Team

What is a Team?

A Team is a space that you populate with projects and work on them with other Team members.

Usually, you want to create a Team for your company, department, or a team. Once you set up a Team, you want to invite everyone you work with to be a part of this Team to share projects, add tasks, and get things done together.

How to set up a new team account

It’s very easy. Go to our Nozbe website and tap on the “Sign up for free” button. Type in your email address and confirm. After email verification, you will be able to set up a password to your account. Once done, provide your name and, optionally, upload your avatar. If you want to work in a team, provide a team name. You can also upload a team avatar. In the next step, you can invite people to your new team.

You can also use the “Sign in with Google” or “Sign in with Apple” options to create an account using your Google account or Apple ID.

How to Invite New Team Members?

Once you create a team, you become its owner. As a team owner, you can invite new users to your team in Nozbe. There are three ways to do that.

Inviting team members via email

To add a person to your team, go to the “Team members” section in the main menu, then hit the “+” icon. Enter the email address and tap on “Invite”. This person will receive an email invitation to your team.

Inviting team members via link with code

You can also generate a unique invite link and send it to the people you want to invite.

To do this, you need to activate inviting team members via code first. Go to the “Team members” section in the app’s main panel, then hit the “+” icon. In the “By link” tab, choose “Generate code”. The link will be automatically copied.

You can now send the link to the people you want to invite.

Please note that if a new team member used a code to join your team, you have to confirm their invitation status in your app. You can find all pending invitations in the app’s main panel.

You can disable the code at any time by choosing Team members from the app’s main panel > “+” icon > By link > “Deactivate code” button.

Inviting team members when setting up your team

You can also invite other team members when setting up your team. If you chose to use Nozbe for work, you’ll be able to invite your teammates using their email addresses in one of the steps.

If you add new team members on your mobile phone, you can select contacts directly from your address book.

What happens when you invite someone to your team?

If the people you invited don’t have accounts in Nozbe yet, they can sign up to create a new account and join the team using the invitation link from the email they received or using the link with code you sent to them.

If they do have accounts in Nozbe already, they can:

• accept the invitation directly in their Nozbe app (if the invitation was sent to the same address they used to sign up for Nozbe),
• follow the team invitation link from the email they received and log in to their existing account to join the team,
• paste the unique invitation code you sent them in their app to join the team. It can be done by hitting “Manage” on the teams panel, then choosing “Join Team”. Here they can paste the code and confirm to send you a request to join your team.

New users will automatically have access to all team projects, with the exception of limited access projects.

Please remember that the invitation expires after seven days.

How to Remove a Person from My Team?

You can always remove someone from your team.

Go to the “Team members” view, choose the person by clicking their name, and then get to their details using the three dots visible next to their name. You will see a “Remove from team” option there. In the next window, tap on “Remove” to confirm your choice.

A user that is removed from a team, but belongs to another team, will lose an access to the whole team he was removed from, including the private projects. However, it won’t have any influence on projects the user shares in other teams.

If the user doesn’t belong to any other team, he will also lose access to the whole team, including the private projects. However, as a result, a new (empty) Free team will be created for them. This way, the removed user can sign in and join other teams.

How to Manage Your Team

In the “Team members” section, choose a person, and open their details. There, you’ll see various options:

1. Promote to admin (or Remove admin status) - you see here the current role of this person in your team, and you can promote the selected user to an additional team admin or demote the team admin to a team user again

2. Remove from team - you can remove somebody from your team.

3. Groups - check which groups the user belongs to

4. Favorite - mark the user as your favorite team member. Once you do it, the user will be displayed in the “Favorites” section in the left panel

5. Show all completed - you can view all the tasks completed by that person

6. Select tasks - you can select a few tasks at once and add some changes to them

7. Copy task list link - you can copy a link to that user’s task list

8. Export to CSV - export the user’s task list to a CSV file

If the user hasn’t activated the account yet, you can additionally set their name and description. That way, other team members know who they are even before joining the team.

What Can Team Owner and Team Admins Do?

Team owner and team admins are unique team roles that have special privileges.

Team owner

Team owner is a person who creates a team and invites other people to it.

Only team owner can:

• purchase and extend the team’s plan,
• change the team’s plan,
• turn off auto-renewal to cancel a subscription.

Team owner also has the same privileges as team admins.

Team admin

Team owner can promote chosen team members to team admins.

Team admins can:

• invite, accept or remove team members,
• share joint projects with other teams and accept joint project invitations,
• change access to projects from open to a limited access one and the other way around
• change suggested colors in projects,
• add or remove user groups,
• add or remove public project groups,
• promote other team members to admins and demote them,
• change the team’s name.

Team admins cannot remove the team owner from a team, or transfer the team ownership to different person. However, if a team owner leaves the team, a team admin will automatically become the new team owner.

Grouping Team Members

As a team owner or admin, you can also manage your team members and divide them into various groups. It is a valuable feature that helps you manage your team. Please note that such groups are public, and creating a private group of team members isn’t possible.

If you want to create a new group, open the “Team members” section in the left panel. Now tap on the “Groups” button -> “Create new group.” You need to type the group’s name in the new window and select the members you want to add. All is left to do is click on the “Create” button.

Even if the group is created, you can always change its members, rename it or delete it when you don’t need it anymore.

Hint: when you have a group of team members, you can mention it in the comment. That way, every member of that group will receive a notification. That’s useful, isn’t it?

One member can belong to several groups. So you can create any group you need and add your team members accordingly.

Team Settings

Hit the gear icon and choose “Team settings” to upload or remove your team’s avatar, change the team’s name, or see who is the current team owner.

Multiple Teams

In Nozbe, you can own or join more than one team. You can cooperate with various companies, work with another organization or an agency, or need a distinct space for your personal and family stuff. Having more than one team helps you organize your work better and separate your work from personal commitments.

How to Create Another Team

Hit the “Manage” button located under your current team avatar on the left side. Here, you can choose either to create a new team or join an existing one. You can also create a Personal Space. Once you make a decision, follow the simple instructions.

Note that your request to join another team needs to be accepted by its owner or admin.

How to Remove One of Your Teams

If you want to delete or leave one of your teams, go to the “Team members” view and tap your name. Now tap the three dots button next to your name and choose “Leave team”:

How Many Teams Can You Have?

You can have one free team. If you want to create another one, it will be automatically changed to a trial team valid for seven days. Once trial expires, you will have to decide whether to purchase a Premium plan or remove one of your teams. If you don’t do that, a synchronization error will occur and you won’t be able to access the expired team.

You can have as many Premium teams as you need, but remember that every team means a separate subscription.

You can also join as many teams as you want. It doesn’t matter if they are free or Premium.

Closing Account or Leaving a Team as an Owner

Leaving a team as its owner will transfer the ownership to the team admin or any team member if there are no admins.