Teams (Groups of Projects)

New Teams and Sharing Feature

New Teams and Sharing Features

We are proud to introduce 2 new features within Quantum (beta): "Teams" and "Sharing". Now you can create teams and share projects within SERPWoo.

Teams

Teams allow you to group projects together and then focus on those projects only by switching the Team Interface Filter to only show that team's projects. The new Sharing Feature allows you to give access to employees, contract workers, or clients to a particular team or individual project. You can create a team within the Team Panel by opening Teams from the top right corner:
Team Interface Filter
then selecting "Team Panel":
View Team Panel
Create your first team by inputted a name then select your the project you would like to add to that team:
Create A New Team
Afterward, click the "edit" button to go into the team:
Edit A Team
Now you can start adding additional projects to that team:
Add Projects To Team
You can then use the team filter interface from earlier to select a team and the interface will only show projects from that team to you (the top search will also filter to search within only the team as well as most other panels). The user data navigation at the top will turn into an orange which indicates you are seeing only a filtered team view:
Team Filtered Dropdown and Search
A showcase of the sidebar projects filtered by teams:
Team Filtered Projects

As Quantum continues to grow new features and panels will continue to incorporate the team filter.

Visit Teams Panel within SERPWoo Quantum: Teams Settings

Related: Sharing (Sub-Accounts) Help Guide


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