Users working under one defined department in a project can be grouped as Teams in Zoho Projects. Managers and admins can create teams, assign a team lead, associate teams to projects, and handle team communications through a single email alias. These details can be added and edited on Teams List view and Details page. The Details page records team information and actions under the tabs: Overview, Fields and Activity Stream.
Overview: Lists the users in the team, associated projects and the status of the Task, Phases, and issues assigned to the team.
Fields: Displays all the fields details of the team, which can be edited by users with authorised permissions. These users can be added from this page.
Activity Stream: Shows all the activities of the team members across all or specific projects. These details are updated as and when the actions are performed.
View Team Details Page
- Navigate to Users page from the left navigation pane.
- Go to Teams tab.
- Hover over the specific team and click
, or click
to the left and select View Details.
Edit Team Fields from Details Page
- Navigate to Users page from the left navigation pane.
- Go to Teams tab.
- Hover over the specific team and click
, or click
to the left and select View Details.
- Go to the Fields tab on the details page and click on the specific field to edit them.
The changes will be automatically updated.
Clone Team from Details Page
- Navigate to Users page from the left navigation pane.
- Go to Teams tab.
- Hover over the specific team and click
.
- Click
on the top right side of the details page and select Clone.
- Enter the Team name for the clone and click Clone.
Delete Team from Details Page
- Navigate to Users > Teams.
- Hover over the specific Team and click
.
- Click
on the top right side of the details page and select Delete.
- Confirm your action and click Delete.