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Company settings - Teams

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Project management__Team (+) Enterprise (+) Lite (+).png Professional services__Team (+) Enterprise (+).png

Overview

You can form teams from users to treat a group of users as a single entity. This saves time when making assignments and including users in a message. There are other advantages to organizing users into teams.

Adding teams

 

Note

Use this method to add users to a new team.

 

 

To add users to a new team:

  1. Go to Company settings > Users.
  2. Select the user or users by clicking their checkboxes.
  3. Click the Teams button on the batch operation panel.
  4. Type the name of the team to be created in the search box, then press Enter or click + Add [team name].
  5. The new team will be added to the list of existing teams.

Team.png

Adding users to existing teams

 

Note

Use this method to add users to an existing team.

 

 

To add users to an existing team:

  1. Go to Company settings > Users.
  2. Select the user or users by clicking their checkboxes.
  3. Click Teams on the batch operation panel.
  4. Select the checkbox of the team or use the search bar to find a team.
  5. Click Add.

Adding a single user to teams

To add a single user to a team:

  1. Go to Company settings > Users.
  2. Click the user you wish to add to a team.
  3. Click the Teams field in the user's details.
  4. Select an existing team or type a new team name and hit Enter to create and assign.

Assigning teams to projects or activities 

To assign a team to a project or activity:

  1. Go to the project or activity details section.
  2. In the Members section, click  to open the dropdown list of users.
  3. Locate the team in the Teams subsection.
  4. Select the team and click. The team members will be added to the project.

Assign.png

Renaming teams

Birdview does not allow renaming a team directly. To rename a team:

  1. Go to Company settings > Users.
  2. Type the old team name in the search bar to filter members.
  3. Select all users in the team.
  4. Click Teams, type the new team name, and click Add.
  5. Erase the old team name from the search bar to display all users.
  6. Click any user not in the old team.
  7. In the user's details, click Teams.
  8. Hover over the old team name and click  to delete it.

Excluding users from teams

 

Note

Use this method to exclude users from teams in a batch operation.

 

 

To exclude users from a team:

  1. Go to Company settings > Users.
  2. Select the user or users to be excluded.
  3. Click Teams on the batch operation panel.
  4. Select the checkbox of the team or use the search bar to find the team.
  5. Click Exclude.

Deleting teams

To delete a team:

  1. Go to Company settings > Users.
  2. Click any username.
  3. In the details section, click the Teams field.
  4. Hover over the team name until the deletion button  appears.
  5. Click the deletion button and confirm when prompted.

Delete teams.png

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