We're excited to roll out a new way to streamline your workflows and declutter your workspace: Teams.

Why Teams?

As your organization grows, keeping every project, activity, and user organized becomes crucial. Teams help you group users by department, role, or any custom segment so they only see what matters to them. Less noise, more focus.

How It Works

• Create and Assign Teams: Build Teams for departments like Marketing, Development, or Customer Success. Assign team members in just a few clicks.

  
  

• Link Teams to Projects & Activities: Limit project and activity visibility by linking them to relevant Teams. For example:

  • The Marketing team can access the Product Launch Q3 project and its activities like Content Creation and Analytics Review.

  • The Development team only sees technical projects such as API Integration and activities like Code Review and Bug Fixing.

    
    

• Primary Impact: When a team member tries to clock or record a time record, they will only be able to see projects and activities that were previously assigned to their teams.

  
  

• Flexible Membership: Users can be part of multiple Teams. A designer might work with both Marketing and Product, ensuring cross-functional collaboration without unnecessary access.

  
  

Managing Teams

• From Teams Interface: Assign or remove projects, activities, and users directly from the Team dashboard.

  
  

• From Projects & Activities: Alternatively, apply Teams while editing a project or activity to control visibility right where you manage them.

  
  

• From Users: Assign users to teams when viewing their settings screen.