Set up teams

If you run more than one crew, teams let you group members together — so you can point a whole list at a crew, and filter your work down to just their jobs. (Someone can be on more than one team, too.)

The video groups a couple of crews, but teams work the same whether you run two or ten.

Plan: Teams are on the Pro plan and up. Who can do this: owners and admins.

Steps

1. Create a team. From the Teams page, create a team and give it a name — usually the crew or the kind of work, like Install crew or Maintenance.

2. Add members. Add people to the team. The same person can belong to more than one team, so a lead who works across crews is easy to handle.

3. Put the team to work. When you create or edit a task list, assign it to a team — and filter your lists by team so each crew sees their own jobs at a glance.

What’s next

• Create your first task list — assign a list to a team.
• Invite your team — add the people first, if you haven’t.
• Teams — the full reference on teams and multi-team membership.