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Teams

Grouping internal users together as a Team for increased collaboration.

Michael Stephenson avatar
Written by Michael Stephenson
Updated over a month ago

Overview

Teams allow for seamless cross-departmental collaboration and increased strategic alignment. Think of a team as a group of people who collaborate but may be housed in different departments around campus. With Teams, you can build user groups that mirror how work happens. Assign Teams in many places you assign one or more users today—including People, Tasks, Decisions, Conversations, and Workflows.

What is a Primary Team?

Each user in Element451 must have an assigned Primary Team. Typically, this would be your functional department. You can be a member of as many teams as needed, but you can only have one Primary Team.

As part of the launch of Teams in September 2023, user departments were migrated to Teams. Former departments were made Primary Teams for those users.

Where can I use Teams?

You can use a Team anywhere you can use an individual assignee. In places where you can have multiple assignees, such as Tasks and Workflows, you can assign only multiple individuals OR multiple Teams, not a combination.

  • People: Teams can be selected as the assignee to a person record. The blue icon denotes a Team.

  • Tasks: Tasks can be assigned to Teams. You can easily filter your Team's todos and tasks using the lefthand menu.

  • Workflows/Rules: Use Teams as the Assignee in Workflows and Rules.

Quick Start Video Guide

Accessing Teams

To access Teams, navigate to Settings > Manage Users > Teams.


Team Notifications

When notifications are sent to a team (e.g., task notifications, conversation assignments, etc.), they are delivered to each individual member of the team at the email address associated with their Element451 account. If a team has no members, no notifications will be sent.

In a team’s settings, there is an optional email address field. This email is not used for team notifications. Instead, it is used for the assignee email token in Campaigns.

On the backend, teams are treated as single users, and assigning an email address ensures one is available for the assignee email token in Campaigns where the team is assigned. However, this email address does not determine where team notifications are sent.


Creating a Team

  1. Click the + New Team button in the top right corner.

  2. Name your team and add an email address. When creating a team, it’s important to carefully choose the team name and decide whether to add an email address. These values are especially important because a Team can act as an assignee for a contact, just like an individual user.


    How Assignee Tokens Work with Teams
    When a team is assigned to a contact, its name and email address can be used dynamically in Campaigns through tokens. This is especially helpful if you want to dynamically display assignee information, such as in an email signature or personalized Campaign content. For example:

    • assignee_first_name = team name

    • assignee_email = team email address

  3. To add users to your team, click the + sign or add team member.

  4. Search for the users you would like to add and check the box of the user(s).

  5. Click add to the team.

    • Even though you may have already named this team in a previous step, the slide-out sheet will say "Untitled Team" until you save the new Team (as shown in the screenshot below).

  6. Click Save to create your new Team.


Editing a Team

Find the team you wish to edit, and click the more icon (three vertical dots).

  • Click Edit to add/remove users or change the Team name/email.

  • Click Delete to delete the entire Team permanently.


Removing a User from a Team

  1. With the Team open, find the user you wish to edit and click the More icon (three vertical dots).

  2. Click Remove.


Frequently Asked Questions

  • An application was assigned to my team, but it's not appearing in my assigned applications. Why?

    You will receive a notification when an application is assigned to the team. However, we do not display them in your assignments to keep things clear and avoid assignment overload.

  • My team was assigned a task, but it's not appearing in my assigned tasks. Why?

    You will receive a notification when a task is assigned to the team. However, we do not display them in your assignments to keep things clear and avoid assignment overload.

  • When a person is assigned to a Team, who are conversations assigned to?

    The assignee will be the Team, and each person within the Team will be able to see the conversation. Tip: Use advanced filtering to narrow your conversations to view the ones assigned to a Team.

  • I am trying to assign both a Team and an individual to a task, and I need help adding both.

    In places where you can have multiple assignees, such as Tasks and Workflows, you can assign only multiple individuals OR multiple Teams, not a combination.

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