Create a teamCopied!Link to this section

There are multiple ways to create a team:

1. Use the “+” button from the sidebar:

2. Go to "Manage teams", which you'll find under your workspace name in the top left, then click “Create a team”:

3. Right-click on an existing folder to convert it to a team:

You'll then be asked to name your team, make it private or keep it open and choose the default user role for workspace members who join the team.

You can also customize your team appearance. Change the team color and icon by clicking on the dropdown menu next to the name of your team:

Finally, you’ll see the option to invite workspace members to join your newly created team. 👌

Customize a teamCopied!Link to this section

Create a home for your teamCopied!Link to this section

Each team can create a home, which is a great place to share important details such as your team's goals, current projects, and information about team members, making it easier for others to get to know your team, understand how you work and what you're working on.

You can create your team's home using one of our templates which you’ll find in the team’s Home tab:

Alternatively, you can create your own file from scratch and set it as your team's home. Just right-click the file and select Set as team home:

To remove an existing team home, right-click the file that’s currently set as your team home or the Home tab itself, and select Remove as team home:

Here are a few ideas you can add to your team’s home:Copied!Link to this section

• Centralize important resources: Your team's home can serve as a hub for frequently used resources, making it easy for team members to find what they need.
• Keep everyone informed: Keep everybody up-to-date about important news by featuring a roadmap or an announcement board with sticky notes.
• Feature key files: Showcase your team’s most important docs and other resources by adding links to key documents or creating a file library.
• Highlight your team: Introduce others to your teammates to help everyone understand your roles and responsibilities and how to best collaborate with you.
• Please note: If your team's home is created on a board, this will contribute to the board limit on the Free plan as one of your three shared boards. To get unlimited shared boards, upgrade to one of our paid plans.

Change team color, icon, or nameCopied!Link to this section

To rename your team or change its color or icon, click the gear icon on the right of the team header:

A new window will appear, where you can modify your team's name and appearance:

Choose default project statusesCopied!Link to this section

Every project can have different statuses that its tasks can be in, like In progress, Blocked, or Done. To choose the default statuses for new projects created within a team, switch to Projects in your team settings:

Here you can define the statuses for each stage of a task’s lifecycle:

• Planned
• Started
• Done

These statuses will then be used as columns in the Kanban view of your projects:

Enable or disable due dates in your team’s projectsCopied!Link to this section

Depending on the kind of work your team does, you may not need the due date field on your tasks - if this sounds like you, it's simple to turn it off for all your team's projects and keep the interface tidy, and calm. ☺️

Click the gear icon on the right of the team header, to open your team settings:

Switch to the Projects tab, and toggle off Due dates:

Add new members to a teamCopied!Link to this section

When you invite a new person to your workspaceCopied!Link to this section

To add new members to one or multiple teams as soon as they join your workspace, you can:

1. Click Invite people to [workspace name], which you’ll find under your workspace name in the top left and add one or multiple teams from the list:

Adding existing members of your workspaceCopied!Link to this section

There are two ways to add existing members of your workspace to a team.

1. Click Manage members from the team view:

2. Go to Workspace members settings and click the “+” button next to a workspace member:

Set default team member roleCopied!Link to this section

To better control access to the files stored in a team, workspace admins can set the default role for members joining a new team. You can choose the default role when creating a team or in the team settings page:

This will define what a member can do in each team, and each workspace member can have different roles in different teams.

Team editors can edit and create new files in the team, whereas team viewers can view and comment on all files shared in a team. You can learn more about member roles in this article.

Change team member rolesCopied!Link to this section

To change individual team member roles, click Manage members. then add or remove each person from the team editors:

Anyone removed from the team editors will become a team viewer, and vice versa.

You can learn more about member roles in this article.

Remove members from a teamCopied!Link to this section

To remove someone from a team, open Manage members and click the down arrow next to the person’s role you want to remove. Select Remove from team:

Join or leave a teamCopied!Link to this section

Go to Browse teams from the sidebar, then click on the team you want to join and click “Join Team” in the top-right:

To leave a team go to Manage members, then click “Leave team”:

Delete a teamCopied!Link to this section

To delete a team, click the gear icon on the right of the team header:

Then choose Delete team and confirm the deletion by entering the team name.