Team

What it is

Team is the list of people in the organization, and the groups those people belong to.

Where to find it

Web: Team. Admins and owners. Members and Groups are separate tabs.

How it works

Invite one person by email, or batch-invite from a spreadsheet when a larger group is joining. Set the role on the member. Create a group for a real crew, such as field techs or office review, and put the members in it.

A task assigned to a group can be taken by someone in that group. Filtering tasks by person still shows one individual's workload.

Good to know

Seats follow the plan. The owner adds capacity on Billing when the included number is used up. Inviting someone does not change their role by itself. Set the role on purpose. See Roles.