Teams

Teams let you group members and projects together. Once created, teams can be used as a filter in timesheets and reports to quickly scope data to a specific group.

Create a team

1. Click + New team to open the team form dialog.
2. Enter a team name.
3. Select members from the checkbox list. Use the search bar to filter by name or email when you have many members.
4. Select projects that belong to this team.
5. Click Create team.

Edit a team

1. Hover over a team row and click the pencil icon.
2. The same form dialog opens with the current name, members, and projects pre-selected.
3. Make your changes and click Save.

Delete a team

1. Hover over a team row and click the trash icon.
2. Confirm by clicking Yes in the inline prompt.

Deleting a team does not affect the underlying members or projects — it only removes the grouping.

How teams are used

Teams appear as a filter option in two places:

• Timesheets — filter the timesheet view to show only entries from members and projects within a team.
• Reports — scope report data to a specific team for focused analysis.

Tip

Teams are purely an organizational tool. They do not restrict access to projects or limit what members can do. Use project member assignment if you need access control.