Teams

Teams help you organize members into functional groups—by department, discipline, or project focus. Team groupings affect how workload views are organized and help managers oversee their people.

Why Use Teams?

• Workload organization: Team Workload groups members by team for easier scanning
• Management clarity: Managers can focus on their team's capacity
• Reporting: Filter projects and utilization by team

Creating a Team

1. Navigate to Settings → Teams
2. Click Add Team
3. Enter the team name (e.g., "Design", "Engineering", "Strategy")
4. Optionally assign a team lead
5. Click Save

Team Settings

Adding Members to Teams

Members can belong to multiple teams. To assign:

1. Go to Settings → Teams
2. Click on a team to open its settings
3. Click Add Members
4. Select members from the dropdown
5. Changes save automatically

Alternatively, assign teams when inviting new members.

How Teams Affect Other Features

Workload Views

The Team Workload page groups members by their assigned teams. Toggle "Group by Team" to switch between grouped and flat views.

Filtering

Many tables support filtering by team:

• Projects list
• Workload views
• Time off calendars

No Permission Impact

Teams are organizational only. They don't affect permissions—use roles for access control.

Best Practices

Keep teams focused. Teams should represent real organizational units (Design, Engineering) not temporary project groups.

Allow multiple memberships. A developer who also does design work can belong to both teams.

Assign team leads. Even if informal, having a designated lead helps with communication and workload oversight.

Review quarterly. As your organization evolves, update team structures to match.

Related

• Members — Manage team members and roles
• Team Workload — View workload grouped by team
• Overview — Cross-team utilization dashboard