Intro to Teamspaces

Video Placeholder Duration: 5-7 minutes Topics covered: What are teamspaces, creating teams, team-centric work view, permissions

---

What are Teamspaces?

Teamspaces let you organize work by team rather than by project. They mirror your real-world team structure and consolidate each team's work across multiple projects into one unified view.

Instead of asking "What's happening in Project X?" you can ask "What's my team working on?"

---

Project View vs Team View

Teamspaces provide the team-centric view.

---

Enabling Teamspaces

Teamspaces are a Pro-tier feature:

1. Go to Workspace Settings
2. Select the Teamspaces tab
3. Toggle Enable Teamspaces

Important: Once enabled, this setting is permanent.

---

Creating a Teamspace

Navigate to Teamspaces

1. Find Teamspaces in the workspace sidebar
2. Click Create Teamspace or New Team

Team Details

Field	Description
Team Name	e.g., "Engineering", "Design", "Marketing"
Team Lead	Person responsible for the team
Members	Team members from your workspace
Description	Optional context about the team

---

Teamspace Features

Each Teamspace provides:

Work Items View

See all work items assigned to team members:

• Filtered automatically by team membership
• Across all projects
• Unified task list

Cycles View

Team-specific cycle management:

• Consolidated timeline across projects
• Team sprint planning

Views

Custom filtered views for the team:

• Shared team perspectives
• Team-specific filters

Pages

Team documentation hub:

• Team processes
• Meeting notes
• Shared knowledge

---

How Teamspaces Work

Automatic Filtering

When you open a Teamspace, you see:

• Work items assigned to team members
• Progress on team's tasks
• Blockers affecting the team

Cross-Project Visibility

Teams often work across projects:

Engineering Team Teamspace shows:
├── Work from Mobile App project
├── Work from Web Platform project
├── Work from Backend Services project
└── Work from Infrastructure project

---

Team Progress Tracking

Workload Overview

See how work is distributed:

• Items per team member
• Overdue items
• Completion rates

Dependencies View

Identify blockers:

• What's blocking team members
• What the team is blocking

Statistics

Treemap visualization:

• Work distribution across projects
• Focus areas

---

Permissions and Access

Automatic Access

Teamspace membership grants Member access to linked projects.

Permission Hierarchy

When a user has multiple roles:

• Highest permission level applies
• Project Admin > Teamspace Member
• Direct project roles preserved

Unlinking Teams

When a Teamspace is unlinked from a project:

• Only teamspace-based access removed
• Direct project roles preserved

---

Managing Teamspaces

Adding Members

1. Open the Teamspace
2. Go to Members section
3. Click Add Member
4. Select workspace members

Removing Members

1. Find member in list
2. Click Remove
3. Confirm removal

Linking Projects

1. Open Teamspace settings
2. Go to Projects section
3. Link relevant projects
4. Team gains access to those projects

---

Teamspace vs Project

Aspect	Teamspace	Project
Organizes by	People	Work
Focus	Team's activities	Product/initiative
Membership	Team members	Project contributors
Best for	Team coordination	Deliverable tracking

Use both together:

• Projects for organizing deliverables
• Teamspaces for team coordination

---

Best Practices

Mirror Your Org Structure

Create Teamspaces that match your actual teams:

• Engineering
• Design
• Product
• Marketing
• Support

Clear Team Leads

Assign leads who:

• Manage team workload
• Run team ceremonies
• Report on team progress

Regular Team Views

Use Teamspaces for:

• Daily standups
• Sprint planning
• Team retrospectives

Don't Duplicate

Avoid creating overlapping teams:

• One person per primary team
• Use project access for cross-functional work

---

Teamspace Example

Engineering Team
├── Lead: Alice (Engineering Manager)
├── Members: Bob, Carol, Dave, Eve
├── Linked Projects:
│   ├── Mobile App
│   ├── Web Platform
│   └── Backend Services
│
├── Current Work:
│   ├── 12 items in progress
│   ├── 5 items blocked
│   └── 23 items in backlog
│
└── This Week:
    ├── Completed: 8 items
    └── Velocity: 34 points

---

Key Takeaways

• Teamspaces organize work by team instead of project
• Enable in Workspace Settings (Pro tier, permanent once enabled)
• See all team work across multiple projects in one view
• Automatic filtering by team membership
• Members gain access to linked projects
• Use for standups, planning, and team coordination
• Complement projects, don't replace them

---

Next Steps

Automate your sprint planning with Cycle Automation.

Next Lesson: Intro to Cycle Automation