Manage Your Project Teams

Teams - An Overview

Using Teams, project activities can be planned, tracked, collaborated, reported and executed in a more organized and structured manner.

This features facilitates effective communication among the team members who need to be aware of the changes and latest updates occurring in their projects and act accordingly. For example, using the team's view of backlogs, any project impediment can be communicated to the team and resolved quickly.

The Team list view consists of a tree structure of all the teams in a project, a summary and a filter table of the selected team. The filter table allows you to assign artifacts to a specific team. You can configure your team filter table and filter work items depending on the information you want. The filter table lists only the artifacts for the selected team. If you have selected a parent team, the filter table does not include the artifacts of the subteams (child teams).

important

To access the Team feature, you must have the Tracker 'view' permission.

Team Roles and Permissions

Other than the Tracker 'view' permission, there are no role permissions that you need to set specifically for Team on the Permissions page of Project Admin. Depending upon your project role, you can view the appropriate icons on the Team list view and perform Team related tasks.

The following table lists the various roles and their specific permissions associated with Team:

• Project Administrator - You can create, edit, delete, and view teams.

• Team Owner - Any team member can be designated as a team owner. You can be a team owner for more than one team. As a team owner, you can only edit and view your team details.

• Team Member - Any project member can be added to a team. As a team member, you are only allowed to view the team members.

Permissions	Roles
	Team member	Team owner	Project admin
Create a Team
Delete a Team
Add team members while creating a team
Designate team owner while creating a team
Edit your team details
Add / delete team members while editing your team(s)
Designate a team member as the team owner while editing your team
View a team tree
Assign artifacts to any team / team member

Create a Parent Team

As a project administrator, you can create a parent team at the root level - Project Teams.

1. Click TRACKERS from the Project Home menu.

2. On the left pane of the default list view, click TEAMS. All the teams in your project are displayed on the pane.

3. Select Project Teams and click NEW to create a new team. Alternatively, you can hover the mouse on Project Teams and click the Create Team ( ) button.

   The Create Team window is displayed.

   

4. Give a name and description to the new team

   • The team name is a required field. You are allowed to enter a maximum of 64 characters including spaces.

   • No two teams on the same level in the Team tree hierarchy can have the same name within a project; however, a team can have the same name as that of a deleted team.

5. Add team members by selecting the users from the list displayed. Alternatively, you can search for specific users by typing the relevant alphabets and selecting from the list of matching names.

   • The user who creates a team becomes the team owner automatically.

   • A team member can be a part of more than one team.

6. Designate a team member as the team owner by hovering the mouse on the specific name and clicking the Team Owner ( ) button.

7. Click Create. A new team is created.

Create a Sub Team

A team can have many sub teams.

1. On the Team tree view, select the team for which you want to create a sub team and click NEW or hover your mouse on the specific team and click the Create Sub Team ( ) button.

   The Create Sub Team window is displayed.

2. Provide all the required information, and click Create. A sub team is created.

Edit a Team

As a project administrator, you can edit any team in your project. Similarly, if you are a team owner, you can edit the team(s) for which you are the owner.

1. On the Team tree, hover your mouse on the team you want to edit and click the Edit Team ( ) button.

   The Edit Team window is displayed.

   

2. Make the required changes:

   • Edit the team name and description.

   • To add more team members, select the names from the list displayed.

   • To delete team members, hover the mouse on the specific name and click the Remove Member ( ) button.

   • To designate another team member as the team owner, hover the mouse on the specific name and click the Team Owner ( ) button.

     note

     As a team owner, you may decide to designate a different user as your team owner. In that case, once you update your changes, you will only be a team member and you will no longer have the permission to edit your team.

3. Click Save.

Delete a Team

As a project administrator, you can delete any team from your project. If a team has sub teams (child teams), you can delete the parent team only after deleting all its child teams.

To delete a team, on the Team tree, hover your mouse on the team you want to delete and click the Delete Team ( ) button.

View Team Members

On the Team tree, hover your mouse on the team whose members you want to view and click the View Team Members ( ) button.

The Team Members window is displayed.