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Teams

Teams

Teams group the people who plan and deliver work together, while your workspace remains the shared place for membership, roles, and organization-wide controls.

Create and manage a team

  1. Open Settings and choose Teams.

  2. Select New Team. If your workspace has no teams yet, the button reads Create Team.

  3. Give the team a recognizable name and description.

  4. Add the workspace members who work with that team.

  5. Set a team handle, such as growth, so people can mention the team as @growth.

  6. Save the team.

The Helpin Teams settings page: the team table with Name, Handle, Members, Team Manager, Workflow and Docs Spaces columns, and the New Team button.
Settings > Teams with the New Team button and the team list

A team belongs to one workspace. Creating a team does not create a separate workspace or move your organization-wide controls.

Workspace-wide vs team-scoped settings

Scope

Where it is managed

What it covers

Workspace-wide

Settings for the workspace

Members, invitations, roles, and permissions; security, billing, audit, and integrations; optional PM defaults shared across teams

Team-scoped

Team Settings for one team

Team members and owners, the team handle, labels, workflows and statuses, automations, and the team's PM defaults

Workspace administrators and owners manage the shared governance settings. This keeps access and organization-wide rules consistent for everyone.

Choose the right place to make a change

  • Use workspace settings when a change should affect the whole workspace, such as inviting someone or changing their workspace role.

  • Use a team's settings when the change is about how that team plans, labels, or runs its work.

  • If you need access to a team, ask a workspace administrator or the team owner to add you.

  • Your workspace role still controls what you can do in PM.

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