A user group can be marked as a team, which lets you assign tasks to the whole group at once rather than to one person, and turns on the group's Group settings. This is controlled by the This role is a team checkbox at the top of the group.
What "This role is a team" does
When a group is set as a team:
- You can assign tasks to the whole team rather than to a single user — choose Team under Assign to in the Create a task pop-up.
- The team appears in the Teams section of the Tasks left-hand menu, with a count of its tasks.
- The group's Group settings tab applies — default tags for posts, cases and events, the options to restrict new posts and cases within the team by default, and export limits. These settings are for teams only.
You don't need the team setting to grant access: any user group, team or not, can be added to an item's Edit permissions panel under Add access for → User group.
See User Groups and role feature toggles (Document ID: 248) for the full Group settings list.
Enable it on a group
- Go to Settings → Users & access → User groups.
- Open the group you want to use as a team (or create a new group with Add user group).
- Tick the This role is a team checkbox.
- Save the group.
In the User groups list, the Team column shows which groups are teams.
Use a team for assignment
Once a group is set as a team, in Create a task, set Assign to to Team, then search for and pick the team. Every member is then responsible, rather than a single person. See Creating & assigning tasks (Document ID: 135).
Why use a team
- Less maintenance — add or remove people from the group once, and every task assigned to that team follows automatically.
- Consistency — the right group of people always has the work, even as staff change.
- Speed — assign work to many people in a single action.
Tip
Decide early which of your groups represent teams that need shared tasks or Group settings, and tick This role is a team on those. Use ordinary groups (without the team setting) where you only need feature toggles and item access.