Teams

Open Settings → Teams to group members and choose their Teamleads.

Owners and Admins can use this page.

Create a teamCopy Anchor Link

1. Click Create Team under Settings → Teams.
2. Enter a Team Name of at least 2 characters.
3. Add a Description if needed.
4. Add people under Team Members.
5. Choose Team Member or Team Leader for each person.
6. Click Create Team.

Added people receive a notification.

The team listCopy Anchor Link

The list shows every team with its description, the number of Members and when it was Created. Search by team name, or filter by members and creation date.

Edit a teamCopy Anchor Link

1. Click the team name.
2. Change the name, the description, the members or their team roles.
3. Click Save Changes.

To remove someone from the team, click the X next to their name. The person stays in the workspace.

Delete a teamCopy Anchor Link

1. Open the menu … next to the team.
2. Click Delete Team.
3. Confirm deletion.

The members stay in the workspace. They just no longer belong to this team. You can't undo this.

Import and export teamsCopy Anchor Link

1. Open the arrow next to Create Team.
2. Choose Import teams.
3. Download the template.
4. Complete one row per team.
5. Upload the file.
6. Check the preview.
7. Click Import teams.

The import accepts .xlsx files up to 10 MB. Email addresses and roles must be in the same order. People outside the workspace are skipped. Invite them under Users first.

Export teams in the same menu downloads teams in the import format.

Good to knowCopy Anchor Link

• A team with a name that already exists is created a second time. Check the preview for Name already exists.
• Imported members don't get a notification.
• You can also set someone as Teamlead in their details on the Users page.
• Teamleads can't open this page. Owners and Admins manage teams.

Related articlesCopy Anchor Link

• Users