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Team & Settings

Teams

Group members into teams for assignments and permissions

Teams are groups of workspace members. Assign a whole team to a project, route notifications to a team channel, or filter reports by team.

Creating a Team

  1. Go to Settings → Teams
  2. Click Create Team and give it a name
  3. Add members

What Teams Can Do

  • Project assignment - Assign a team to a project in one click
  • Task routing - Auto-assign new tasks to a team
  • Reporting - Filter time and utilization by team
  • Permissions - Grant access to specific accounts or projects

Team vs. Member Roles

Team membership is about grouping; Roles & Permissions control what each member can do. You can be on multiple teams with the same role.

Plan Availability

Teams are a Pro+ feature. See Plans & Pricing.