Creating & Managing Teams
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Updated 1 day, 1 hour ago
Team Management
Teams are groups of users organized around projects, departments, or functions. Each team has a lead and members with different access levels.
Creating a Team
- Go to Teams → Create Team.
- Enter a team name and description.
- Select a Team Lead from existing members.
- Click Create.
Team Roles
- Lead: Full control over the team — edit settings, add/remove members, assign tasks.
- Member: Can work on tasks, comment, and participate in meetings.
- Viewer: Read-only access to team data — useful for stakeholders.
Inviting Members
Open a team and click Invite Members. Enter email addresses and select a role for each invitee. They'll receive an email invitation to join.
Joining & Leaving
Users can join open teams via the Teams listing page. They can leave a team at any time from the team detail page.
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