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Team Collaboration

Create and manage teams within your workspace for better organization and collaboration.
Enterprise Plan Feature: Team creation and management features are available exclusively for Enterprise plan users.

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What are Teams?

Teams organize your workspace members by department, project, or function to streamline collaboration and manage access. Why use teams?
  • Organize workspace members more effectively
  • Control who can access specific notes and resources
  • Collaborate better within focused groups
  • Keep projects organized and accountable

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Create Teams

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Team Setup Process

Go to Settings > People > New Team to create your first team. Here’s how to set up a team:
  1. Click “Create team”
  2. Give it a clear name
  3. Set how members can see each other’s notes
  4. Add your team members
  5. Configure any additional settings

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Team Configuration

What you can customize:
  • Team name and description
  • Who can access what
  • How notes are shared within the team
  • Default settings for new members

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Team Member Management

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Add Members to Teams

You can add members when creating the team or anytime after:
  • Pick from people already in your workspace
  • Add several members at once
  • Give each member different roles
  • Set custom permissions for specific people

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Team Permissions

Decide what your team members can access:
  • Notes and resources specific to the team
  • Integration settings and configurations
  • Analytics and reports for the team

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Member Note Visibility

Control what team members can see and do with notes within the team:

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Visibility Options

Only my notes: Team members can only see their own notes
  • When to use this: Team members working on separate projects
  • What it means: “You can only see your notes”
  • Good for: Individual contributors, external consultants
All notes: Team members can see notes by other team members
  • When to use this: Teams that need to see each other’s work
  • What it means: “You can see notes by other team members”
  • Good for: Project managers, team leads, collaborative projects
Edit all notes: Team members can edit notes by other team members
  • When to use this: Teams that share responsibilities closely
  • What it means: “You can edit notes by other team members”
  • Good for: Close-knit teams, shared projects, content teams

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Team Features

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Team Analytics

See how your team is collaborating:
  • How often and how long your team meets
  • Who’s participating and contributing
  • Which shared resources are being used
  • Insights into team productivity

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Team Organization

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Multiple Teams

Enterprise workspaces can create multiple teams for different purposes:
  • Sales team
  • Engineering team
  • Marketing team
  • Customer Success team

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Team Hierarchy

Organize teams effectively:
  • Create parent-child team relationships
  • Set cross-team collaboration policies
  • Manage inter-team resource sharing
  • Establish team communication protocols

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Best Practices

Setting up teams effectively:
  • Base teams on how people actually work together
  • Choose names that make the team’s purpose clear
  • Match note visibility settings to how the team operates
  • Review who’s in each team and their permissions regularly
Making collaboration work better:
  • Set permissions that match what each project needs
  • Use team templates to keep things consistent
  • Create workflows for tasks your team does often
  • Encourage teams to work together when it makes sense

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FAQs

Enterprise plan users can create teams by going to Settings > Team > ”+ New”. Enter a team name, set permissions, and add members from your workspace.
Workspaces are the main organization unit containing all members and resources. Teams are smaller organized groups within workspaces for better collaboration and access control.
Only my notes limits team members to their own content. All notes allows viewing other team members’ notes. Edit all notes grants full editing access to all team content.
Yes, workspace members can be assigned to multiple teams based on their roles and project involvement.
Yes, team creation and management features are exclusive to Enterprise plan users. Team plan users can be invited to teams but cannot create them.
Yes, team creators can delete teams through Settings > Team. This will remove the team organization but won’t delete member notes.
Deleting a team removes the organizational structure but preserves all notes, templates, and workflows. Members retain access based on workspace permissions.

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What’s next