Knowledge Base

Depending on your organization's needs, you may have different people who take up multiple roles. This can easily be mapped with the Teams feature as individuals can exist in multiple teams.

Each team you create can be given a meaningful name, handle (more on that later!), and custom logo, making them easily distinguishable. Using the enhanced people picker, you can select the relevant people to add as members of the team.

While all of the work on a project might be associated with all team members overall, a particular task, message, or other project item may be directly relevant to just a few people.

Note: Subteams are available on per-user Premium/Grow plans and above.

You can achieve a deeper level of granularity by further splitting out your teams into subteams. With the added layer of subteams, you can  do things like send a message to the entire team updating them on the project schedule, while only assigning your developers to a bug that needs to be fixed!

Below, you will see a few examples of team/subteam structures. Depending on how you operate, you may decide to structure one team based on role, while another is based on location. It's entirely up to you!

For existing users of Teamwork.com, the introduction of Teams brings with it some tweaks to existing functionality, designed to enhance your experience.

You may have been leveraging the existing Companies feature to represent departments in your organization. You can easily replace these companies with new teams, if you wish.

While viewing a company, go to the People tab and select the checkboxes to the left of each user. The bulk edit toolbar will appear where you will first need to click Move company. This is an important step if you are intending to delete the current company the users are in, as each user on your site must be associated with a company.

Once the people have been assigned a new company and added to a team, you can then delete the company itself if you no longer need it.

Note: If you delete a company that has existing members, those users will also be deleted from your site.

When creating or editing teams on your site, you can add one or multiple default projects to the team. This means that any future members of the team will automatically be added to those default projects once they are added to the team.

One of the greatest benefits of Teams is the added efficiency it can introduce to your workflow in the assignment of project items. You can assign various items based on team or company.

Dynamic assignment can be utilized in the following ways:

One thing to note is that for tasks assigned to a team/company, you won't be able to generate separate tasks for each team/company member via the Create a task for each assignee option.

Another time-saving benefit to using teams is the ability to notify specific teams or companies in one go on comments and messages.

Rather than searching through the people picker and selecting the relevant people one by one, you can now select the associated team or company. Any current team members will then be notified.

If individual users were already set to be notified and you then select to notify a team where they are a member, their name will be removed from the notify list as they will already be counted as part of the team.

You can also quickly direct your comment or message at a particular team/company by mentioning them in the message itself.

Improved filtering options have also been introduced with Teams. While filtering the various task views by assignee, you can now choose a particular team or company.

When filtering by team or company, you will see all tasks dynamically assigned to the entire team/company, as well as any tasks that individual members of that team/company have assigned to them independently.