Teams | Online Help | Zoho Projects

Teams

Build your own team by grouping portal users. Coordinate with your team members to manage your projects efficiently and effortlessly.

Feature Availability: Available in user based Enterprise plan. Create up to 50 teams.

Benefits: 

  1. Filter by team in user filters.
  2. Team members get notified via email whenever the team is mentioned in feed or status.
  3. Use group or distribution email to receive notifications instead of individual emails.

Create a Team

  1. Click    in the top band.
  2. Navigate to Manage Users and then click Teams.
  3. Click Add Team in the upper right corner.
  4. Enter the Team Name and add the team members from the list of portal users.
  5. Select a Team Lead from the Team Users.
  6. Associate a project and enter the Team Email Alias. Notifications will be sent to the email alias and not to individual users.
  7. Click Add.

Manage Team

Once the team is created, it is important to manage the team according to the project's changing preferences. You can edit, delete and clone the team based on the project requirements.

Edit Team Details

  1. Click    in the top band.
  2. Navigate to Manage Users and then click Teams.
  3. Hover over any team and click    in the upper right corner.
  4. Select Edit from the drop-down.
  5. Modify the details, associate or remove projects and then click Update.

Delete a Team

  1. Click    in the top band.
  2. Navigate to Manage Users and then click Teams.
  3. Hover over any team and click  in the upper right corner.
  4. Select Delete from the drop-down and confirm your action.

Clone a Team

  1. Click    in the top band.
  2. Navigate to Manage Users and then click Teams.
  3. Hover over any team and click  in the upper right corner.
  4. Select Clone from the drop-down and name the team.
  5. Enter the Team Email Alias and then click Add.

Associate Team to a Project

  1. Click Projects, select the required project, and then click Users in the top band.
  2. Select Teams and then click Create New Team in the upper right corner.
  3. Enter the Team Name and add the Team Users from the list of portal users.
  4. Select a Team Lead from the team members.
  5. Enter the Team Email Alias.
  6. Click Add.

Associate Existing Team to a Project

  1. Click  in the top band.
  2. Navigate to Manage Users and then click Teams.
  3. Select the required team.
  4. Click  under Associate Projects
  5. Search and select the required project from the drop-down.
Teams can be @ mentioned in feed and status. You can also search for teams in user filters.


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