Teams

Teams represent logical groupings of users within Project Management, organized based on function, department, or project requirements. They help in structuring collaboration by grouping members who work together on similar tasks or responsibilities.

A team consists of multiple members and is associated with specific roles that define responsibilities within a project. Teams simplify assignment and management by allowing users to be handled collectively rather than individually.

It helps in identifying:

• Which group is working on the project

• How members are organized within a project

• How responsibilities are distributed across different teams

A team can include multiple members, and the same member can be part of multiple teams. Teams can also be reused across different projects, ensuring consistency in team structure and role assignment.

What you see on the screen

• List of teams with:

  • Team Name

  • Associated members

  • Roles assigned within the team

  • Number of projects linked to the team

  • Additional details (if configured)

Add Team

To create a new team in Project Management:

• Click the + Add option available on the top-right corner and select Add Team.

• The Add Team sidebar opens.

• Enter the Team Name.

• Click + Add and select Roles and Members to choose roles for the team.

• Select the required role from the list. The selected role will be added as a section.

• For each selected role:

  • Use the Select Members dropdown to assign users to that role.

  • Multiple members can be assigned to a single role.

• You can add multiple roles within the same team by clicking + Add again.

• Use the delete icon to remove any role if required.

• Once all roles and members are configured, click Save to create the team.