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Organizing people into teams

How to create teams, add teammates to them, and assign teams to projects in Examply.

Teams group teammates who work together, like Design or Client Services, so you can assign projects to the right group and see who's on each one at a glance. Teams sit between your workspace and your projects — they don't change anyone's role or permissions.

This article covers creating a team, adding people to it, and assigning teams to projects.

A team gathered around a laptop planning their work

Create a team

  1. Open workspace settings and go to Teams.

  2. Click New team.

  3. Name the team, for example Design or Client Services.

  4. Click Create.

A new team starts empty. You can rename or delete a team later from the same Teams page without affecting the teammates or projects already linked to it.

Add teammates to a team

  1. Open the team from the Teams page.

  2. Click Add people.

  3. Select one or more teammates and click Add.

A teammate can belong to more than one team. For example, Priya might sit on both Design and Client Services if she works across both.

Remove a teammate from a team

  1. Open the team from the Teams page.

  2. Find the teammate in the list and click Remove.

Removing someone from a team doesn't remove them from the workspace or from any project they're already working on — it only stops them from being counted under that team for reporting.

Assign a team to a project

  1. Open the project and click Settings.

  2. Under Team, select the team responsible for the project.

  3. Click Save.

Assigning a team to a project doesn't automatically add every team member as a project collaborator — it's mainly for grouping and reporting. Add individual teammates to the project separately if they need to see or work on its tasks.

Note: Only Owners and Admins can create, rename, or delete teams. Members can view the teams they belong to but can't manage them.


Tips

  • Mirror your teams after how your company is actually organized — a Design team and an Engineering team, for instance — rather than creating a team per project.

  • Use team names consistently across projects so reporting stays easy to scan later.

  • If a project spans two teams, such as Design and Client Services working on the same launch, assign the team that owns the delivery and add the other team's members as individual project collaborators instead.

Well-organized teams make it easier to spot who's overloaded and who has room for more work, especially once you're managing several active projects at the same time.

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