Teams are great for organizing groups of people. You might want to organize people and projects by different departments, business units, office locations or delivery squads.
⚠️ Runn currently does not support a dynamic team structure, i.e. people moving between teams across different timeframes, or belonging to multiple teams at the same time.
Benefits of Using Teams
✅ Filtering and Searching by Teams
On the planner, you can then filter people, projects or the various charts by Teams. View Searching and Filtering to see how to filter the planner by Teams.
✅ Get notifications based on your Subscribed Teams
Team leaders can subscribe to their teams in the notifications settings to receive updates related to their projects or team members.
✅ Making Teams a required field
If you want to ensure all your projects, people and placeholders are added to a team, you can make it a required field.
Go to Settings > Account Setting > Edit
Under Default Settings turn Team Field Required on
Before turning this setting on all your existing projects, people and placeholders will need to have a team. You can do this in bulk via the
Project CSV importer
People CSV importer
Placeholder CSV importer
Creating a Team
Only Admin users can create new Teams in Runn.
Go to Manage > Teams tab in the top menu bar
Click the + New Team button
Enter the Team Name
Click the Create button
Assigning People to Teams
It is optional to assign a person to a team. A person can only be part of one team at a time. You cannot assign a Team based on a specified timeframe.
Assign a Person to a Team
From the People Planner > Identify the Person
Click on the 3-dot icon next to the person's name
Select Edit Details
From the Team field, select the Team name
Click Save
Bulk Assigning People to Teams
Go to Manage > Teams
Select the team you want to add people to
Click the Add people button
Using the drop-down boxes, add people to the team
Click the Add Selected button
Assigning Projects to Primary Teams
A project can only be linked to one Primary Team. If you need to create sub-teams under a project, consider using Workstreams.
Note that people from any Team can be assigned to any project, regardless of their team association. For example, you can add a person from the Design Team to a project whose Primary Team is Engineering.
Assign a Project to a Primary Team
From the Project Planner > Identify the Project
Click on the 3-dot icon next to the project name
Select Edit Details
From the Primary Team field, select the Team name
Click Save
Bulk Assigning Projects to Primary Teams
Go to Manage > Teams
Click the team you want to add projects to
Click on the Projects tab
Click the Add Projects button
You will be redirected to the project list
From the Primary Team column, define the Primary Team for the projects
Click Save
⚠️ Implications of Changing a Project/ Person's Team
You can change the Team / Primary Team of a Person or a Project at any time if you have initially assigned the person or the project to the wrong team.
Once you change the Team of a person, all the historical data of the person will be linked to the new Team.
Still have questions? We’re happy to help!