Edit an Item's Team

Decide who should work on an Item.

An Item's Team is a group of users with designated Team Roles who collaborate together on that Item. For a full guide to Teams, check out this support article.

Who can edit an Item's Team?

Only the following people can edit an Item's Team:

  • Only the Item's Assigner or someone with the "Assign" permission for Items in the its Location(s) can edit the Responsible Person or Assigner.
  • Any other Team Role can be edited by anyone on the Item's Team except for Followers or Participants, or by anyone with the "Edit" or "Assign" permission for Items in its Location(s).

Two Line OfieFor more information on Team Roles (like Authors, Facilitators, Participants, and more!) check out this article.

Edit the Item's Team

An Item's entire Team can be edited in two ways:

You can also just edit a single Team Role.

Edit the Team using the Actions button

Open the Item with which you want to work, then:

  • Click Actions in the top right corner of the page.

An Item work panel with an arrow pointing to the Actions button

  • Click Edit Team in the resulting drop-down menu and the Item's "Edit Team" window will open. All available Team Roles and Locations — as determined by the Item's Team Type and the status — will be included in this window, along with all users and Locations that currently fill those positions.
    • Use each Team Role and Location field to search for the people and Locations you want to add or delete existing people and Locations as necessary. You can add as many people as necessary to each Team Role, with two exceptions: there can only be one Responsible Person and one Assigner.
    • Click Save to update the Team.

Edit the Team via the Team Panel

Open the Item with which you want to work, then:

  • Hover over the panel containing the Team information and click the pencil icon that appears in the top right corner. The Item's "Edit Team" window will open. All available Team Roles and Locations — as determined by the Item's Team Type and the status — will be included in this window, along with all users and Locations that currently fill those positions.

An Item work panel with an arrow pointing to the pencil icon on a Team panel

    • Use each Team Role and Location field to search for the people and Locations you want to add or delete existing people and Locations as necessary. You can add as many people as necessary to each Team Role, with two exceptions: there can only be one Responsible Person and one Assigner.
    • Click Save to update the Team.

Edit a single Team Role

  • Hover over the Team Role you want to edit and, when it turns gray, click it. This will open a pop-up in which that element can be edited.

An Item work panel with an arrow pointing to where to click to use inline editing on a Team Role

    • Use the Team Role field to search for the person or people you want to add or delete existing people as necessary. You can add as many people as necessary to each Team Role, with two exceptions: there can only be one Responsible Person and one Assigner.
    • Click Save to update the Team.

Two Line OfieBe sure not to hover over a person's name, or else their profile will open when you click. You should be hovering over and clicking on the name of the Team Role itself.