Teams Basics

Overview

The Teams Page is where you manage your organization's collaboration. It allows you to create teams, add members, assign roles, and structure your workflow efficiently. With clear role-based permissions, you can ensure the right people have access to the right information. Teams help streamline task assignment, improve communication, and keep all relevant work centralized within a shared space.

Team Chat

Each team has its own chat, which can be used for team communication related to the project or task. You can access a team chat in three main ways:

1. From the Chats Page: find a team in the chat list and click on it;

2. From the Tasks Page:

   1. Find a team in the Teams Block;

   2. Hover over the team;

   3. Click on the chat icon that appears to the right of the team name.

3. From the Teams Page:

   1. Select a team on the Tasks page;

   2. Click the info icon in the top left corner of the screen;

   3. Click the chat icon in the top left corner of the Info block.

Chat with a Team Member

You can also open a private chat with a team member. To do it:

• Navigate to the Teams Page;

• Choose the team the member you want to communicate with belongs to;

• Open the team Info Sidebar;

• Go to the Members Section;
• Find the member you need and hover over their name;

• Click on the chat icon that appears to the right of the member's name.

Creating a Team

You can create a new team from the following pages:

1. Chats Page;

2. Teams Page.

Creating a Team on the Chats Page

• Go to the Chats page;

• Click Create New Chat icon in the top right corner of the left sidebar;

• Choose Team in the dropdown menu;

• Enter a team name and press Enter.

Creating a Team on the Teams Page

• Go to the Teams page;

• Find the Teams section in the left sidebar;

• Click + button;

• Enter team name and press Enter.

Once the team is created, you can add users and tasks to it.

Deleting a Team

You can delete a project in three ways:

1. From the Teams Page;

2. From the Tasks Page;

3. From the team's Info Sidebar.

Deleting a team permanently removes all associated data. This action cannot be undone.

Deleting a Team on the Teams Page

• Find a team you want to delete in the Teams Block;
• Right-click on the team;

• In the opened Context Menu select Delete action;

• Click Yes in the confirmation window.

Deleting a Team on the Tasks Page

• Find a team you want to delete in the left sidebar of the Tasks page;

• Right-click on the team name;

• In the opened Context Menu select Delete action;

• Click Yes in the confirmation window.

Deleting a Team in the Team Info Sidebar

• On the Teams or Tasks page, select a team you want to delete;

• Open team Info sidebar by clicking on the team's header;

• Click on the ... icon in the top right corner of the screen;

• In the opened Context Menu select Delete action;

• Click Yes in the confirmation window.

Leaving a Team

You can leave a team in several ways:

• From the Teams Block on Teams Page

  • Find the team you want to leave;

  • Right-click the team;

  • In the opened context menu, select Leave ;

• From the Team header

  • Open the team you want to leave;

  • Right-click the team's header;

  • In the opened context menu, select Leave ;

• From the Team Info Sidebar

  • Left-click on the ... icon in the top right corner of the Info Sidebar;

  • In the opened context menu, select Leave .