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

Assign incoming invoice tasks to the accounts payable team so anyone can review the details and take care of the request.

@mention the project managers team in a comment so any project manager can respond and take ownership.

Add the leadership team as a followers on your strategic initiatives so they are notified about the progress of your most impactful work.

Feature availability and limits vary by plan and user role. Learn more

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 followers on tasks, including Automations to always add followers.
• Select any assignee-focused Dashboard card.
• Use a People Custom Field.
• Assign checklist items to a Team.
• Manage your team and their work from Teams Hub.

Teams Hub

Teams Hub is a centralized location for you to see and manage teams in your organization.

Owners, admins, and members can all use Teams Hub to stay aligned, organize priorities, and visualize their work with customizable, filtered views.

Sharing with teams

When a user has both Team and individual permissions for an item or location, the individual user permission is applied.

For example, Alex is a member of the Project Managers team.

Sam shares a private task with Alex, giving him comment access. Sam also shares the task with the Project Managers team, giving them view only access.

Alex can comment on the task, but the other members of the Project Managers team can only view the task.

Create a Team

Only Workspace owners and admins can create a Team. 

On the Enterprise Plan, Teams can also be created via the Okta SCIM Push New Users action. For Teams created via Okta, SCIM Provisioned is displayed in the Source column on the Teams page in Workspace Settings. Teams created manually have Manual displayed in the Source column.

From Teams Hub

To create a Team from Teams Hub:

1. In the upper right corner, click Create team.
2. Enter a name for the new team.
3. Pick a custom icon.
4. Add an optional description.
5. Click Create Team.
6. Click the people icon to add people to the team. Or click Skip for now.
7. Click Invite.

From Workspace settings

To create a Team from Workspace settings:

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.
   

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 people to a team

You can add people to a team at any time.

From Teams Hub

To add someone to an existing team from Teams Hub:

1. Find the team in All Teams, or in the My Teams section of the Teams Hub sidebar.
2. Click on the team to open the team overview.
3. In the upper-right corner, click Add member.
4. Search or select a user.

From Workspace settings

To add someone to an existing team:

1. Click your Workspace avatar located in the upper-left corner.
2. Select Settings.
3. Select Teams.
4. In the Members column, click Add members or the empty avatar.
5. Search or select a user.

Teams and user roles

Permission controlled guests, limited members, limited members view only, members, and admins can be added to Teams. 

If view only guests are added to a Team, they will be converted to permission controlled guests. 

Permission controlled guests will not have access to Spaces even if the Team does. 

Unless you have permission controlled guest seats, adding a permission controlled guest costs the same amount as a member seat.

Team sharing and privacy

You can share the following items and locations with teams:

• 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.