Teams are great for organising groups of people. You might want to organize people into different departments, office locations or delivery squads for specific projects. 

On the planner, you can then filter people, project or the various charts by team. View Searching and Filter to see how to filter the planner by teams.

Creating a Team

  1. Go to the Teams tab in the top level nav bar

  2. Click the + Add New Team button

  3. Enter the team name

  4. 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.

Bulk assigning people

Go to Manage > Teams

  1. Select the team you want to add people to

  2. Click the Add people button

  3. Using the drop-down boxes, add people to the team

  4. Click the Save button

While creating a person

  1. Click the Show other details button

  2. Use the drop-down menu to select a team

  3. Click the Create button

Each person can only be allocated to one team at a time, but you can change their team at any time.

Assigning Projects to Teams

A project can only have one team.

Bulk assigning projects

Go to Manage > Teams

  1. Select the team you want to add a project to

  2. Click the Add projects button

  3. Using the drop-down boxes, assign projects to the team

  4. Click the Save button

While creating a project

  1. Use the drop-down menu to select a team

  2. Click the Create button

Changing Teams

Go to Manage > People

1. Click the Details button for the person you want to change

2. Click the cog button

3. Select Edit Details

4. Using the drop-down menu, select the person’s new team or select -- No Team --

5. Click the Save button

Still have questions? We’re happy to help!

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