Help Center

Team & people

Roster, invites, work hours, and scheduled calls.

Team vs Tasks "team"

The Team nav item (/team) is your people hub: roster, PTO, calls, invites. A team on the Tasks page is a workstream with a kanban board. Same word, different concepts. See Getting started.

Roster

Team lists everyone in the workspace with org role, timezone, and work hours. Before pinging someone in another region, check their hours on their profile card. Status and avatar help you recognize teammates quickly.

Profile and work hours

Each person sets their own timezone and work hours under Settings → Profile. Accurate hours improve scheduling and reduce "why are you pinging me at midnight" friction. Optional personal Zoom or Meet room URLs pre-fill when someone books a call with you.

Invites and roles

Directors and Managers invite from Settings → Team or Team → Invite.

  1. Enter work email and choose org role (Member, Manager, or Director).
  2. Send invite; track pending invites and resend if links expire.
  3. After acceptance, adjust role or team membership as needed.

Removing someone should be coordinated with your Director. Access is revoked per workspace policy.

Manager-only fields

Emergency contacts and sensitive HR notes are visible to Managers and Directors only. Members cannot view others' emergency details. If you are a Member and need to update your own emergency contact, ask your manager where your org stores that process.

Scheduled calls

On Team → Calls (?tab=calls), book a 1:1 with a teammate.

  1. Pick date, time, and participant.
  2. Choose Google Meet or Zoom as the meeting provider; the saved room URL is attached to the call.
  3. The call appears on Today for both participants. See Integrations for how meeting URLs are saved.

Upcoming calls appear on Today so you do not miss them.

Teams (workstreams) vs org roster

Under Settings → Team, Directors also manage teams used for kanban boards and stale-task rules. Assign Team Leads per workstream for escalations. This is separate from org role, a Member can be Lead on Engineering while remaining a Member org-wide.

Exports (managers)

Managers can export a people CSV from Settings → Tools for audits or onboarding spreadsheets. Full org ZIP exports are Director-level.

Related articles

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