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Copy file name to clipboardExpand all lines: docs/core-concepts/projects/overview.mdx
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@@ -34,14 +34,26 @@ Each project can have its own timezone setting, managed by project admins. The p
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## Add and manage members
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To get others involved in your project, they first need to be part of your workspace. [Invite them](/core-concepts/workspaces/members#add-member) to the workspace.
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To add members directly to your project, they first need to be part of your workspace. [Invite them](/core-concepts/workspaces/members#add-member) to the workspace if they're not already there.
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Once they’re in the workspace, you can invite them to join the project and assign roles like **Admin**, **Member**, or **Guest**. You can always update their roles later if needed.
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Once they're in the workspace, you can invite them to join the project and assign roles like **Admin**, **Member**, or **Guest**. You can always update their roles later if needed.
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If you want to make sure every work item gets assigned, you can set a **Default assignee** for when work items are created without one. This ensures nothing slips through the cracks.
Users can become project members in two different ways, and understanding both helps you manage your project team effectively.
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**Direct project membership** is where you specifically [invite users to your project](/core-concepts/projects/overview#add-and-manage-members) and assign them roles. These members have access only to the projects you've added them to, and you have full control over their permissions.
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**Teamspace-based membership** happens automatically when your project is linked to a [Teamspace](/core-concepts/workspaces/teamspaces). All members of that teamspace automatically receive `Member` access to your project, making it perfect for teams that collaborate across multiple projects.
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Users can have both types of access simultaneously. When this happens, Plane automatically applies whichever role gives them higher permissions. For example, if someone is a `Guest` on your project but joins a linked teamspace, they're automatically upgraded to `Member` access. If they're already an `Admin`, they keep their `Admin` role.
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The project members list shows everyone who has access to your project, regardless of how they gained that access, so you can see your complete team in one place.
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## Enable features
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After creating a project, you can turn on specific features based on your requirements:
Copy file name to clipboardExpand all lines: docs/core-concepts/workspaces/teamspaces.mdx
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/>
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</div>
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With Teamspaces, you can mirror your real-world teams of any kind and track work separately from a project. Link projects, see your team's work automatically filtered across projects, and house your team's knowledge separate from anything else in Plane.
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With Teamspaces, you can mirror your real-world teams of any kind and track work separately from a project. See your team's work automatically filtered across projects, and house your team's knowledge separate from anything else in Plane.
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## What is Teamspaces?
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Once on, the feature cannot be turned off in a workspace.
When you click on a Team, you'll see a comprehensive dashboard that gives you visibility into all activities across your team's projects. The **Jump in** section serves as your navigation hub, providing quick access to your team's Projects, Work items, Cycles, Views and Pages.
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### Team Projects
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The Projects screen displays all projects associated with your team.
You need to turn on [Project States](/core-concepts/projects/project-states) for the projects to be displayed grouped by their State. Otherwise, the projects will appear as cards in a Gallery view.
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:::
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- Use **Filters** to narrow down projects based on specific criteria.
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- Customize the display layout to your preference using the **Display** dropdown.
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- Navigate directly to a project's Work items screen by clicking on any project.
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### Team Work items
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The Work items screen lets you track all work items across your team's projects through two distinct tabs.
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**Team tab**
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- Shows work items assigned specifically to your team members.
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- Helps track what your team is working on.
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4. Once all details are filled, click **Create Teamspace**.
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**Project tab**
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- Displays all work items from projects linked to your team.
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- Provides a complete view of project-wide work items.
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After creating a teamspace, you can view and manage all your teams in one place.
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Each tab offers a different perspective on your work, helping you manage both team responsibilities and project progress effectively.
The Cycles screen gives you a complete overview of all cycles across your team's projects.
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When you link a Teamspace to projects, it automatically affects how your team members access those projects. Understanding this relationship helps you manage permissions effectively across your organization.
- All members of a teamspace automatically receive `Member` access to any projects linked to that teamspace. This means when you add someone to a teamspace, they immediately gain access to all associated projects without needing separate invitations.
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You can track:
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- Team members can have both direct project access and teamspace-based access simultaneously. When this happens, Plane applies whichever role gives them higher permissions. For example, if someone is a `Guest` on a project but joins a linked teamspace, they're automatically upgraded to `Member` access. If they're already an `Admin`, they keep their `Admin` role.
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- Active cycles currently in progress
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- Upcoming cycles planned for the future
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- Completed cycles from past work
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- Removing someone from a project won't affect their access if they're still in the linked teamspace - they'll retain `Member` access through the teamspace connection. Similarly, removing someone from a teamspace only affects their teamspace-based access; any direct project roles they have remain unchanged.
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This consolidated view helps you monitor project timelines and track delivery schedules across all team projects.
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- If you unlink a teamspace from a project, members who had access only through the teamspace will lose access to that project, while those who were directly added to the project will keep their original roles.
The Views screen offers two ways to organize and access your team's work:
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When you click on a Teamspace, you'll see a comprehensive dashboard that gives you visibility into all activities across your team's projects. The **Jump into** section serves as your navigation hub, providing quick access to your team's Work items, Cycles, Views and Pages.
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**Team tab**
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- Create and manage views specifically for your team.
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- Organize work in ways that make sense for team collaboration.
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- Access team-specific views independent of individual projects.
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**Project tab**
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- Access all views from your team's linked projects in one place
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- Navigate through project-level views across multiple projects
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- Get quick insights into how work is organized within each project
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### Teamspace Work Items
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### Team Pages
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The Work Items screen gives you a bird's-eye view of everything your team is working on across all projects. You'll see all work items assigned to your team members in one place, making it easy to track progress and understand what everyone's focused on without jumping between different projects.
Similar to Views, the Pages screen helps you manage documentation at both team and project levels:
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The Cycles screen brings together all your team's cycles from every project into one consolidated view. Whether you're looking at active cycles currently in progress, planning upcoming work, or reviewing what you've completed in the past, this screen helps you monitor project timelines and delivery schedules across your entire team's portfolio.
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**Team tab**
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- Create and maintain team-specific documentation
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- Build a knowledge base for team-wide processes
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- Collaborate on team-level documentation
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### Teamspace Views
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Views let you create custom ways of organizing and viewing work that make sense for how your team collaborates. These views exist at the team level, so they're independent of individual projects and can pull together information in ways that work best for your team's workflow and processes.
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**Project tab**
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- Access all pages from your team's linked projects
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- Navigate through project documentation across multiple projects
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- Get a comprehensive view of documentation across all team projects
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### Teamspace Pages
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The Pages screen is your team's documentation hub, where you can create and maintain knowledge that lives at the team level rather than within specific projects. It's perfect for building process documentation, team guidelines, and collaborative resources that everyone can access and contribute to.
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## Team progress
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## Team's progress
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This section provides a visual representation and summary of the team's current workload and performance, helping managers track progress effectively. It highlights overdue work items, incomplete tasks, and pending actions, ensuring teams stay on top of their responsibilities.
A red-highlighted banner at the top shows the count of overdue work items, emphasizing the urgency to address them.
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This feature encourages timely action to meet deadlines and reduce project delays.
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-**Progress chart**
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A bar chart displays the progress of work items categorized by selected criteria, such as Priority, Due Date, or Start Date.
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A bar chart displays the progress of work items categorized by selected criteria, such as Priority, Due date, or Start date.
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Users can toggle between these views using the dropdown menu to focus on specific aspects of the team's work.
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Each bar is segmented to show the percentage of completed and pending work items, offering a quick comparison.
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-**Summary of Team's Work items**
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A summary panel on the right provides a detailed breakdown of work item states:
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- Displays counts for Pending and Completed work items.
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- Includes additional states like Backlog and Cancelled, ensuring all work items are accounted for.
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-**Summary of team's work items**
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A summary panel on the right provides a detailed breakdown of work item states. It displays counts for Pending and Completed work items and includes additional states like Backlog and Cancelled, ensuring all work items are accounted for.
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It also highlights work items without due dates, helping team leads prioritize and assign deadlines.
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## Team Relations
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The Relations feature allows team members to track dependencies between work items. It has two main tabs: Blocking and Blocked.
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## Team's relations
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The Relations feature allows team members to track dependencies between work items. It has two main tabs - **Blocking** and **Blocked**.
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**Blocked**
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This tab would display work items that are blocked by others. It helps in identifying bottlenecks and ensuring timely resolution to keep tasks moving.
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## Team stats
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## Team's stats
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This section provides a high-level view of tasks across multiple projects or teams. It visualizes work items in a treemap format, where each section represents a project, and the size of each block is proportional to the number of work items.
Teams is your answer to scattered collaboration. It's where your team members, their projects, and their work come together in perfect harmony. No more switching between multiple views or losing track of who's doing what – everything your team needs is right here in one organized space.
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Teamspaces is your answer to scattered collaboration. It's where your team members and their work come together in perfect harmony. No more switching between multiple views or losing track of who's doing what – everything your team needs is right here in one organized space.
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