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Teams

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Accessing Teams

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Understanding Teams

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What are Teams?

• Access to specific data
• Work assignments
• Reporting structures
• Resource allocation

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Team Hierarchy

Organization
└── Teams
    └── Members
        └── Roles

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Your Team Memberships

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Viewing Your Teams

1. Go to Account > Teams
2. See list of teams you belong to
3. Your role in each team is displayed

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Team Information

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Switching Teams

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Why Switch Teams?

• Access team-specific data
• Work on different projects
• View different dashboards

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How to Switch

1. Click your profile in the header
2. Select Switch Team
3. Choose the team to switch to
4. Dashboard updates to that team’s context

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Current Team Indicator

• In the header/sidebar
• On the team selector
• In your profile

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Team Roles

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Common Team Roles

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Role Permissions

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Joining Teams

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Being Added to a Team

1. You receive notification
2. Team appears in your list
3. Switch to access team data

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Requesting Access

1. Contact team admin
2. They add you as member
3. You’re notified when added

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Leaving Teams

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Voluntary Leave

1. Go to Account > Teams
2. Find the team
3. Click Leave Team
4. Confirm your choice

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Being Removed

• You receive notification
• Team disappears from your list
• You lose access to team data

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Team Data Scope

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What’s Team-Scoped

• Jobs created by team
• Customers assigned to team
• Assets managed by team
• Team schedules

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What’s Organization-Wide

• User accounts
• Organization settings
• Billing information
• Integrations

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Creating Teams

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Who Can Create Teams

• Organization admins
• Users with team creation permission

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Creating a New Team

1. Go to Teams page
2. Click Create Team
3. Enter team details:
   • Team name
   • Description
   • Initial members
4. Click Create

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Team Settings

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Managing Your Team (Admins)

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Accessing Team Settings

1. Go to Team Settings
2. Or from org settings > Teams
3. Select team to manage

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Taskr Teams vs Organization Teams

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Taskr Teams

• Cross-organization collaboration
• Shared workspaces
• External team members

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Standard Teams

• Within your organization
• Internal members only
• Standard data scoping

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Best Practices

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Team Organization

• Create teams by function or project
• Keep team sizes manageable
• Clear naming conventions
• Regular membership review

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Multi-Team Members

• Be aware of current team context
• Switch teams for relevant work
• Don’t duplicate data across teams

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Security

• Assign appropriate roles
• Remove members promptly when needed
• Review access periodically

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Troubleshooting

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Common Issues