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text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Organization Settings</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Managing Teams in Productive</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Managing Teams in Productive</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Learn how to set up up and manage teams in Productive.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 2 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 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border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_372623b35f" href="#h_372623b35f" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_cea1b97d85" href="#h_cea1b97d85" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-7" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_e7bf697f34" href="#h_e7bf697f34" data-testid="toc-link-7" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-8" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_d5ec92036a" href="#h_d5ec92036a" data-testid="toc-link-8" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-9" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_88699f282c" href="#h_88699f282c" data-testid="toc-link-9" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Teams in Productive represent groups of users organized to collaborate on specific <b>budgets</b>, <b>dashboards</b>, <b>Docs</b>, or <b>task views</b>. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In <b>Settings </b>><b> Teams</b>, you can see the total number of teams you have created and which are active under your subscription plan. This helps you keep track of team organization and ensure efficient resource management.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In short, Teams allow you to:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Effectively <b>share</b> dashboards, task views, budgets or Docs.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>View and manage different teams' responsibilities in <b>Resourcing</b>.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Analyze teams' availability, capacity, and financial data in <b>Reports</b>.</p></div></li></ul></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_7306b748be">Creating and Managing Teams</h1></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_c6bd056104">Creating Teams</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To create a team:</p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Navigate to <b>Settings </b>><b> Teams.</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Select <b>+ Create team.</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Enter a name for your team and save.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ol></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059793704/8b621ffdaa0c7f02634757f6/Screenshot+2024-05-23+at+15_43_05.png?expires=1732370400&signature=c5a2d6d06db041a1079f477ad1a5203c9cd7065249a32094261bae4e8a3d76fb&req=dSAiH853noZfXfMW1HO4zXzNGFyFA3CiAVLzpz7GEW5IFQRKP4RwpjBugJp4%0A6jhKaaZXMHktWQk36bk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059793704/8b621ffdaa0c7f02634757f6/Screenshot+2024-05-23+at+15_43_05.png?expires=1732370400&signature=c5a2d6d06db041a1079f477ad1a5203c9cd7065249a32094261bae4e8a3d76fb&req=dSAiH853noZfXfMW1HO4zXzNGFyFA3CiAVLzpz7GEW5IFQRKP4RwpjBugJp4%0A6jhKaaZXMHktWQk36bk%3D%0A" width="2920" height="1100"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059797456/89b445c5b6f9a1cc101cff4d/Screenshot+2024-05-23+at+15_46_02.png?expires=1732370400&signature=65b7cb74208785862b6a2481311eefe0e3bf7356e8027356713f30950d4348af&req=dSAiH853moVaX%2FMW1HO4zehHKxH8vsQptZLhqzKzEf4zIk6B7NB0zaYMcscK%0AGwdDjjdg26iHUMoKWrY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059797456/89b445c5b6f9a1cc101cff4d/Screenshot+2024-05-23+at+15_46_02.png?expires=1732370400&signature=65b7cb74208785862b6a2481311eefe0e3bf7356e8027356713f30950d4348af&req=dSAiH853moVaX%2FMW1HO4zehHKxH8vsQptZLhqzKzEf4zIk6B7NB0zaYMcscK%0AGwdDjjdg26iHUMoKWrY%3D%0A" width="2916" height="1134"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_4529b0a365">Adding Members to Teams</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To add members to a team:</p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Click on the team you want to add members to.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Select <b>+ Add member.</b></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Choose the users you want to add to the team from the list.<br/>Note that <b>one user can belong to multiple teams</b>, and clients as well as contractors can be part of teams!</p></div></li></ol></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059801696/7b13464c322b0a61e06adcbd/Screenshot+2024-05-23+at+15_49_08.png?expires=1732370400&signature=7adb8881c54d8a6f807d943f089aeccfacd4e5026407d9802e2062a0ef7580f7&req=dSAiH8F%2BnIdWX%2FMW1HO4zVqLbrt%2BUDzhtRxkH%2FWeR6aqDB%2B7J1%2Fx3FVnxGzB%0AxRkPM%2FSm47C59AAVvxc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059801696/7b13464c322b0a61e06adcbd/Screenshot+2024-05-23+at+15_49_08.png?expires=1732370400&signature=7adb8881c54d8a6f807d943f089aeccfacd4e5026407d9802e2062a0ef7580f7&req=dSAiH8F%2BnIdWX%2FMW1HO4zVqLbrt%2BUDzhtRxkH%2FWeR6aqDB%2B7J1%2Fx3FVnxGzB%0AxRkPM%2FSm47C59AAVvxc%3D%0A" width="2294" height="972"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip:</b> Since one person can be added to multiple teams, for a refined data display use the <b>Teams fields</b> and <b>filters</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1063215771/70adae38476bbb35827ab083/Screenshot+2024-05-27+at+14_41_20.png?expires=1732370400&signature=b08267d9aaf05488d56d42efe001025a5c73c691e1085babeef9bbeb587685f8&req=dSAhFct%2FmIZYWPMW1HO4zTuT0JkgOLOXrG5P7D49nqkxM2Cl%2BnUgPndvQTo0%0AKNcDlXvjLbjzuUQEzXU%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1063215771/70adae38476bbb35827ab083/Screenshot+2024-05-27+at+14_41_20.png?expires=1732370400&signature=b08267d9aaf05488d56d42efe001025a5c73c691e1085babeef9bbeb587685f8&req=dSAhFct%2FmIZYWPMW1HO4zTuT0JkgOLOXrG5P7D49nqkxM2Cl%2BnUgPndvQTo0%0AKNcDlXvjLbjzuUQEzXU%3D%0A" width="2910" height="1150"/></a></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_bf1a563f51">Managing Teams</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Viewing Team Membership:</b> To see the list of teams <b>a person is added to</b>, navigate to the Info tab in their user profile (in Resourcing > Employees for your employees and contractors, CRM > Contacts for your clients, or in Settings > Users).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>Note that when you add a person to a team, all objects (budgets, dashboards, Docs, task views) that the team can access are automatically shared with that person.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1192582099/628969727bfa58b2f917cbae/Screenshot+2024-09-25+at+14_29_50.png?expires=1732370400&signature=728a35688f1f7b4419d9916af0450c426bdf0ecf22d75d149fe223dc8f29054a&req=dSEuFMx2n4FWUPMW1HO4zRMrQ0jL73VC8wOupgNGy%2F2siXrvdgQu%2FPbbHqGj%0A8uYv%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1192582099/628969727bfa58b2f917cbae/Screenshot+2024-09-25+at+14_29_50.png?expires=1732370400&signature=728a35688f1f7b4419d9916af0450c426bdf0ecf22d75d149fe223dc8f29054a&req=dSEuFMx2n4FWUPMW1HO4zRMrQ0jL73VC8wOupgNGy%2F2siXrvdgQu%2FPbbHqGj%0A8uYv%0A" width="3834" height="1484"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Editing Teams:</b> Only Admins can manage teams, which includes adding or removing members and creating or deleting teams. This ensures security and proper management control.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Deleting Teams: </b>To delete a team, select the bin next to the team's name in Settings > Teams. Note that this just deletes the group, not the users from the app. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In terms of <b>access</b> to budgets, task views, dashboards, or Docs, when you delete a team, it is removed from all places it was present, meaning that <b>people in the team lose access to those objects, </b>in line with their permissions.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1063237176/4a3e4193b69cb0b87d1a68fe/Screenshot+2024-05-27+at+15_03_45.png?expires=1732370400&signature=08f9ba8ede203fb5b993e2a919ff52c10cc94f1dc6d9559b1b7907c5abd1969d&req=dSAhFct9moBYX%2FMW1HO4zdtlQhaQfDueiAKc%2Br0k4s8SXsS0wDRoE1L19mUM%0ApOUq%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1063237176/4a3e4193b69cb0b87d1a68fe/Screenshot+2024-05-27+at+15_03_45.png?expires=1732370400&signature=08f9ba8ede203fb5b993e2a919ff52c10cc94f1dc6d9559b1b7907c5abd1969d&req=dSAhFct9moBYX%2FMW1HO4zdtlQhaQfDueiAKc%2Br0k4s8SXsS0wDRoE1L19mUM%0ApOUq%0A" width="2862" height="990"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_ff818d1f46">Teams and Sharing Options</h1></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_372623b35f">Sharing a Dashboard</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>A <a href="https://help.productive.io/en/articles/6423123-dashboards">dashboard</a> can be shared with an individual or a team.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After selecting the team, choose a permission level for that team.</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059839687/d9390338791a74d648294c8f/Screenshot+2024-05-23+at+16_17_56.png?expires=1732370400&signature=9155878500ba4b5cd0d3a72ec46c483a9f0bcbf45adade15b3bb5c382b23cfd7&req=dSAiH8F9lIdXXvMW1HO4zS25TgjRMQ4RFJyYoSyF6%2FE0N7HhASX5eEtS2H5h%0AaGieuRVigbr24fm7XAg%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059839687/d9390338791a74d648294c8f/Screenshot+2024-05-23+at+16_17_56.png?expires=1732370400&signature=9155878500ba4b5cd0d3a72ec46c483a9f0bcbf45adade15b3bb5c382b23cfd7&req=dSAiH8F9lIdXXvMW1HO4zS25TgjRMQ4RFJyYoSyF6%2FE0N7HhASX5eEtS2H5h%0AaGieuRVigbr24fm7XAg%3D%0A" width="2924" height="1100"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_cea1b97d85">Sharing a Budget</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can add a whole team to work on a budget</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059841639/28bb51bdefd2eac201a0de07/Screenshot+2024-05-23+at+16_19_43.png?expires=1732370400&signature=fabc52ed42fe0c86e694116e1e69d5250f3edeae5e84abd160aed70c5641422f&req=dSAiH8F6nIdcUPMW1HO4zdb9BdLs0qQm%2BdfK4EerFLPfClbruiy%2FWX81XkvZ%0AFSZFQRlIlvQ%2FGx%2Fr%2Fxg%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059841639/28bb51bdefd2eac201a0de07/Screenshot+2024-05-23+at+16_19_43.png?expires=1732370400&signature=fabc52ed42fe0c86e694116e1e69d5250f3edeae5e84abd160aed70c5641422f&req=dSAiH8F6nIdcUPMW1HO4zdb9BdLs0qQm%2BdfK4EerFLPfClbruiy%2FWX81XkvZ%0AFSZFQRlIlvQ%2FGx%2Fr%2Fxg%3D%0A" width="2862" height="1206"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_e7bf697f34">Sharing a Doc</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> You can share a <a href="https://help.productive.io/en/articles/9075632-sharing-docs">Doc</a> with teams.</p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1059846870/99e24fa88bb989edd6d73691/Screenshot+2024-05-23+at+16_22_21.png?expires=1732370400&signature=7f345bca0fa4ad620b4e1bc669126afd334771f38b3d908da59922a94b8f3476&req=dSAiH8F6m4lYWfMW1HO4zbr2NcmXGUhB0%2FqTJRGpgVh%2BV9oraAyy86OgiE6x%0AvhDvqGnQEEI6y7t3SMw%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059846870/99e24fa88bb989edd6d73691/Screenshot+2024-05-23+at+16_22_21.png?expires=1732370400&signature=7f345bca0fa4ad620b4e1bc669126afd334771f38b3d908da59922a94b8f3476&req=dSAiH8F6m4lYWfMW1HO4zbr2NcmXGUhB0%2FqTJRGpgVh%2BV9oraAyy86OgiE6x%0AvhDvqGnQEEI6y7t3SMw%3D%0A" width="2066" height="1418"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_d5ec92036a">Sharing a View</h2></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can share your view with the whole team.</p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>More on views sharing <a href="https://help.productive.io/en/articles/9083613-sharing-views-from-the-tasks-screen">here</a>.<br/></p></div></li></ul></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059889607/5e0df157a33bef5cd76854a5/Screenshot+2024-05-23+at+16_51_09.png?expires=1732370400&signature=6a0c1b52dedd1c12868dd7dc1d24bb789a9a7502435e79a030444f0eea638bb9&req=dSAiH8F2lIdfXvMW1HO4zTin6E%2BDf%2FyQckZztGLYSFUYcXSWVHrZFlqYhpHz%0ADbVLaGHApJi9Ur9l%2BHI%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059889607/5e0df157a33bef5cd76854a5/Screenshot+2024-05-23+at+16_51_09.png?expires=1732370400&signature=6a0c1b52dedd1c12868dd7dc1d24bb789a9a7502435e79a030444f0eea638bb9&req=dSAiH8F2lIdfXvMW1HO4zTin6E%2BDf%2FyQckZztGLYSFUYcXSWVHrZFlqYhpHz%0ADbVLaGHApJi9Ur9l%2BHI%3D%0A" width="2572" height="1220"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_88699f282c">Using Teams as Fields and Filters</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Teams can also be used as a field in various overviews and as filters in different modules:</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>User Overview:</b> Teams can be used as a field in <b>Resourcing</b> > <b>Employees</b>, <b>CRM</b> > <b>Contacts</b>, and <b>Settings</b> > <b>Users</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1183930955/aba9913c7c5e67788618122d/Screenshot+2024-09-18+at+10_48_36.png?expires=1732370400&signature=60f7c035f9ef1e807efa0e2edc493d2cf9d048a0c85fd2a04dc8c698406b0736&req=dSEvFcB9nYhaXPMW1HO4zeEjBadXYHpbjVr%2FwRrlEyjZjGa2D%2Fl5VzUXQSxo%0AXYRt%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1183930955/aba9913c7c5e67788618122d/Screenshot+2024-09-18+at+10_48_36.png?expires=1732370400&signature=60f7c035f9ef1e807efa0e2edc493d2cf9d048a0c85fd2a04dc8c698406b0736&req=dSEvFcB9nYhaXPMW1HO4zeEjBadXYHpbjVr%2FwRrlEyjZjGa2D%2Fl5VzUXQSxo%0AXYRt%0A" width="2932" height="808"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Resourcing: </b>Team filters can be used to focus on specific groups.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059863113/fd13968eb13d05516e3880e3/Screenshot+2024-05-23+at+16_34_40.png?expires=1732370400&signature=edae5f3ab20ae4899ed9f83e42003c9710dbad0e8a6bc133e8f7e868307143b0&req=dSAiH8F4noBeWvMW1HO4zT56L7GsP8u5PygSmmNiaWOMfJT%2FO8rjkVhWqnAs%0ADW3Q%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059863113/fd13968eb13d05516e3880e3/Screenshot+2024-05-23+at+16_34_40.png?expires=1732370400&signature=edae5f3ab20ae4899ed9f83e42003c9710dbad0e8a6bc133e8f7e868307143b0&req=dSAiH8F4noBeWvMW1HO4zT56L7GsP8u5PygSmmNiaWOMfJT%2FO8rjkVhWqnAs%0ADW3Q%0A" width="2198" height="914"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/></p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Reports:</b> Teams filters are applicable in Reports, helping you refine your data and focus on specific groups. <br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>The <b>People data source report</b> can help you analyze individuals by teams, while in all other reports, teams can be added as <b>a relationship field </b>if needed for additional data or filtering methods.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1063222826/6841ca2ce25bef91629d5baa/Screenshot+2024-05-27+at+14_49_40.png?expires=1732370400&signature=608b10ecf60d5fbb84ed2292fd6197acf8b6fb66a455ad05da4fa36cc1b09491&req=dSAhFct8n4ldX%2FMW1HO4zfpxq7QlFkcM4wuV9JDJikiBk3AkIWaSGHi7jnEO%0ApJUA%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1063222826/6841ca2ce25bef91629d5baa/Screenshot+2024-05-27+at+14_49_40.png?expires=1732370400&signature=608b10ecf60d5fbb84ed2292fd6197acf8b6fb66a455ad05da4fa36cc1b09491&req=dSAhFct8n4ldX%2FMW1HO4zfpxq7QlFkcM4wuV9JDJikiBk3AkIWaSGHi7jnEO%0ApJUA%0A" width="2718" height="1148"/></a></div></li></ul></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/2179628-archiving-and-deleting-a-project" data-testid="article-link"><div class="flex flex-col p-0"><span 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"daf520c6-cb10-4ca5-a201-a2ffa155b5fc","role":"visitor_role"},"articleContent":{"articleId":"6741567","author":null,"blocks":[{"type":"paragraph","text":"Teams in Productive represent groups of users organized to collaborate on specific \u003cb\u003ebudgets\u003c/b\u003e, \u003cb\u003edashboards\u003c/b\u003e, \u003cb\u003eDocs\u003c/b\u003e, or \u003cb\u003etask views\u003c/b\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"In \u003cb\u003eSettings \u003c/b\u003e\u0026gt;\u003cb\u003e Teams\u003c/b\u003e, you can see the total number of teams you have created and which are active under your subscription plan. This helps you keep track of team organization and ensure efficient resource management.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"In short, Teams allow you to:","class":"no-margin"},{"type":"unorderedNestedList","text":"- Effectively \u003cb\u003eshare\u003c/b\u003e dashboards, task views, budgets or Docs.\n- View and manage different teams' responsibilities in \u003cb\u003eResourcing\u003c/b\u003e.\n- Analyze teams' availability, capacity, and financial data in \u003cb\u003eReports\u003c/b\u003e.","items":[{"content":[{"type":"paragraph","text":"Effectively \u003cb\u003eshare\u003c/b\u003e dashboards, task views, budgets or Docs.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"View and manage different teams' responsibilities in \u003cb\u003eResourcing\u003c/b\u003e.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Analyze teams' availability, capacity, and financial data in \u003cb\u003eReports\u003c/b\u003e.","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Creating and Managing Teams","idAttribute":"h_7306b748be"},{"type":"subheading","text":"Creating Teams","idAttribute":"h_c6bd056104"},{"type":"paragraph","text":"To create a team:","class":"no-margin"},{"type":"orderedNestedList","text":"1. Navigate to \u003cb\u003eSettings \u003c/b\u003e\u0026gt;\u003cb\u003e Teams.\u003c/b\u003e\n2. Select \u003cb\u003e+ Create team.\u003c/b\u003e\n3. Enter a name for your team and save.\n ","items":[{"content":[{"type":"paragraph","text":"Navigate to \u003cb\u003eSettings \u003c/b\u003e\u0026gt;\u003cb\u003e Teams.\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Select \u003cb\u003e+ Create team.\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Enter a name for your team and save.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059793704/8b621ffdaa0c7f02634757f6/Screenshot+2024-05-23+at+15_43_05.png?expires=1732370400\u0026signature=c5a2d6d06db041a1079f477ad1a5203c9cd7065249a32094261bae4e8a3d76fb\u0026req=dSAiH853noZfXfMW1HO4zXzNGFyFA3CiAVLzpz7GEW5IFQRKP4RwpjBugJp4%0A6jhKaaZXMHktWQk36bk%3D%0A","width":2920,"height":1100},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059797456/89b445c5b6f9a1cc101cff4d/Screenshot+2024-05-23+at+15_46_02.png?expires=1732370400\u0026signature=65b7cb74208785862b6a2481311eefe0e3bf7356e8027356713f30950d4348af\u0026req=dSAiH853moVaX%2FMW1HO4zehHKxH8vsQptZLhqzKzEf4zIk6B7NB0zaYMcscK%0AGwdDjjdg26iHUMoKWrY%3D%0A","width":2916,"height":1134},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Adding Members to Teams","idAttribute":"h_4529b0a365"},{"type":"paragraph","text":"To add members to a team:","class":"no-margin"},{"type":"orderedNestedList","text":"1. Click on the team you want to add members to.\n2. Select \u003cb\u003e+ Add member.\u003c/b\u003e\n3. Choose the users you want to add to the team from the list.\u003cbr\u003eNote that \u003cb\u003eone user can belong to multiple teams\u003c/b\u003e, and clients as well as contractors can be part of teams!","items":[{"content":[{"type":"paragraph","text":"Click on the team you want to add members to.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Select \u003cb\u003e+ Add member.\u003c/b\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Choose the users you want to add to the team from the list.\u003cbr\u003eNote that \u003cb\u003eone user can belong to multiple teams\u003c/b\u003e, and clients as well as contractors can be part of teams!","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059801696/7b13464c322b0a61e06adcbd/Screenshot+2024-05-23+at+15_49_08.png?expires=1732370400\u0026signature=7adb8881c54d8a6f807d943f089aeccfacd4e5026407d9802e2062a0ef7580f7\u0026req=dSAiH8F%2BnIdWX%2FMW1HO4zVqLbrt%2BUDzhtRxkH%2FWeR6aqDB%2B7J1%2Fx3FVnxGzB%0AxRkPM%2FSm47C59AAVvxc%3D%0A","width":2294,"height":972},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eTip:\u003c/b\u003e Since one person can be added to multiple teams, for a refined data display use the \u003cb\u003eTeams fields\u003c/b\u003e and \u003cb\u003efilters\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1063215771/70adae38476bbb35827ab083/Screenshot+2024-05-27+at+14_41_20.png?expires=1732370400\u0026signature=b08267d9aaf05488d56d42efe001025a5c73c691e1085babeef9bbeb587685f8\u0026req=dSAhFct%2FmIZYWPMW1HO4zTuT0JkgOLOXrG5P7D49nqkxM2Cl%2BnUgPndvQTo0%0AKNcDlXvjLbjzuUQEzXU%3D%0A","width":2910,"height":1150}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Managing Teams","idAttribute":"h_bf1a563f51"},{"type":"unorderedNestedList","text":"- \u003cb\u003eViewing Team Membership:\u003c/b\u003e To see the list of teams \u003cb\u003ea person is added to\u003c/b\u003e, navigate to the Info tab in their user profile (in Resourcing \u0026gt; Employees for your employees and contractors, CRM \u0026gt; Contacts for your clients, or in Settings \u0026gt; Users).\n \u003cbr\u003eNote that when you add a person to a team, all objects (budgets, dashboards, Docs, task views) that the team can access are automatically shared with that person.\n \n \n \n- \u003cb\u003eEditing Teams:\u003c/b\u003e Only Admins can manage teams, which includes adding or removing members and creating or deleting teams. This ensures security and proper management control.\n \n- \u003cb\u003eDeleting Teams: \u003c/b\u003eTo delete a team, select the bin next to the team's name in Settings \u0026gt; Teams. Note that this just deletes the group, not the users from the app. \n \n In terms of \u003cb\u003eaccess\u003c/b\u003e to budgets, task views, dashboards, or Docs, when you delete a team, it is removed from all places it was present, meaning that \u003cb\u003epeople in the team lose access to those objects, \u003c/b\u003ein line with their permissions.\n \n \n ","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eViewing Team Membership:\u003c/b\u003e To see the list of teams \u003cb\u003ea person is added to\u003c/b\u003e, navigate to the Info tab in their user profile (in Resourcing \u0026gt; Employees for your employees and contractors, CRM \u0026gt; Contacts for your clients, or in Settings \u0026gt; Users).","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003eNote that when you add a person to a team, all objects (budgets, dashboards, Docs, task views) that the team can access are automatically shared with that person.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1192582099/628969727bfa58b2f917cbae/Screenshot+2024-09-25+at+14_29_50.png?expires=1732370400\u0026signature=728a35688f1f7b4419d9916af0450c426bdf0ecf22d75d149fe223dc8f29054a\u0026req=dSEuFMx2n4FWUPMW1HO4zRMrQ0jL73VC8wOupgNGy%2F2siXrvdgQu%2FPbbHqGj%0A8uYv%0A","width":3834,"height":1484},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eEditing Teams:\u003c/b\u003e Only Admins can manage teams, which includes adding or removing members and creating or deleting teams. This ensures security and proper management control.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eDeleting Teams: \u003c/b\u003eTo delete a team, select the bin next to the team's name in Settings \u0026gt; Teams. Note that this just deletes the group, not the users from the app. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"In terms of \u003cb\u003eaccess\u003c/b\u003e to budgets, task views, dashboards, or Docs, when you delete a team, it is removed from all places it was present, meaning that \u003cb\u003epeople in the team lose access to those objects, \u003c/b\u003ein line with their permissions.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1063237176/4a3e4193b69cb0b87d1a68fe/Screenshot+2024-05-27+at+15_03_45.png?expires=1732370400\u0026signature=08f9ba8ede203fb5b993e2a919ff52c10cc94f1dc6d9559b1b7907c5abd1969d\u0026req=dSAhFct9moBYX%2FMW1HO4zdtlQhaQfDueiAKc%2Br0k4s8SXsS0wDRoE1L19mUM%0ApOUq%0A","width":2862,"height":990},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"heading","text":"Teams and Sharing Options","idAttribute":"h_ff818d1f46"},{"type":"subheading","text":"Sharing a Dashboard","idAttribute":"h_372623b35f"},{"type":"unorderedNestedList","text":"- A \u003ca href=\"https://help.productive.io/en/articles/6423123-dashboards\"\u003edashboard\u003c/a\u003e can be shared with an individual or a team.\n- After selecting the team, choose a permission level for that team.","items":[{"content":[{"type":"paragraph","text":"A \u003ca href=\"https://help.productive.io/en/articles/6423123-dashboards\"\u003edashboard\u003c/a\u003e can be shared with an individual or a team.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"After selecting the team, choose a permission level for that team.","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059839687/d9390338791a74d648294c8f/Screenshot+2024-05-23+at+16_17_56.png?expires=1732370400\u0026signature=9155878500ba4b5cd0d3a72ec46c483a9f0bcbf45adade15b3bb5c382b23cfd7\u0026req=dSAiH8F9lIdXXvMW1HO4zS25TgjRMQ4RFJyYoSyF6%2FE0N7HhASX5eEtS2H5h%0AaGieuRVigbr24fm7XAg%3D%0A","width":2924,"height":1100},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Sharing a Budget","idAttribute":"h_cea1b97d85"},{"type":"unorderedNestedList","text":"- You can add a whole team to work on a budget","items":[{"content":[{"type":"paragraph","text":"You can add a whole team to work on a budget","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059841639/28bb51bdefd2eac201a0de07/Screenshot+2024-05-23+at+16_19_43.png?expires=1732370400\u0026signature=fabc52ed42fe0c86e694116e1e69d5250f3edeae5e84abd160aed70c5641422f\u0026req=dSAiH8F6nIdcUPMW1HO4zdb9BdLs0qQm%2BdfK4EerFLPfClbruiy%2FWX81XkvZ%0AFSZFQRlIlvQ%2FGx%2Fr%2Fxg%3D%0A","width":2862,"height":1206},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Sharing a Doc","idAttribute":"h_e7bf697f34"},{"type":"unorderedNestedList","text":"- You can share a \u003ca href=\"https://help.productive.io/en/articles/9075632-sharing-docs\"\u003eDoc\u003c/a\u003e with teams.","items":[{"content":[{"type":"paragraph","text":" You can share a \u003ca href=\"https://help.productive.io/en/articles/9075632-sharing-docs\"\u003eDoc\u003c/a\u003e with teams.","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059846870/99e24fa88bb989edd6d73691/Screenshot+2024-05-23+at+16_22_21.png?expires=1732370400\u0026signature=7f345bca0fa4ad620b4e1bc669126afd334771f38b3d908da59922a94b8f3476\u0026req=dSAiH8F6m4lYWfMW1HO4zbr2NcmXGUhB0%2FqTJRGpgVh%2BV9oraAyy86OgiE6x%0AvhDvqGnQEEI6y7t3SMw%3D%0A","width":2066,"height":1418,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Sharing a View","idAttribute":"h_d5ec92036a"},{"type":"unorderedNestedList","text":"- You can share your view with the whole team.\n- More on views sharing \u003ca href=\"https://help.productive.io/en/articles/9083613-sharing-views-from-the-tasks-screen\"\u003ehere\u003c/a\u003e.\u003cbr\u003e","items":[{"content":[{"type":"paragraph","text":"You can share your view with the whole team.","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"More on views sharing \u003ca href=\"https://help.productive.io/en/articles/9083613-sharing-views-from-the-tasks-screen\"\u003ehere\u003c/a\u003e.\u003cbr\u003e","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059889607/5e0df157a33bef5cd76854a5/Screenshot+2024-05-23+at+16_51_09.png?expires=1732370400\u0026signature=6a0c1b52dedd1c12868dd7dc1d24bb789a9a7502435e79a030444f0eea638bb9\u0026req=dSAiH8F2lIdfXvMW1HO4zTin6E%2BDf%2FyQckZztGLYSFUYcXSWVHrZFlqYhpHz%0ADbVLaGHApJi9Ur9l%2BHI%3D%0A","width":2572,"height":1220},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Using Teams as Fields and Filters","idAttribute":"h_88699f282c"},{"type":"paragraph","text":"Teams can also be used as a field in various overviews and as filters in different modules:","class":"no-margin"},{"type":"unorderedNestedList","text":"- \u003cb\u003eUser Overview:\u003c/b\u003e Teams can be used as a field in \u003cb\u003eResourcing\u003c/b\u003e \u0026gt; \u003cb\u003eEmployees\u003c/b\u003e, \u003cb\u003eCRM\u003c/b\u003e \u0026gt; \u003cb\u003eContacts\u003c/b\u003e, and \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003eUsers\u003c/b\u003e.\n \n \n \n- \u003cb\u003eResourcing: \u003c/b\u003eTeam filters can be used to focus on specific groups.\n \n \n \u003cbr\u003e\n- \u003cb\u003eReports:\u003c/b\u003e Teams filters are applicable in Reports, helping you refine your data and focus on specific groups. \u003cbr\u003e\n The \u003cb\u003ePeople data source report\u003c/b\u003e can help you analyze individuals by teams, while in all other reports, teams can be added as \u003cb\u003ea relationship field \u003c/b\u003eif needed for additional data or filtering methods.\n \n","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eUser Overview:\u003c/b\u003e Teams can be used as a field in \u003cb\u003eResourcing\u003c/b\u003e \u0026gt; \u003cb\u003eEmployees\u003c/b\u003e, \u003cb\u003eCRM\u003c/b\u003e \u0026gt; \u003cb\u003eContacts\u003c/b\u003e, and \u003cb\u003eSettings\u003c/b\u003e \u0026gt; \u003cb\u003eUsers\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1183930955/aba9913c7c5e67788618122d/Screenshot+2024-09-18+at+10_48_36.png?expires=1732370400\u0026signature=60f7c035f9ef1e807efa0e2edc493d2cf9d048a0c85fd2a04dc8c698406b0736\u0026req=dSEvFcB9nYhaXPMW1HO4zeEjBadXYHpbjVr%2FwRrlEyjZjGa2D%2Fl5VzUXQSxo%0AXYRt%0A","width":2932,"height":808},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eResourcing: \u003c/b\u003eTeam filters can be used to focus on specific groups.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059863113/fd13968eb13d05516e3880e3/Screenshot+2024-05-23+at+16_34_40.png?expires=1732370400\u0026signature=edae5f3ab20ae4899ed9f83e42003c9710dbad0e8a6bc133e8f7e868307143b0\u0026req=dSAiH8F4noBeWvMW1HO4zT56L7GsP8u5PygSmmNiaWOMfJT%2FO8rjkVhWqnAs%0ADW3Q%0A","width":2198,"height":914},{"type":"paragraph","text":"\u003cbr\u003e","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eReports:\u003c/b\u003e Teams filters are applicable in Reports, helping you refine your data and focus on specific groups. \u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":"The \u003cb\u003ePeople data source report\u003c/b\u003e can help you analyze individuals by teams, while in all other reports, teams can be added as \u003cb\u003ea relationship field \u003c/b\u003eif needed for additional data or filtering methods.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1063222826/6841ca2ce25bef91629d5baa/Screenshot+2024-05-27+at+14_49_40.png?expires=1732370400\u0026signature=608b10ecf60d5fbb84ed2292fd6197acf8b6fb66a455ad05da4fa36cc1b09491\u0026req=dSAhFct8n4ldX%2FMW1HO4zfpxq7QlFkcM4wuV9JDJikiBk3AkIWaSGHi7jnEO%0ApJUA%0A","width":2718,"height":1148}]}]}],"collectionId":"3556428","description":"Learn how to set up up and manage teams in Productive.","id":"6528285","lastUpdated":"Updated over 2 months ago","relatedArticles":[{"title":"Archiving and Deleting a Project","url":"https://help.productive.io/en/articles/2179628-archiving-and-deleting-a-project"},{"title":"Understanding and Setting Up Cost Rates in Productive","url":"https://help.productive.io/en/articles/2179644-understanding-and-setting-up-cost-rates-in-productive"},{"title":"Using Webhooks in Productive","url":"https://help.productive.io/en/articles/3693279-using-webhooks-in-productive"},{"title":"Views in Productive","url":"https://help.productive.io/en/articles/5628321-views-in-productive"},{"title":"Permission Builder","url":"https://help.productive.io/en/articles/8517221-permission-builder"}],"targetUserType":"everyone","title":"Managing Teams in Productive","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.productive.io/en/collections/38870-settings","name":"Settings"},{"url":"https://help.productive.io/en/collections/3556428-organization-settings","name":"Organization Settings"}],"selectedReaction":null,"showReactions":true,"themeCSSCustomProperties":{"--body-bg":"rgb(255, 255, 255)","--body-image":"none","--body-bg-rgb":"255, 255, 255","--body-border":"rgb(230, 230, 230)","--body-primary-color":"#1a1a1a","--body-secondary-color":"#737373","--body-reaction-bg":"rgb(242, 242, 242)","--body-reaction-text-color":"rgb(64, 64, 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