Teams

The Teams module allows you to organize your workspace into structured groups, assign leads, manage members, and visualize everything using the built-in Org Chart.
Teams help you mirror your company’s internal hierarchy for better collaboration, permissions, and reporting.

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Overview

The Teams management page provides two views:

• Table View – A simple list of all teams, including department, team lead, and members
• Org Chart View – A visual representation of the team hierarchy and reporting structure

You can switch between these views at any time from the top toolbar.

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Table View

The Table View lists all teams with the following information:

• Team Name
• Department
• Team Lead
• Members Count
• Actions (Edit & Delete)

A Create Team button is available to add new teams.

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Creating a Team

Click Create Team to open the team creation modal.

Required Fields

Optional Fields

Steps to Create a Team

1. Click Create Team
2. Enter the Team Name
3. Add a Description (optional)
4. Select a Department
5. Choose the Team Lead
6. Add Team Members if needed
7. Click Create Team

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Editing a Team

Click the edit icon next to any team to update its details.

You can modify:

• Team name
• Description
• Department
• Team Lead
• Team Members

After making changes, click Update Team.

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Deleting a Team

To delete a team:

1. Click the trash icon
2. Confirm the deletion in the popup

Note: Deleting a team does not remove the users themselves — only the team grouping.

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Org Chart View

The Org Chart View provides a visual map of your workspace structure including:

• Team hierarchy
• Department grouping
• Reporting lines (Team Lead → Members)

You can:

• Zoom in/out
• Expand/collapse nodes
• Switch between horizontal & vertical view
• Hide or show the minimap

This view is ideal for understanding reporting structures at a glance.

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Features of the Org Chart View

1. Visual Navigation

Use the toolbar to:

• Zoom in/out
• Reset the view
• Switch orientation
• Toggle the minimap

2. Clickable Nodes

Each node (team, department, or member) is interactive and can be explored.

3. Real-Time Updates

All changes to teams instantly reflect in the Org Chart.

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Best Practices

• Use Departments to group teams logically
• Assign a single Team Lead per team for clarity
• Keep descriptions meaningful
• Use the Org Chart regularly to verify structural accuracy

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Summary

The Teams module helps you:

• Organize workspace teams
• Assign Team Leads
• Manage members
• Visualize hierarchy using the Org Chart

Maintaining accurate team structures leads to better organization, collaboration, and productivity.