Team Boards

Team Boards

Team boards work like individual dashboards.  They are a place to aggregate tasks from different matters in a single place.  The primary difference between a dashboard and a team board is all members of a team can share a view.  

In order to create a team board, head to settings > organization and teams.  

From this screen you can view the status of all teams in your organization, join open teams, manage membership for any invite only teams for which you're a member, and can create a new team.


To create a new team, select Create Team from the top right.   You'll be provided with a simple dialogue box: 

The only settings are name, and whether the team is open (anyone in your organization can join or leave the team) or invite only (you have to select the users who can join the team).  

Once a team has been created you can manage its settings in the newly created table view: 

Note, even though this is an "open" team, you can still add members manually.  The only difference is anyone else can also add or remove themselves.  You can also make someone else an adminstrator of the team (allowing them to add or remove users) or revoke that permission: 

Working with a Team Board

Once you've created your team, you can send a task to the team board from within any task.  Simply open the "assigned teams" dropdown, and select your new team:

This will duplicate the task to the Team board and let your team organize and interact with the task there.  

By default, a team board will only have "inbox" and "done" columns.  But, your team can setup any workflow that makes sense.  When you access a task from the team board, you will be able to see its location on the matter board as well as on your personal dashboard.  We don't show location on a team board as this can be variable and you can add the same task to multiple teams, so it would get more than a little cluttered.

The team board has a task period journal, just like your dashboard.  But, the entire team can add to and manage todos and history periods.  This way the team can goalset and identify tricks to improve workflow, and bottlenecks standing in their way.