Create user groups with Teams

Use Teams to easily create groups of people you can assign to tasks, mention in comments, or add as watchers.

For example, you don't know who to assign a task to in Design. Ask the Design lead to create a Team called Design so you can assign tasks to the whole Team. Everyone will be notified and have visibility. You could also @mention the entire Team in a comment if you have a question that anyone can answer.

What you'll need

  • Unlimited Plans and above have access to Teams.
    • Unlimited: One Team.
    • Business and above: Unlimited Teams.
  • Only admins and owners can create Teams and add/remove members.
  • Sharing items with Teams is available on the Business Plus and Enterprise Plans.
    • Guests will not have access to any Spaces, even if they're part of a Team.
    • When a user has both Team and individual permissions for an item or location, the individual user permission is applied.

  • Sharing Spaces with Teams is available on the Enterprise Plan.

Where to use Teams

Here are some of the places you can use Teams:

Create a Team

Only Workspace owners and admins can create a Team.

To create a Team:

  1. Click your Workspace avatar located in the upper-left corner.

  2. Select Settings.

  3. Select Teams.

  4. If this is the first team in your Workspace, click the Create a Team button. If a team exists, you'll click + Create Team.

  5. Name your Team and click Save.

    • Team names must be unique.

  6. To the far right hover over the ellipsis ... and click + Add members.

  7. Use the search bar to find members or guests you want to add to your Team.
    CreateUserGroupsTeams.png

There's no limit to how many Teams a user can be added to. You can see what Teams a user is in by viewing their profile.

Add a guest to a Team

View-only guests can't be added to Teams. Guests on Teams must be permission-controlled. Unless you have permission-controlled guest seats, this costs the same amount as a member seat.

Team sharing and privacy

You can share the following items and locations with teams:

Item or location Plan Share with a Team? Permissions allowed
Private Folder, List, task, checklist, Dashboard, Goal, or Doc

Business Plus 

Enterprise

Yes All
Public and private Spaces Enterprise

Yes

Guests on the team will not have access. 

Full permissions only
  • If you share something with a Team, and one or more Team members don't have permission to it you can invite the members and assign permissions. You can also click Don't Invite.
  • When you remove someone from a Team, they will lose access to any items that have not been individually shared with them.
  • Hierarchy locations and their Chats share permissions and sharing. When a Team is given access to a location, the members of the Team are also given access to the Chat and vice versa. Guests cannot access Chat. 

Was this article helpful?