Once a firm has two studios, the picture of its clients starts to split. Brisbane doesn’t know Sydney already works with the developer. The health group’s pipeline is a filter somebody saved. Teams give each group its own view without splitting the firm’s.
A team is a studio, an office or a sector group
An account admin turns teams on under Account Settings → Teams and says what your firm calls them: studio, office, sector. tiny+ uses your word everywhere, so the board says “My studio” and a record says “Sydney studio”. Already tag your people by office? Start from a category makes a team for each tag and seats everyone on it.
A person can be on any number of teams, and has one home team. Anything assigned to them belongs to their home team, unless someone sets another.
Every record has a team, and nobody keeps it up to date
A project, company, contact or event belongs to the home team of the person it’s assigned to. Reassign the project and it moves with them. When the work belongs elsewhere, set the team on the record. A client that two studios both work with can belong to both.
What each team gets
- A page that opens with its numbers: open proposals and their fees, active projects, companies, contacts and open tasks.
- A pipeline. The board gets a button for each team you’re on, between Mine and Everyone.
- A news feed. Members follow it automatically, and typing @ and the team’s name mentions everyone on it.
- Reports. Built-in reports can be read for one team, charts can be split by team, and a scheduled report can go to a team’s members or be posted to its feed.
You decide what a team may see
Four settings say what a team gives the people on it: whether team-mates can edit each other’s records, what a team lead may open, whether a confidential project opens to its team, and whether each pipeline reaches a person’s own records, their own team or the whole firm. Each one only adds to what people could do before.
Teams are part of the Pro plan. Turning them off later hides them without deleting anything.
