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.
- You can only grant full permissions to Spaces.
Where to use Teams
Here are some of the places you can use Teams:
- Mention a Team in task comments or descriptions.
- Assign tasks or comments to a Team.
- Sharing Spaces, Folders, Lists, and tasks.
- Filter by Teams.
- Add Teams as watchers on tasks, including Automations to always add watchers.
- Select on any assignee-focused Dashboard card.
- Use a People Custom Field.
- Assign checklist items to a Team.
Create a Team
Only Workspace owners and admins can create a Team.
To create a Team:
-
Click your Workspace avatar located in the upper-left corner.
-
Select Settings.
-
Select Teams.
-
If this is the first team in your Workspace, click the Create a Team button. If a team exists, you'll click + Create Team.
-
Name your Team and click Save.
-
Team names must be unique.
-
-
To the far right hover over the ellipsis ... and click + Add members.
-
Use the search bar to find members or guests you want to add to your Team.
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.