Teams and Groups are a feature of the Advanced Plan that allow you to organize your Staff members within ProWorkflow and can be used to divide work views and report on work at a team or group level. If you are on our Professional Plan, and would like to talk to us about switching to the Advanced Plan, please reach out to Support and we'll be happy to help.
Creating and Managing Teams and Groups
To create and manage your Teams and Groups, navigate to the "Org Chart" section of your Staff page:
To create a new Group or Team, just hover below the name of your company to click "+ New Team" or below an existing Team to click "+ New Group":
To edit, delete, or reorder an existing Team or Group, hover over the name of the Team/Group and click the edit pencil icon to edit them, the trash can icon to delete them, or the reordering button (
) to reorder them.
To add Staff members to an existing Group, just click and drag their name from either the Staff List or the Group that you wish to move them from, to the Group that you wish to move them to.
Applications of Teams and Groups
View Permissions: When editing Roles & Permissions, one Permission that you can toggle on is "View my Team's Work":
This will allow Team members to view work that is assigned to other members of their Team.
Reporting: To report on your Group or Team, use the filtering option in Reports:
Filtering: On your Projects list page, you can choose to filter the list by Team/Group:
