At the bottom of the header you will find tabs, which will guide you through the different parts of the team. Their contents will be displayed in the main part of the screen. The display of bookmarks depends on your permissions settings and your team membership type.
The following bookmarks are available in the team:
- Subteams
- Tasks - This tab displays the tasks created in the team. As with projects, you can switch between different views of tasks in teams:
- Task list
- Kanban States - This view contains all the tasks that have been mirrored to the team.
- Kanban Sections - This view is available if the team has the use of sections setting enabled.
- Gantt
- Planning - A detailed description of each view can be found at this link.
- Tasks to react - This shows the tasks that are in the "Waiting for response" status for that team.
- Meetings - There is a separate section dedicated to meetings, which can be found at this link.
- Documents - This part of the team is dedicated to storing documents. Here you can create a directory structure and insert documents into it. On this tab, you create:
- Folders - When you create folders, you define display and write permissions.
- The following options are available:
- All - All team members have the right.
- Internal - All internal team members have the right.
- Selected - Only selected members have the right.
- Documents - When inserting documents, you define the privacy of the document and the rights to the document are governed by the folder rights.
- Options are available above each document and are called up by clicking the three dots icon on the right side of the document tab.
- The following options are available:
- Open
- Download
- Rename document (enabled only for the author of the attachment)
- Duplicate document
- Cancel document
- Archive document
- Timesheets - Here you can find timesheets created over a team, task or meeting. There is a left panel that can be used to filter the list of work statements in different ways. This tab is available to all team members.
- About Team - This tab includes two units whose visibility depends on the type of user and provides users with information about the team. They are:
- Information - Only internal users can see this section.
- This is the left panel that provides basic team properties:
- Team Manager
- Description - The description of the team as defined in the team settings.
- Members - This is where you can see all team members.
- A user with administrator privileges can directly manage these members.
- This section is always visible to internal users and only visible to external users if team visibility is set to "Members only".
- Activities - Team activities chronologically include all changes that have occurred in the team.
- This record is particularly useful when looking for information from the past.
- This section is only visible to internal users.
