Create and manage sub-teams

Sub-teams group the people in your organisation so each group has its own manager, its own membership and its own slice of the project list. They're strictly opt-in: until you create your first team, your organisation behaves as one flat workspace and nothing in this article applies. Sub-teams are available on the Team plan and above.

Create teams when you have more than one reporting line — two or more managers who each need to run their own people without wading through everyone else's projects. If one person oversees everything, skip teams entirely; a flat workspace is simpler and loses you nothing.

Create a team

1. Open Team management in the workspace sidebar.
2. Under Create a team, enter a Team name (for example Development, Delivery, Operations).
3. Press Create team.

You'll land on the new team's page. Team names must be unique within your organisation. The moment your first team exists, team scoping applies org-wide — so plan your teams before creating them. A team manager who creates a team becomes its manager and first member automatically.

Assign a team manager

Each team has one designated manager, who administers only that team's people. Only the account owner (or someone with org-wide team visibility) can set or change a manager.

1. Open the team from Team management.
2. Under Team manager, pick a person from the Manager dropdown — choosing someone not yet in the team adds them to it as well.
3. Press Save manager.

Choose — No manager — and save to clear the role. One person can manage several teams.

Add members

1. On the team's page, under Members, pick a person from Add a member and press Add.
2. To take someone out, press Remove next to their name. Removing the manager also clears the manager role, since a manager must be a member.

People can belong to more than one team. If someone hasn't accepted their invitation yet, use Pre-assign a pending invite and press Assign — they join the team automatically on acceptance. Back on Team management, account owners see a Not in a team list: those members only see org-wide projects until you place them somewhere.

Attach projects to a team

Once your organisation uses teams, project forms gain a Team field:

1. When creating or editing a project, set Team to the owning sub-team.
2. Leave it unset to keep the project org-wide — visible to every team.

Team members only see projects belonging to their own teams, plus anything org-wide, subject to the project's own visibility setting.

Check who sees what

Team scoping works in plain terms like this:

• The account owner always sees every team and every project.
• Anyone with org-wide team visibility (a per-person switch on the members page) sees everything too — turn it on for a head of operations who isn't the owner.
• A team manager administers only the teams they run: their teams' membership, plus learning-progress views scoped to their own people. See team progress for what those dashboards show.
• Everyone else sees the teams they belong to, plus org-wide items.

Archive or restore a team

1. On the team's page, press Archive this team and confirm.
2. To bring it back, open Team management and press Restore next to it under Archived teams.

Archiving keeps the membership but stops the team applying as a scope, and its projects return to org-wide so nothing silently disappears. Restoring fails if an active team has since taken the same name — rename one first.

Who can do this

Sub-teams need the Team plan or above. The account owner and anyone with org-wide team visibility can create, rename, archive and restore teams, manage any team's members and assign managers. A team manager can create new teams and manage members of the teams they run, but can't archive teams or reassign managers. Everyone else doesn't see Team management at all.