Project teams

Defining teams inside your projects allow you to set a level of visibility of project topics in a simple and flexible way.

This app feature gives you the possibility to categorize groups of users and to restrict certain topics only to specific groups.

Each user can be part of one or more teams. You can add as many teams as you want, modify the name, or delete them.

Topics should not always be visible by everyone

It is not always good practice for all discussions to be visible in a project. Indeed, if everything is open, some people may feel uncomfortable contributing.

Also, having only one channel of communication, you could end up with too many topics. That could discourage people from paying attention to the new topics, as too many of them won't be focused on what they need to know.

So determining who can have access to what is a good practice to cut the noise of the communication.

What are teams?

Teams are a simple way to set visibility of topics in a project.

By default, a project has only one team named by default "General". Members of a team share a list of topics and a board. You can stay with this unique team without problem as long as you work alone.

But what if you want to discuss a subject with your structural engineer? You could create a team dedicated to the discussion with him and his co-workers. Or maybe with other engineers. Just a matter of preference and organization.

You could also create a team including your client to discuss relevant topics like :

  • What is the surface for the hall?

  • What are your feelings about this early design?

How to create a team and invite users

You go to the project teams page to create a new team. Choose a name that would remind you later who should have access to it. For example, "engineers" or "client" or what fits best for your organization.

Then you can invite users to the new team. It can be users that have already been invited to the project or users that you invite in a specific team and in the project at the same time.

Users can belong to several teams. For example, the client could be invited to "engineers" and "architects" team, as he is interested in both discussions.

As an administrator of the project, you have access to all teams.

When you belong to more than one team, the team select list at the top-left corner of the topic list allows you to switch between the teams you belong to.