Team basics

What is a Team?

Teams are subsets of people in your Organization who collaborate on projects with each other. Each Team has its own Members and projectsprojects Projects are lists of tasks. Read more , Team ConversationsTeam Conversations You can start a team Conversation to make an announcement, discuss multiple projects, or share team-related information. Read more , and Team Calendar.

When a Member first joins an Organization, they are not automatically added to Teams within that Organization; each person must create or join Teams within the Organization.

An Organization Member can belong to multiple Teams simultaneously.

Teams in the Sidebar

If you’re a Member of an Organization, you will find a list of its Teams in the sidebarsidebar Use the sidebar to navigate to the dashboard, starred items, projects, and teams. The sidebar can be collapsed. Read more . As a Member, you will see two lists of Teams in the sidebar. The first are the Teams that you have access to and the second are Teams they don’t don’t have access to (along with the option to join them).

If you are a Guest in an Organization, your sidebarsidebar Use the sidebar to navigate to the dashboard, starred items, projects, and teams. The sidebar can be collapsed. Read more will contain a list of the Teams you can access. Guests cannot see any other Teams in the Oragnization.

Team names will appear below your Stars & Recents.  

teams in sidebar

From the sidebar, you can:

  1. View Teams you’re a Member of
  2. Browse and join other Teams in the Organization
  3. Create a new Team

If you do not see Teams in the sidebar, that means you are in a Workspace. Learn how to create an Organization in this article.  

Create a Team

Create a new Team to begin collaborating with your colleagues in an Organization.

create a team

To Create a Team:

  1. Scroll to the bottom of the sidebar and click Browse More Teams
  2. Scroll to the bottom of the sidebar again and click Create New Team
  3. In the popup window, you can enter a Team Name, invite Members to your Team, and set the Team’s permissions
  4. When you are done, click Add New Team

After creating the Team, you can always adjust the Team’s permission setting via the Team Settings.

Join a Team

Browse for other Teams in your Organization from the sidebar. Request to join one if you’d like to access the Team’s projects and collaborate with other people in the Team.

join a team

To join an existing Team:

  1. Scroll to the bottom of the sidebar and click Browse More Teams
  2. Click Join next to a Team’s name

After requesting to join a Team, an existing Team Member will need to approve your request. For public Teamspublic Teams An Organization Member can join a Public team without having to be approved; only available in Premium Organizations. Read more , you will be automatically added without approval.

Organization Guests cannot browse for other Teams they’re not a Member of.

Team Settings

Access your Team’s Settings to change your Team’s name, adjust the Team’s permissions, manage your Team’s Members, change approval notifications, or delete the Team.

access team settings

To access a Team’s Settings:

  1. Hover over the Team’s name and click the gear icon
  2. Select Edit Team Settings

Only Team Members can access the Team’s Settings.

The Team Settings window has 3 tabs:

  • Settings
  • Members
  • Advanced

Settings

team settings tab

From the Settings tab, you can:

  1. Change the Team’s name
  2. Modify the Team’s permissions

Members

members tab

From the Members tab, you can:

  1. View a list of all Members in the Team
  2. Remove other Members or yourself from the Team
  3. Invite new Members to the Team

Advanced

advanced tab

From the Advanced tab, you can:

  1. Modify Membership Approval Notifications
  2. Activate the Harvest integration
  3. Delete the Team

All Team Members will receive an email notification of the deletion and the person whom deleted it will receive a link to undelete it, if they so choose.

Move project to another Team

You can only move a project to Teams you’re a Member of.

move project to another team

To move a project to another Team:

  1. Click the drop down arrow
  2. Select Move to Another Team
  3. Select the destination Team (the checkmark indicates the Team the project currently resides in)

You can also move projects between Teams by dragging and dropping them in your sidebar.

Watch the Product tour: Understanding Teams

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