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Teams are the foundation of collaborative task management. A team brings together members who work on shared projects and tasks. Follow this guide to create your first team.

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Creating a New Team

1

Access the Team Creation Screen

From your main dashboard, tap the floating Add button (the circular black button with a plus icon) at the bottom center of the screen. This will open the team creation interface.
2

Enter Team Name

In the Team Name field, enter a descriptive name for your team. This could be your project name, department, or any identifier that makes sense for your group.The team name will be visible to all team members and appears on the main dashboard.
3

Add Project Description

Fill in the Project Description field to provide context about your team’s purpose or goals. This helps team members understand the team’s objectives at a glance.
Keep descriptions concise but informative. A good description answers: What is this team working on?
4

Choose a Team Color

Select a color for your team from the color palette. The app offers 20 distinct colors to help you visually distinguish between different teams.Available colors include:
  • Blues (light blue, sky blue, navy)
  • Greens (mint green, pastel green)
  • Pinks (soft pink, rose, coral)
  • Yellows (cream, light yellow)
  • Purples (lavender, lilac)
Tap any color circle to select it. A checkmark will appear on your selected color. The team card on your dashboard will display this color.
5

Add Initial Team Members

Use the Add Members search field to find and add team members:
  1. Type a team member’s name in the search field
  2. The app will search your organization’s user directory in real-time
  3. Tap on a user from the search results to add them to the team
  4. Added members appear in the “Selected Members” section below
You are automatically added as a team member and team creator when you create a new team.
6

Review and Create

Before finalizing, review your team settings:
  • Team name
  • Project description
  • Selected color
  • List of members
When everything looks correct, tap the green Add button at the bottom to create your team.

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Team Settings and Permissions

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Team Creator Privileges

As the team creator, you have special permissions:
  • Delete the team: Only the creator can permanently delete a team
  • Full member management: Add or manage team members
  • Team visibility: Your team appears on your dashboard alongside teams where you’re a member

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Team Member Access

All team members (including the creator) can:
  • View all team tasks
  • Create new tasks for the team
  • Edit and update tasks assigned to them
  • Add new members to the team
  • View team description and details

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Best Practices for Team Creation

Choose clear, descriptive team names that:
  • Reflect the project or department
  • Are easy to search and identify
  • Avoid special characters or emojis
  • Keep it under 30 characters for better display
Examples:
  • “Marketing Q1 Campaign”
  • “Product Development Team”
  • “Customer Support”
Use colors strategically to organize your teams:
  • Blues: Operations and regular projects
  • Greens: Completed or stable projects
  • Yellows: High-priority or urgent teams
  • Pinks/Reds: Creative or design teams
  • Purples: Strategy or planning teams
For optimal collaboration:
  • Small teams (3-5 members): Best for focused projects
  • Medium teams (6-10 members): Suitable for department work
  • Large teams (10+ members): Consider breaking into sub-teams
All team members can view and collaborate on team tasks.

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What Happens After Team Creation

Once you create a team:
  1. Dashboard Display: The team appears as a colored card on your main dashboard
  2. Member Notifications: Added members can immediately see the team in their dashboard
  3. Task Creation: You can start creating tasks for the team right away
  4. Team Management: Tap “View” on any team card to access team details and tasks
After creating your team, add your first task to get started! Team members can begin collaborating immediately.

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Troubleshooting

Can’t find a user when searching?
  • Ensure they have registered in the app
  • Check spelling of their name
  • Try searching by their email address
Missing required fields error?
  • Both team name and project description are required
  • You must fill in all fields before creating the team
Team not appearing on dashboard?
  • Pull down to refresh your dashboard
  • Verify you’re logged in with the correct account

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