<aside> 👉 The Team Lounge module allows you to create teams and add members.

By default, only you, as the creator, can view and use the teams you created. To share a team with the workspace, change its status from Private to Public or grant access to specific individuals.

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Table of Contents

1. Accessing Team Lounge

To access Team Lounge, follow these steps:

• Click Planning.
• Click Team Lounge in the sub-menu.

Fig 1 - Planning > Team Lounge

2. Create your Team

In your Team Lounge, you can create teams for your projects to collaborate more efficiently.

To create a team, follow these steps:

• Click ➕ New Team.
• Type your team name in the name field.
• Click Create Team.

Fig 2 - Create a Team in Team Lounge

3. Navigate Team Details page

Each team has its own dedicated Team Details page, where you can view and manage team information.

To access the Team Details page, select the team you would like to view from the Team Lounge dashboard.

Fig 3 - Click on Team’s name to start managing members and their roles

The Team Details page consists of three (3) main sections:

1. Team Details (Left sidebar)

   This section contains the core editable details of the team, including:

   1. Name - The designated name of the team.
   2. Team Leader - The assigned leader is responsible for the team.
   3. Team Privacy settings - Controls whether the team is available to Public (Visible to All) or Private (Restricted Access).
   4. Team’s deployment - Displays which project(s) is this team currently deployed.
   5. Status - Shows the current state of this team.
   6. Other Actions - Includes options to Save Changes or Delete the team.

   

   Fig 4 - Team Details (Team Lounge)

2. SELECTED MEMBERS (Left column)

   This column shows all current team members.

   

   Fig 5 - Selected Members (Team Lounge)

3. ALL PEOPLE (Right column)

   This column lists all available members in the organization who are not assigned to this team.

   

   Fig 6 - All members (Team Lounge)