Teams

Teams are the organizational foundation for task management in LMI. A team groups users together, owns workflows, and scopes task visibility. Teams allow you to organize work by department, project, or any other grouping that fits your business structure.

Overview

A team record contains:

• Basic information - Name, identifier, description
• Visual styling - Icon and color for easy identification
• Status - Active or inactive
• Members - Users assigned to the team with roles
• Workflows - Workflows owned by the team
• Tasks - Tasks scoped to the team

Accessing Teams

Navigate to Settings → Task Management → Teams from the sidebar.

Teams List

The Teams page displays all teams in a searchable, filterable table.

Table Columns

Column	Description
Team Name	Team name (click to edit team)
Color	Visual color swatch for the team
Icon	Team icon for visual identification
Identifier	Short code identifier (e.g., “ENG”, “SALES”)
Workflows	Count of workflows owned by the team
Members	Count of team members (click to view/manage)
Active	Status indicator (checkmark for active, X for inactive)

Tip

Click the Members count to quickly view and manage team membership without opening the full edit panel.

Search

Use the search box to find teams by name. The search performs partial matching.

Filtering

Click the Filters button to filter teams by status.

Filter	Description
Status	Active or Inactive teams
Team	Filter by specific team(s)

Saved Views

Save custom filter combinations for quick access to frequently used team lists.

Viewing Team Details

Click on a team name to open the edit panel, which shows team information and membership.

Team Information Tab

The Information tab displays:

• Team name and identifier
• Description
• Icon and color
• Active status

Team Members Tab

The Members tab shows all users assigned to the team:

• Member name and email
• Role badge (Admin/Member)
• Remove button to delete membership

Adding a New Team

1. Click the New Team button in the page header
2. Fill in the required fields (Name and Identifier)
3. Optionally add a description, select an icon, and choose a color
4. Click Save to create the team
5. After saving, switch to the Members tab to add team members

Note

The Members tab is disabled until the team is saved. Create the team first, then add members.

Editing a Team

Click on any team name to open the edit panel with two tabs: Information and Members.

Information Tab

Field	Required	Description
Team Name	Yes	Display name for the team
Identifier	Yes	Short unique code (e.g., “ENG”, “OPS”). Must be unique.
Description	No	Optional description of the team’s purpose
Icon	No	Visual icon from the icon library
Color	No	Hex color code for team styling
Status	No	Toggle active/inactive status

Icon Selector

Choose from a library of icons to visually identify your team.

Color Picker

Select a color to style the team’s visual elements throughout the interface.

Members Tab

Manage team membership from the Members tab.

Viewing Members

The members list shows:

• Member name and email
• Role badge indicating their permission level
• Search/filter functionality to find specific members

Adding Members

1. Click Add Members button
2. Search for users not already in the team
3. Select one or more users using checkboxes
4. Choose a role: Add as Member or Add as Admin
5. Members are added immediately

Tip

Use “Select All” to quickly add multiple users at once, then click the appropriate role button.

Removing Members

Click the remove button (X) next to any member to remove them from the team.

Member Roles

Role	Description
Admin	Full team management permissions
Member	Standard team member (default)
Viewer	Read-only access to team tasks

Team Relationships

Teams in LMI connect to many other entities:

Company
└── Teams
    ├── Team Members (user assignments with roles)
    │   └── Users
    ├── Workflows (team owns workflows)
    │   └── Statuses
    └── Tasks (scoped to team via workflow)
        ├── Task Types
        ├── Labels
        ├── Assignees (from team members)
        └── Linked Entities (customers, orders, etc.)

Workflows

Each team owns one or more workflows that define how tasks progress through statuses. When you create a task, it’s automatically scoped to the team that owns the selected workflow.

See Workflows for more details.

Tasks

Tasks are created within workflows and inherit the team scope. Only team members can be assigned to tasks within that team’s workflows.

See All Tasks for more details.

Task Types

Task types define categories of work and can specify default checklists. Task types are available across all teams.

See Task Types for more details.

Best Practices

Team Structure

• Organize teams around functional areas (e.g., “Engineering”, “Sales”, “Operations”)
• Keep team sizes manageable for effective collaboration
• Use clear, descriptive team names that reflect the team’s purpose
• Assign meaningful identifiers that are easy to remember (e.g., “ENG” for Engineering)

Identifier Conventions

• Use short, uppercase codes (2-4 characters)
• Identifiers must be unique across your company
• Choose identifiers that are intuitive for your organization
• Avoid changing identifiers after tasks are created, as they may be referenced elsewhere

Member Management

• Assign the Admin role sparingly to users who need to manage the team
• Regularly review team membership to remove inactive users
• Add members to teams based on their actual work involvement
• Consider using the Viewer role for stakeholders who need visibility but not edit access

Color and Icon Usage

• Assign distinct colors to teams for quick visual identification
• Use colors consistently with your organization’s branding
• Choose icons that represent the team’s function
• The same color or icon can be used by multiple teams if needed

Troubleshooting

Team not appearing in list

• Check if the team is inactive (use the Status filter to include inactive teams)
• Verify the search term matches the team name
• Clear any active filters that may be excluding the team
• Refresh the page to reload team data

Cannot create team

• Verify you have the appropriate permissions (TEAMS_PAGE role required)
• Ensure the identifier is unique (no other team uses the same identifier)
• Check that required fields (Name and Identifier) are filled in
• Verify you are logged in to the correct company account

Cannot add members to team

• Ensure the team is saved before attempting to add members
• Verify the user exists and is active in your company
• Check that the user is not already a member of the team
• Refresh the user list if recently added users don’t appear

Member roles not updating

• Wait for the change to sync (changes are saved automatically)
• Refresh the page if the role badge doesn’t update
• Verify you have Admin permission to change member roles

Team changes not reflecting in tasks

• Team data syncs in real-time via PowerSync
• If changes don’t appear, try refreshing the Tasks page
• Changes to team membership affect task assignment options immediately
• Workflow assignments to teams are also reflected in task views