Team

What Is a Team

A team is the fundamental organizational unit in the Tasks module. It connects users, projects, and tasks into a single structure. Each team can have a designated responsible person, its own task statuses, and a logo.

What Teams Are Used For

• Task management — tasks belong to a team, members see their team’s tasks
• Projects — projects are created within a team
• Time tracking (WorkInfo) — the team aggregates time entries from its members
• Time reports — WorkInfo reports generated per team
• Leave — employee leave is linked to the team
• Mailboxes — a team can be responsible for mailboxes and mail folders
• Forms — forms can belong to a team
• Task statuses — a team can have its own set of task statuses

Creating a Team

1. Go to Tasks → Teams
2. Click + (New Team)
3. Fill in:
   • Team name — required
   • Description — optional description in Markdown
   • Responsible person — default responsible person for new tasks
   • Team members — select users
   • Team logo — optional image
   • Statuses — select task statuses available in the team
   • Priority — display order
4. Save

Primary Team

An account can have one primary team. This is the default team for new tasks and users. Each user can have an assigned primary team in their profile.

Important Information

• A team with tasks or projects cannot be deleted — you must first move the tasks
• A team can be deactivated (marked with the ⌛ icon)
• Renaming a team automatically updates the cache in related tasks
• A team can be responsible for a task (as an alternative to a user or group)