Teams in Productive group users who work together.
In Settings > Teams, you can see all your teams and how many your subscription plan includes. Click a team to open its window with its members, time, planning, and activity.
Use teams to:
Share dashboards, task views, projects, budgets, or docs with the whole group
View and manage different teams' responsibilities in Resourcing
Analyze teams' availability, capacity, and financial data in Reports
Plan Availability
Teams are available on the following plans:
Essential: Not included
Professional: Up to 5 teams
Ultimate: Up to 20 teams
The Teams used indicator at the top of Settings > Teams shows how many teams you've used and how many remain in your plan.
Who Can View and Manage Teams
Two permissions in the Teams section of a permission set control access to teams:
View teams: See the list of teams and who is in each team, and use teams in sharing options and filters
Add, edit, and delete teams, manage team members: Create, edit, and delete teams, and add or remove members
By default, View teams is turned on for almost all permission sets, including client and contractor sets. Only the Admin permission set has Add, edit, and delete teams, manage team members turned on.
Without View teams, Settings > Teams is not available. Teams also don't appear as options when sharing a project, Doc, or deal, or in team filters and grouping.
đ Learn more about customizing permission sets.
Creating and Managing Teams
Creating a Team
To create a team:
Go to Settings > Teams.
Click + Create team.
Enter a name for your team and save.
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Opening a Team Window
Click a team to open its window. It slides in from the right with the team name, avatar, and member count above four tabs: Members, Time, Planning, and Activity.
Click the expand icon in the header to switch between docked and full screen view. Productive remembers your choice. Click X to close the window.
đ Learn how to use the tabs in Using the Team Window.
Editing a Team
To edit a team, open it and:
Click the team name to change it
Click the team avatar to change its color
Adding and Removing Members
To add members to a team:
Click the team you want to add members to.
In the Members tab, click + Add member.
Search for the person you want to add and select them.
To remove a member, click the bin icon in their row.
One person can belong to multiple teams, and clients and contractors can be team members.
đ When you add a person to a team, all objects the team can access (budgets, dashboards, projects, docs, task views) are automatically shared with them.
Viewing a Person's Teams
To see which teams a person belongs to, open the Info tab in their profile (in Resourcing > Employees for employees and contractors, CRM > Contacts for clients, or Settings > Users).
đ A person's teams on their profile don't depend on the View teams permission. You always see your own teams, and you see other people's teams if you have the View employees and contractors permission. Without Add, edit, and delete teams, manage team members, the team tags are read-only.
Deleting a Team
To delete a team, click the bin icon in its row in Settings > Teams, or in the window header, and confirm. Deleting a team removes the group, not the people in it.
The team is also removed from every budget, project, task view, dashboard, and Doc it was shared with, so its members lose access to those objects, in line with their permissions.
Teams and Sharing
Using Teams as Fields and Filters
You can use teams as a field in various overviews and as filters in different modules.
User Overview: Add Teams as a field in Resourcing > Employees or Settings > Users
Resource Planner: Use team filters to focus on specific groups
Reports: Filter by team. In the People data source report, you can analyze individuals by team. In all other reports, add Teams as a relationship field
