams available in your Space. <\/p>\n\n<\/div>

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    1. Tap on Users and Teams<\/strong> on the home page<\/li>\n<\/ol>\n\n\n\n

      You’ll jump to the page where you can see all the users and Teams available in your Space. <\/p>\n\n<\/div>

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      COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

      Create Team<\/h2>\n\n\n\n

      To create a Team:<\/p>\n\n\n

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      1. Click + <\/strong>button at the top left corner <\/li>\n\n\n\n
      2. New Team is automatically created<\/li>\n<\/ol>\n\n\n\n

        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<\/strong>. <\/p>\n\n\n\n

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        1. Tap on the +<\/strong> button in the top right corner<\/li>\n\n\n\n
        2. Enter Team name<\/li>\n\n\n\n
        3. Tap Done<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          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<\/strong> option that a particular team menu.<\/p>\n\n<\/div>

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          COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

          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<\/a>.<\/p>\n\n\n\n

          Rename Team<\/h2>\n\n\n\n

          When you need to update the name of your team for improved clarity or rebranding purposes, follow these steps:<\/p>\n\n\n

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          1. Click on the three dots<\/strong> at the top right corner on the team page<\/li>\n\n\n\n
          2. Choose Rename team<\/strong> (or click on the name of the Team in question)<\/li>\n\n\n\n
          3. Type new Team name<\/li>\n\n\n\n
          4. Click outside of the designated area to complete the action<\/li>\n<\/ol>\n\n\n\n
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            1. Tap on Users and Teams<\/strong> on the home page<\/li>\n\n\n\n
            2. Tap on the desired Team<\/li>\n\n\n\n
            3. Tap on three dots in the top right corner<\/li>\n\n\n\n
            4. Select Rename team<\/strong><\/li>\n\n\n\n
            5. Type new Team name<\/li>\n\n\n\n
            6. Tap Done to complete the action<\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n<\/div>
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              COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

              Mention Team<\/h2>\n\n\n\n

              Keep all Team members up-to-date with this @team mention<\/strong> feature in the Comments <\/strong>section, or in the Rich Text Field<\/strong>. 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. <\/p>\n\n\n\n

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              \"\"<\/figure>\n<\/div>\n\n\n\n
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              \"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

              Subscribe Team to Item<\/h2>\n\n\n\n

              If you’d like to subscribe the entire Team to Item, follow these steps:<\/p>\n\n\n

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              1. Click on the Item<\/li>\n\n\n\n
              2. Navigate to the Item subscriptions<\/strong> button<\/li>\n\n\n\n
              3. Type Team’s name<\/li>\n<\/ol>\n\n\n\n
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                You’ll get the Email and Bell Notification about the subscription. <\/p>\n\n<\/div>

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                1. Tap on the Item<\/li>\n\n\n\n
                2. Tap on the Item subscriptions icon<\/strong> in the top right corner<\/li>\n\n\n\n
                3. Enter team name or select the team from the list<\/li>\n\n\n\n
                4. Tap Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
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                  COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                  Unsubscribe Team from Item<\/h2>\n\n\n\n

                  If you’d like to unsubscribe Team Members from Item, follow these steps:<\/p>\n\n\n

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                  1. Click on the Item<\/li>\n\n\n\n
                  2. Navigate to the Item subscriptions<\/strong> button<\/li>\n\n\n\n
                  3. Click X<\/strong> next to the Team you’d like to remove<\/li>\n<\/ol>\n\n\n\n

                    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. <\/p>\n\n\n\n

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                    1. Tap on the Item<\/li>\n\n\n\n
                    2. Tap on the Item subscriptions icon<\/strong> in the top right corner<\/li>\n\n\n\n
                    3. Tap on the Team you would like to remove<\/li>\n\n\n\n
                    4. Tap Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n<\/div>
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                      COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                      Subscribe Team to Board <\/h2>\n\n\n
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                      1. Click on the +Add members<\/strong> at the top right corner of the Board. <\/li>\n\n\n\n
                      2. Start typing the name of the Team then choose it from the list. <\/li>\n<\/ol>\n\n\n\n

                        All Team Members will be notified that they’re being assigned to the Board in question.<\/p>\n\n\n\n

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                        1. Tap on three dots in the top right corner to access Board menu<\/li>\n\n\n\n
                        2. Select\u00a0Board info<\/strong><\/li>\n\n\n\n
                        3. Tap on\u00a0Members<\/strong><\/li>\n\n\n\n
                        4. Select the team from the list or find it in search and tap on it<\/li>\n\n\n\n
                        5. Tap Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n<\/div>
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                          Unsubscribe Team from Board<\/h2>\n\n\n\n

                          This action is currently available on Web version of the app only.<\/p>\n\n\n\n

                          Just like subscribing Team to Board, you can also unsubscribe Team from Board, as well. Navigate to the +Invite<\/strong> section at the top of the Board. Click X<\/strong> 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. <\/p>\n\n\n\n

                          Remove from Team<\/h2>\n\n\n\n

                          To remove members from the Team:<\/p>\n\n\n

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                          1. Click on three dots at the top left corner<\/li>\n\n\n\n
                          2. Choose Teams <\/strong><\/li>\n\n\n\n
                          3. Select the team from the left sidebar<\/li>\n\n\n\n
                          4. Click x<\/strong> next to the Member’s name<\/li>\n<\/ol>\n\n\n\n

                            Member will be immediately removed from the Team. <\/p>\n\n\n\n

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                            1. Tap on the hamburger menu at the top left<\/li>\n\n\n\n
                            2. Choose\u00a0Users and Teams<\/strong><\/li>\n\n\n\n
                            3. Tap on the desired Team<\/li>\n\n\n\n
                            4. Tap on three dots in the top right corner<\/li>\n\n\n\n
                            5. Select Remove from team<\/strong><\/li>\n\n\n\n
                            6. Tap on –<\/strong> icon next to the user name<\/li>\n\n\n\n
                            7. Tap Remove<\/strong><\/li>\n\n\n\n
                            8. Tap Done<\/strong> to complete the action<\/li>\n<\/ol>\n\n<\/div>
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                              COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                              Delete Team <\/h2>\n\n\n\n

                              To delete Team, follow these steps:<\/p>\n\n\n

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                              1. Click on the three dots at the top right corner<\/li>\n\n\n\n
                              2. Choose Delete team<\/strong><\/li>\n\n\n\n
                              3. Click Delete<\/strong> in the confirmation modal to confirm the deletion<\/li>\n<\/ol>\n\n\n\n
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                                1. Tap on the three dots at the top right corner<\/li>\n\n\n\n
                                2. Choose Delete team<\/strong><\/li>\n\n\n\n
                                3. Tap Delete<\/strong> in the confirmation modal to confirm the deletion<\/li>\n<\/ol>\n\n<\/div>
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                                  COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                  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.<\/p>\n\n\n\n

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                                  Related Articles<\/h3>\n\n\n\n