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Teams settings are located on the home page > Setting." /> <link rel="canonical" href="https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/" /> <meta name="twitter:label1" content="Written by" /> <meta name="twitter:data1" content="Danny Baumann" /> <meta name="twitter:label2" content="Est. reading time" /> <meta name="twitter:data2" content="11 minutes" /> <script type="application/ld+json" class="yoast-schema-graph">{"@context":"https://schema.org","@graph":[{"@type":"Article","@id":"https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/#article","isPartOf":{"@id":"https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/"},"author":{"name":"Danny Baumann","@id":"https://support.hubstaff.com/#/schema/person/a281dc329858b7d19119911fc8a86b86"},"headline":"Creating and Managing Teams in Hubstaff Tasks","datePublished":"2019-10-29T01:17:48+00:00","dateModified":"2023-07-04T06:55:32+00:00","mainEntityOfPage":{"@id":"https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/"},"wordCount":1254,"publisher":{"@id":"https://support.hubstaff.com/#organization"},"image":{"@id":"https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/#primaryimage"},"thumbnailUrl":"https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer.png","keywords":["add asset","add project to team","adding projects to a team","create a new team","how to create a team","hubstaff tasks","project level role","task","tasks","team level role","team member","team members","team project","team projects"],"articleSection":["Getting Started","Hubstaff Tasks","Organizations","Teams"],"inLanguage":"en"},{"@type":"WebPage","@id":"https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/","url":"https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/","name":"Creating and Managing Teams in Hubstaff Tasks","isPartOf":{"@id":"https://support.hubstaff.com/#website"},"primaryImageOfPage":{"@id":"https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/#primaryimage"},"image":{"@id":"https://support.hubstaff.com/creating-and-managing-teams-in-hubstaff-tasks/#primaryimage"},"thumbnailUrl":"https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer.png","datePublished":"2019-10-29T01:17:48+00:00","dateModified":"2023-07-04T06:55:32+00:00","description":"Looking where I can manage the team settings in Hubstaff Tasks. 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</div> <div class="col-sm-6"> <div class="form-horizontal"> <div class="form-group"> <label for="search-format" class="col-sm-3 control-label">Format</label> <div class="col-sm-9"> <select name='post_format' id='search-format' class='form-control'> <option value='0'>All Formats</option> <option value='standard'>Standard</option> <option value='image'>Image</option> <option value='video'>Video</option> </select> </div> </div> </div> </div> </div> </div> <a href="#" class="search-advance-button text-center"><i class="fa fa-chevron-circle-up fa-2x"></i></a> </div> </form> </div> </div> </header> <div id="main" class="site-main post-site-main clearfix"> <div class="container"> <ol class="breadcrumb breadcrumb-custom"> <li><a href="https://support.hubstaff.com/">Home</a></li> <li><a href="https://support.hubstaff.com/category/hubstaff-tasks/">Hubstaff Tasks</a></li> <li><a href="https://support.hubstaff.com/category/hubstaff-tasks/organizations-hubstaff-tasks/">Organizations</a></li> <li><a href="https://support.hubstaff.com/category/hubstaff-tasks/organizations-hubstaff-tasks/teams-organizations-hubstaff-tasks/">Teams</a></li> <li class="active">Creating and Managing Teams in Hubstaff Tasks</li> </ol> <div class="row"> <div id="content" class="site-content main-content-section col-md-9 col-md-push-3"> <article id="post-19177" class="post-19177 post type-post status-publish format-standard hentry category-getting-started-hubstaff-tasks category-hubstaff-tasks category-organizations-hubstaff-tasks category-teams-organizations-hubstaff-tasks tag-add-asset tag-add-project-to-team tag-adding-projects-to-a-team tag-create-a-new-team tag-how-to-create-a-team tag-hubstaff-tasks tag-project-level-role tag-task tag-tasks tag-team-level-role tag-team-member tag-team-members tag-team-project tag-team-projects"> <header class="entry-header"> <h1 class="entry-title">Creating and Managing Teams in Hubstaff Tasks</h1> <div class="entry-meta text-muted"> <span class="date"><i class='fa fa-list-alt text-muted'></i> <time datetime=""> at </time></span> <span class="category"><i class="fa fa-folder-open-o fa-fw"></i> <a href="https://support.hubstaff.com/category/hubstaff-tasks/getting-started-hubstaff-tasks/" rel="category tag">Getting Started</a>, <a href="https://support.hubstaff.com/category/hubstaff-tasks/" rel="category tag">Hubstaff Tasks</a>, <a href="https://support.hubstaff.com/category/hubstaff-tasks/organizations-hubstaff-tasks/" rel="category tag">Organizations</a>, <a href="https://support.hubstaff.com/category/hubstaff-tasks/organizations-hubstaff-tasks/teams-organizations-hubstaff-tasks/" rel="category tag">Teams</a></span> </div> </header> <div class="entry-content clearfix"> <p>Hubstaff allows you to create teams within your Tasks organization. This enables you to automatically import team roles to new projects, rather than repeating the process of assigning them every time.</p> <ul> <li><a href="#whatcani">What can I use teams for?</a></li> <li><a href="#permissions">Administrative permissions of each role explained</a></li> <li><a href="#newteam">How to create a new team</a></li> <li><a href="#members">How to edit the members of a pre-existing team</a></li> <li><a href="#projects">How to add or remove projects from a pre-existing team</a></li> <li><a href="#teamlead">How to give certain members the team lead status</a></li> </ul> <div class="well well-sm"><i class="fa fa-info-circle support-fa"></i>This feature is available on Team (formerly Premium, and Pro) and Enterprise plans.</div> <hr /> <h2 id="whatcani">What can I use teams for?</h2> <p>Every time you create a new project and assign it to a team, all members of that team, as well as their assigned roles, will be automatically imported to the new project.</p> <p>This saves you the tedious task of manually adding in team members and their roles from scratch every time.</p> <p>Please note, it is also possible to change member roles at a project level as well. The role assigned on the project level role will override the user’s team role.</p> <p>For example, the user Hubstaff Test Account is assigned as a Viewer in the team “New team”.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer.png"><img decoding="async" class="alignnone size-full wp-image-23714" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer.png" alt="" width="623" height="348" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer.png 623w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-300x168.png 300w" sizes="(max-width: 623px) 100vw, 623px" /></a></p> <p>When a project is assigned to New team, when accessing the project level member list, by default Hubstaff Test Account will be assigned as a Viewer. You can see this outlined in red as “Viewer via New team” from the dropdown menu. The role can be overridden by selecting another role from the dropdown menu, such as Collaborator.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-Edit2.png"><img decoding="async" loading="lazy" class="alignnone wp-image-23716" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-Edit2.png" alt="" width="448" height="505" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-Edit2.png 545w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-Edit2-266x300.png 266w" sizes="(max-width: 448px) 100vw, 448px" /></a></p> <hr /> <h2 id="permissions">Administrative permissions of each role explained</h2> <h3>Who can create and manage teams within Tasks?</h3> <p>Organization Owners and Managers can create and manage teams.</p> <p>However, Organization Members do not have access to view or create teams.</p> <h3>What administrative permissions are given for each role?</h3> <p><strong>Project Viewer</strong></p> <p>As the name suggests, Project Viewers are only able to view the data within a Project. This includes all tasks, lists, comments, and attachments within the project/s they are assigned to. Viewers are also able to access Sprints schedules assigned to a project, if applicable.</p> <p>Viewers are not able to make any changes to projects they are assigned to.</p> <p><strong>Project Manager</strong></p> <p>Project Managers are able to:</p> <ul> <li>Create new tasks</li> <li>Create and edit lists</li> <li>View Sprints schedules assigned to projects, but are unable to edit sprint settings</li> <li>Change member roles at the project level</li> <li>Add new members to the project, but not invite new members in to the organization</li> <li>Can assign members of the project to a task as an assignee or follower</li> <li>Can add labels, due dates, estimated completion times, checklists and add attachments</li> <li>Can add comments, work logs and add a description to tasks</li> <li>Can move tasks between lists</li> </ul> <p><strong>Project Collaborator</strong></p> <ul> <li>Can create new tasks</li> <li>Can move tasks between lists</li> <li>Can add labels, due dates, estimated completion times, checklists and add attachments</li> <li>Can add comments, work logs and add a description to tasks</li> <li>Can view Sprints but cannot edit sprint settings</li> <li>Can assign members of the project to a task as an assignee or follower</li> </ul> <p><strong>Team Lead</strong></p> <p>Currently, the team lead role is a title only. It does not give the user any additional administrative privileges other than the role they are assigned to within the team.</p> <hr /> <h2 id="newteam">How to create a new Team</h2> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>From your Tasks Dashboard (any page), click on the <strong>Settings </strong>button located in the lower-left corner.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/HST-settings-icon.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-27209" title="HST settings icon" src="//support.hubstaff.com/wp-content/uploads/2019/10/HST-settings-icon.png" alt="HST settings icon" width="140" height="50" /></a></p> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Select TEAMS from the Settings menu.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23708" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png" alt="" width="727" height="522" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png 727w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams-300x215.png 300w" sizes="(max-width: 727px) 100vw, 727px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Click <strong>Add team</strong> to create a new team.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-team.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23717" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-team.png" alt="" width="1141" height="450" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-team.png 1141w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-team-300x118.png 300w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-team-1024x404.png 1024w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-team-768x303.png 768w" sizes="(max-width: 1141px) 100vw, 1141px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Enter the <strong>Name</strong> of the team in the NAME field. Click <strong>Save</strong> to finalize your new team.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23710" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team.png" alt="" width="613" height="260" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team.png 613w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-300x127.png 300w" sizes="(max-width: 613px) 100vw, 613px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 5</p> </div> <p>The next step is to add members to the team. Click on the <strong>name of the team</strong> to begin this process.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23711" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png" alt="" width="462" height="246" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png 462w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit-300x160.png 300w" sizes="(max-width: 462px) 100vw, 462px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 6</p> </div> <p>Click <strong>Add member </strong>to select which members of your organization you wish to add to the team.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-Add-Member.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23712" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-Add-Member.png" alt="" width="281" height="165" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 7</p> </div> <p>A pop-up window will appear. Select which team member you wish to add to the team from the top dropdown menu. Select the role you wish to assign to them from the bottom dropdown menu.</p> <p>You can choose from the following options:</p> <ul> <li>Viewer – Can view the project</li> <li>Manager – Can manage the project</li> <li>Collaborator – Can work on the project</li> </ul> <p>To learn more about what each role entails please see the Roles & Permissions section above.</p> <p>Click <strong>Save</strong> to add the member to the team.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-Add-Member2.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23713" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-Add-Member2.png" alt="" width="608" height="315" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-Add-Member2.png 608w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-Add-Member2-300x155.png 300w" sizes="(max-width: 608px) 100vw, 608px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 8</p> </div> <p>There is also the option to give certain members of your team, t<em>eam lead</em> status. Simply select the toggle against the relevant team member to activate the t<em>eam lead</em> status for them.</p> <p>At the moment, the team lead is a label only and does not give the user any additional privileges.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Team-lead2.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23719" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Team-lead2.png" alt="" width="770" height="251" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Team-lead2.png 770w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Team-lead2-300x98.png 300w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Team-lead2-768x250.png 768w" sizes="(max-width: 770px) 100vw, 770px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 9</p> </div> <p>The last step is to add projects to the team. Click on the <strong>Projects</strong> navigation tab, then select <strong>Add project</strong>.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23720" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project.png" alt="" width="1141" height="393" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project.png 1141w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project-300x103.png 300w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project-1024x353.png 1024w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project-768x265.png 768w" sizes="(max-width: 1141px) 100vw, 1141px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 10</p> </div> <p>A pop-up window will appear. Select the relevant project from the PROJECT drop-down menu. Click <strong>Save</strong> to add that project to the team.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project2.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23721" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project2.png" alt="" width="610" height="250" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project2.png 610w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project2-300x123.png 300w" sizes="(max-width: 610px) 100vw, 610px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 11</p> </div> <p>The project will then appear as added under the Projects section as shown below.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project3.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23722" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project3.png" alt="" width="1141" height="228" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project3.png 1141w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project3-300x60.png 300w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project3-1024x205.png 1024w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Add-Project3-768x153.png 768w" sizes="(max-width: 1141px) 100vw, 1141px" /></a></p> <p>Please note: If you create your project and assign project-level roles to your users before first creating the team, then your project-level roles will override the team level roles.</p> <p>In the example below, the user <em>Hubstaff Test Account</em> is set as a Collaborator at the Project level, and as a Viewer at the team level. Thus, the team role will need to be manually selected by clicking on <em>Viewer via New team.</em></p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-Edit2.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23716" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-Edit2.png" alt="" width="545" height="614" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-Edit2.png 545w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Viewer-Edit2-266x300.png 266w" sizes="(max-width: 545px) 100vw, 545px" /></a></p> <p>For this reason, it is best to create the team first and add the project second. Then, when you assign the project to the team their roles will be automatically imported.</p> <hr /> <h2 id="members">How to edit the members of a pre-existing team</h2> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>From your Tasks Dashboard (any page), click on the <strong>Settings </strong>button located in the lower-left corner.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/HST-settings-icon.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-27209" title="HST settings icon" src="//support.hubstaff.com/wp-content/uploads/2019/10/HST-settings-icon.png" alt="HST settings icon" width="140" height="50" /></a></p> <p> </p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Select <strong>TEAMS</strong>聽from the Settings menu.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23708" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png" alt="" width="727" height="522" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png 727w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams-300x215.png 300w" sizes="(max-width: 727px) 100vw, 727px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> </div> <div class="support-steps"> <p>Step 3</p> </div> <p>Click on the name of the team whose members you wish to edit.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23711" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png" alt="" width="462" height="246" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png 462w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit-300x160.png 300w" sizes="(max-width: 462px) 100vw, 462px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p><strong>To edit a team member’s role:</strong> Simply click on the dropdown menu under the Project role column (1). Select their new role from the dropdown menu that appears (2).</p> <p><strong>To remove a member from the team: </strong>Please click on the Remove button (4) against their name.</p> <p><strong>To add a new member to the team: </strong>Simply click the Add member button (5).</p> <p><strong>To give the member team lead role status: </strong>Simply click the toggle under the team lead column. To remove the team lead status, deselect the toggle (3).</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23723" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member.png" alt="" width="1142" height="373" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member.png 1142w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-300x98.png 300w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-1024x334.png 1024w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-768x251.png 768w" sizes="(max-width: 1142px) 100vw, 1142px" /></a></p> <hr /> <h2 id="projects">How to add or remove projects from a pre-existing team</h2> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>From your Tasks Dashboard (any page), click on the <strong>Settings icon</strong> at the upper right corner.</p> <div class="support-steps"> <div class="support-step-circle"><a href="//support.hubstaff.com/wp-content/uploads/2019/10/HST-settings-icon.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-27209" title="HST settings icon" src="//support.hubstaff.com/wp-content/uploads/2019/10/HST-settings-icon.png" alt="HST settings icon" width="140" height="50" /></a></div> <p>Step 2</p> </div> <p>Select t<strong>eams</strong> from the Settings menu.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23708" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png" alt="" width="727" height="522" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png 727w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams-300x215.png 300w" sizes="(max-width: 727px) 100vw, 727px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 3</p> </div> <p>Click on the name of the team whose members you wish to edit.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23711" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png" alt="" width="462" height="246" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png 462w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit-300x160.png 300w" sizes="(max-width: 462px) 100vw, 462px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Click on <strong>Projects</strong> from the navigation tab.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Project.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23724" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Project.png" alt="" width="298" height="229" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 5</p> </div> <p>If you wish to remove a project, simply click the <strong>Remove</strong> (1) button.</p> <p>If you wish to add a new project, simply click the <strong>Add project </strong>(2) button.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Project-Add-Remove.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23725" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Project-Add-Remove.png" alt="" width="1134" height="223" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Project-Add-Remove.png 1134w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Project-Add-Remove-300x59.png 300w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Project-Add-Remove-1024x201.png 1024w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Project-Add-Remove-768x151.png 768w" sizes="(max-width: 1134px) 100vw, 1134px" /></a></p> <hr /> <h2 id="teamlead">How to give certain members the team lead status</h2> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 1</p> </div> <p>From your Tasks Dashboard (any page), click on the <strong>Settings </strong>button located in the lower-left corner</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/HST-settings-icon.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-27209" title="HST settings icon" src="//support.hubstaff.com/wp-content/uploads/2019/10/HST-settings-icon.png" alt="HST settings icon" width="140" height="50" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 2</p> </div> <p>Select <strong>Teams</strong> from the Settings menu.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23708" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png" alt="" width="727" height="522" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams.png 727w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Settings-Teams-300x215.png 300w" sizes="(max-width: 727px) 100vw, 727px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> </div> <div class="support-steps"> <p>Step 3</p> </div> <p>Click on the name of the team whose members you wish to edit.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23711" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png" alt="" width="462" height="246" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit.png 462w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-New-team-edit-300x160.png 300w" sizes="(max-width: 462px) 100vw, 462px" /></a></p> <div class="support-steps"> <div class="support-step-circle"></div> <p>Step 4</p> </div> <p>Currently, the Team Lead role is a title only. It does not give the user any additional administrative privileges other than the role they are assigned to within the team.</p> <p>Simply click the toggle under the team lead column. To remove the team lead status, deselect the toggle.</p> <p><a href="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-Team-lead.png"><img decoding="async" loading="lazy" class="alignnone size-full wp-image-23726" src="//support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-Team-lead.png" alt="" width="1137" height="227" srcset="https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-Team-lead.png 1137w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-Team-lead-300x60.png 300w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-Team-lead-1024x204.png 1024w, https://support.hubstaff.com/wp-content/uploads/2019/10/Tasks-Teams-Edit-Member-Team-lead-768x153.png 768w" sizes="(max-width: 1137px) 100vw, 1137px" /></a></p> <div class="helpful-block-content wth_theme_1"> <ul> <li><span class="wthp_title">Was this Helpful ?</span></li> <li><a data-post="19177" 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