Are you tired of adding the same people one-by-one to multiple projects? Are you looking to create a common group of colleagues and/or third parties that you can assign to multiple projects? If so, you can create a Team, and then easily assign that team to multiple projects.
Here's how to create a Team in a few steps.
Step 1
Within the sidebar, click the Teams icon.
Step 2
Click the button, "New Team +".
Step 3
You'll be prompted with a form. Fill in the below required fields. Then, click the button, "Add +".
- Team Name: Enter the name of your team.
- Permissions: Select public or private (default).
- (Team) Owner: enter the owner(s). Your name will be pre-populated.
- Members: enter members or guests.
| Pro tip: Always keep your name as a Team Owner. Otherwise, you will lose Team Owner permissions. See team permissions for more information. |
After adding members + guests
Step 4
You're all done. Refresh the page and the team will display. Now you can add your new team to any new or existing project.
