Set up a team

1Open the Teams tab

Click Admin in the sidebar. Click Teams at the top of the Members tab.

Each team is a card. Its header shows the team's name and how many members it has.

2Create a team

Type a name under New team. Click Create.

To rename a team later, click the pencil on its header. To delete it, click the cross.

3Add, remove, and pick a leader

Click the plus on the team's header. Click a person under Add / remove members to add or remove them. Click Done.

To take one person off, click the cross on their row. A prompt names who and which team and asks you to confirm first. They stay on staff and keep any other team, this only takes them off this one and its permissions.

Click the crown next to a member to make them the Leader.

A staff member who has not signed in yet shows as Pending. You can still add them, and removing them asks you to confirm the same way.

Every removal is kept in the Removal log at the bottom of the Teams tab. Open it and click Undo next to an entry to put that person back on the team.

4Set what the team can do

Click Permissions on the team's card to open the list.

Tick Allow members to enter time on behalf of other staff, Allow members to view all staff's time entries or Allow members to view all company tasks as needed.

While Allow members to view all company tasks is off, a fourth line appears: Without the above, members can still see tasks assigned to this team. Tick it to keep the team's own tasks visible to its members.

Tick Hide this team from the Calendar / Roster view for a team that never works a roster.

Each tick saves at once. The header shows how many are on, out of how many are offered.

5Tag the team's categories

Click Categories on the team's card. Type a category name and click Add.

When a task or template uses that category, this team is suggested for it.