--- title: Teams id: settings.teams description: "Group members into teams under a manager, each with a page, a members card and an audit history." lastUpdated: 2026-10-16 order: 60 --- ## What it does Teams lists every team in your organisation. | Column | What it shows | | --- | --- | | Name | The team's name | | Manager | The member who manages the team, if any | | Created At, Created By | When the team was made, and who made it | | Updated At, Updated By | When it last changed, and who changed it | Updated At and Updated By start hidden. Turn them on from Columns and Sort. Create Team opens a form with a Name and a Manager. The Manager is one of the organisation's members, or the No manager option. A team's page repeats those details and adds a Members card. Add Members opens a panel listing everyone not already in the team, with a checkbox each and a count of how many you have ticked. Selecting a member's row opens their member page. Ticked rows bring up a bar at the top of the list. [Work boards and tasks](/docs/boards/overview.md) covers ticking rows. On the Members card, the bar offers Remove from Team. The header of a team page has Edit, and a More Actions menu with View Audit History, View Bulk Activity and Delete. Tick rows to delete several teams at once, as [Bulk actions on settings lists](/docs/settings/bulk-actions.md) describes. The Actions menu holds Import and Export, which [Importing and exporting taxes, units and teams](/docs/settings/import-export.md) covers. The view list at the left of the list's toolbar holds your saved views under Yours. It reads All until you search, sort or change the columns, then Custom. All, under Built In, puts the list back as it first opened. Views shared with everyone in your organisation are under Shared, with a people icon. On this list, a saved view keeps the search, sort and columns it was saved with. [Work boards and tasks](/docs/boards/overview.md) covers saved views and selecting rows. ## Before you start Reading the list is open to every member. Create Team and Delete need administrator or above. An administrator can edit any team. A team's manager can edit it once their organisation role reaches team leader. A plain member can be made manager, and a manager below team leader sees the team without an Edit button. A team's Name can be up to 100 characters. A team's name can't match another team's name, even where only the capitals differ. Removing someone from a team does not remove them from the organisation. Deleting a team asks you to confirm first. You cannot undo it. You can keep up to 50 saved views of your own on each list. ## How to use it 1. Open Settings, then Teams under Organisation. 2. Select Create Team. 3. Enter a Name, and pick a Manager if you have one in mind. 4. Select Create. 5. On the team's page, select Add Members, tick the people to add, and select Add. To save a view of your own: 1. Search, sort and choose the columns the way you want them. 2. Open the view list at the left of the toolbar, then select Save As New View. 3. Enter a name for the view and select Save. ## Troubleshooting Create Team can save a team whose manager could not be added as a member. It then says "The team was saved, but its manager could not be added to its members. Add them on the team's page." It offers Open Team, which goes to the saved team. Select Add Members there to add the manager. ## Related - [Members and invitations](/docs/settings/members.md): See everyone in your organisation, invite people with a role, reassign roles and revoke access. - [General organisation settings](/docs/settings/organisation-general.md): Set your organisation's name, logo, currency, country, timezone, business type and email signature, and switch Hermes, achievements and quests. - [Audit history on a record](/docs/account/audit-history.md): Read a record's audit page, the dated list of what changed on it and by whom, with the value before and after each change. - [Bulk actions on settings lists](/docs/settings/bulk-actions.md): Tick several taxes, units, teams, team members, members or invitations, then delete, remove, reassign or resend them after a check of which ones will change. - [Importing and exporting taxes, units and teams](/docs/settings/import-export.md): Download your taxes, units or teams as a CSV file, and import a file to create or update them by name. ## Changes - [Bulk actions on settings lists](/changelog/2026-10-16#2026-10-16-bulk-actions-on-settings-lists) - 2026-10-16 - [Bulk Activity for one record](/changelog/2026-10-16#2026-10-16-bulk-activity-for-one-record) - 2026-10-16 - [Confirming a delete](/changelog/2026-10-16#2026-10-16-confirming-a-delete) - 2026-10-16 - [Field lengths and tag limits](/changelog/2026-10-16#2026-10-16-field-lengths-and-tag-limits) - 2026-10-16 - [Importing and exporting taxes, units and teams](/changelog/2026-10-16#2026-10-16-importing-and-exporting-taxes-units-and-teams) - 2026-10-16 - [Lists open where you left them](/changelog/2026-10-16#2026-10-16-lists-open-where-you-left-them) - 2026-10-16 - [Opening a team saved without its manager](/changelog/2026-10-16#2026-10-16-opening-a-team-saved-without-its-manager) - 2026-10-16 - [Saved views](/changelog/2026-10-16#2026-10-16-saved-views) - 2026-10-16 - [Search, filters, columns and sort](/changelog/2026-10-16#2026-10-16-search-filters-columns-and-sort) - 2026-10-16 - [Tags, option names and team names](/changelog/2026-10-16#2026-10-16-tags-options-and-team-names) - 2026-10-16 - [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30 - [Reassigning roles on the Members page](/changelog/2026-09-30#2026-09-30-members-and-invitations) - 2026-09-30