Teams - Team basics

Modified on Fri, 19 Jul at 2:06 PM

Teams are subsets of people in your organization who collaborate on projects with each other. Each team has its own members, team admins, projects, messages, and calendar.

Users who join an organization are not automatically added to teams within that organization; each person must create or join teams within the organization.

An organization member can belong to multiple teams simultaneously.

Finding teams

If you're a member of an organization, you will find two lists of its teams in the sidebar. The first is the teams you are a member of, and the second is teams you can browse and join or request to join.

If you are a member with access only to a specific project in an organization, your sidebar will contain a list of the teams you can access. Members with access to a particular project cannot see any other teams in the organization.

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From the sidebar, you can:

  1. View teams you're a member of and access your team’s page
  2. Create a new team
  3. Browse and join other teams in the organization
  4. You can also create a team using the quick add button

If you do not see teams in the sidebar, this may mean you are in a workspace. Learn how to create an organization.

Team page

The team page is a central location where you can access all your team's work. There are three tabs on the team page: Overview, Messages, and Calendar.

Overview

overview

From the Overview tab, you can:

  1. View the team description
  2. View the member list and manage members
  3. Access the projects in the team and create a new project
  4. Access your project’s templates and create a new template

Messages

Use messages to share team-wide announcements, celebrate major accomplishments, or talk about multiple projects at a time.

messages

From the Messages tab, you can:

  1. Send a new message to members
  2. View previous messages

Calendar

Team calendars display tasks from all of your team's projects. They are a great way to stay informed on what your team is working on for the days and weeks ahead.

calendar

From the Calendar tab, you can:

  1. Click the drop-down arrow to view another month or year
  2. Click Today to go back to viewing the current week and month
  3. Click the Weekends icon to turn on and off weekends on the calendar

Team calendars are read-only, and tasks cannot be added to them. Add tasks to a project to make them appear in the team's calendar.

Create a team

Create a new team to begin collaborating with your colleagues in an organization.

You can do this from your admin console, sidebar, or quick add button.

Create a team via the admin console

To create a team via the admin console:

  1. From your admin console, navigate to Teams on the sidebar
  2. Click on the Create team button in the top-right corner
  3. A Create new team popup window will ask you to add your team’s name
  4. You can then add a description for your team
  5. Add members
  6. Choose the team's privacy settings
  7. Click Create team

Invite multiple people to a team at once by copying email addresses from a CSV file and pasting into the invite window.

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To create a team via the quick add button:

  1. Click on the quick add button in the top-left of your screen
  2. Select Team

Fill out all the fields in the pop-up window and click Create Team

When you create a team, you will automatically be made into the team admin for that team. After creating the team, you can always adjust the team's permission setting via the team settings.

Join a team

You can search for other teams in your organization using the search bar and request to join one if you want to access the team's projects and collaborate with other team members.

You can also get an invite to a team via an email or a shareable link that gives you access to the team.

After requesting to join a team, an existing team member will need to approve your request. For public teams, you will be automatically added without approval.

By default, all current team members will receive an email notification for requests to join the team, and any member can click through to approve. However, a team admin can limit these email notifications to only go to team admins.

approve membership requests

To approve team membership requests:

Click on the three dot icon next to the team's name and select Approve Pending Members.

approve or deny

From the Member Requests window, you can select Approve or Deny next to any person's name.

Organization guests cannot browse for other teams they're not a member of.

Team settings

Access your team's settings to change your team’s name, adjust the permissions, manage team members, change approval notifications, or delete the team.

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To access a team's settings:

  1. Click the team name in the sidebar to open the team page
  2. On the team page, click the drop down arrow beside the team's name
  3. Select Edit team settings

Only team members can access the team settings.

The team settings window has 3 tabs:

  • General
  • Members
  • Advanced

General

Settings - Overlay (9).png

From the General tab, you can:

  1. Change the team's name
  2. Modify the team's privacy settings

Members

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From the Members tab, you can:

  • View a list of all members and members with access to specific projects in the team
  • Hover over names to remove other members or yourself from the team
  • Grant full team access to members who currently only have access to specific projects in the team
  • Invite new members to the team

As a team member, you can:

A team admin can restrict some of these team member abilities. Learn more about team admin controls here.

When members are removed from a team in an organization they will still have access to their assigned tasks. Only when they are removed from the organization are their tasks put into a project for the admin.

Advanced

advanced tab

From the Advanced tab, you can:

  1. Manage the team’s editing and membership controls (team admins only)
  2. Activate the Harvest integration
  3. Delete the team

If the team you want to delete is part of a division, it must be removed from the division before it can be deleted.

If a team is deleted, every team member will receive an email notification of the deletion. The person who deleted it will receive a link to recover the team.

If you're using Asana Goals, please ensure that any goals assigned to the team are reassigned to another appropriate team before deleting the team. This will allow you to filter the goals using the newly assigned team for easier navigation.

Deleting a team will remove all of its projects, including those with varying privacy settings, such as private to members, which might not be visible to you. 

Move project to another team

You can only move a project to teams you're a member of.

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To move a project to another team:

  1. Click the drop-down arrow
  2. Click Edit project details
  3. In Select a team type the name of the destination team

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