Adding workspace members to teams provides the following benefits:
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You can filter your plan and timesheets by team.
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The team association is captured in plan exports and timesheet exports .
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You can create custom reports by team.
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You can view resource workload by team.
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You can address a comment to a team, and each team member will receive an email notification in accordance with their notification preferences .
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You can create bill and pay rules by team.
If you need to collaborate with a group of people who are working on a specific project, use Project Teams .
Creating Teams
Workspace owners and Administrators can add Teams to the workspace from the User Menu > Settings. Under Data Customization, select Teams > Add Team > enter the team name > click OK. Now you’re ready to add workspace members to these teams via the member profile.
Adding Workspace Members to a Team
Go to the People tab > Member List > select a member to open their Profile > choose the appropriate team under the Team field. Members can also update their own team assignments from their User Menu > My Profile .
Workspace members can only be added to one team. If you need to filter the plan or report by a set of people that aren’t part of a single team, create a Saved Person Filter .
To see all of the members on a particular team, go to the People tab Member List (full view) and click the Team header to sort the list by team.