Administration

Teams

Group people into teams so they can be added to projects and work streams together.

A team is a named group of members with an owner. Teams save time in delivery: when you add a team to a project or a work stream, every member of the team is added at once. Each team has a short code and a colour, which appear as chips on the Members page and across the app.

Before you start

To open this page, your role must include access to people management.
To create, edit or delete teams, your role must also allow you to make changes.

To open the page, select Administration → Teams in the sidebar.

Understanding the page

Column	What it shows
Team	The team’s name, its colour dot and its short code. The code is what appears on member chips across the app.
Members	The first few members’ avatars and the total count. Hover over an avatar to see the person’s name.
Owner	The member marked as the team’s owner. A dash means nobody has been made owner yet.

At the end of each row are Edit team and Delete team buttons.

Create a team

Select New team.
Enter a Name, for example “Platform”.
Enter a short Code, for example “PLT”.
Choose a Colour.
Under Members, use Search people… to find people and tick each one who belongs to the team.
Select the crown beside one member to make them the team’s owner.
Select Create team.

Edit a team

Select Edit team on the team’s row.
Rename or recolour the team, tick or untick members, or move the crown to a different owner.
Select Save changes.

If you untick the current owner, the team is left without an owner until you choose another.

Delete a team

Select Delete team on the team’s row.
Confirm when asked.

Deleting a team removes the grouping only. Its members keep their accounts, and anyone already assigned to work keeps that assignment.

What happens next

Once a team exists, you can add it to:

a project, on the project’s People tab — every member becomes a project member. See Project people.
a work stream, on the work stream’s People tab. See Work stream people.