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Creating & Managing Teams

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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

  1. Go to Teams → Create Team.
  2. Enter a team name and description.
  3. Select a Team Lead from existing members.
  4. 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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