The Teams feature is designed to help organize your workspace. It provides a lightweight way to group people for faster reporting and resource management without the complexity of a formal organizational chart.

Admins can define the team names that best fit the firm’s structure. To create teams, navigate to Staff > Teams. Here, team labels can be created, edited, or deleted.

To create a new project team, click on New Team. A pop-up will appear where the team's name, as well as any members, can be added. After adding the name and team members, click Create.

When viewing the Teams page, all teams will appear in a table showing the name and a preview of the assigned team members. Hover over the team's avatars to see a typed list of each of the team members.

To edit a team, navigate to Staff > Team and click on Edit next to the applicable team. Here, you can edit the name or change any of the assigned team members before clicking Update.

To delete a team, click on the "X" next to the applicable team. A pop-up will appear with a warning that deleting the team is permanent and will unassign all team members. Click Delete to continue, or Cancel if the team should not be deleted.

Note: Deleting a team will remove it from all assigned users, but will not delete the user profiles themselves.

Users can be assigned to one or multiple teams. This can be done during initial setup when the user is added to Monograph, or updated later as responsibilities shift.

To assign new users to teams when adding or inviting them to Monograph, use the optional Assign team(s) field to select the team(s) they should be associated with.

If a new team should be created, you can easily do so by clicking on + Create new team in the Assign team(s) dropdown.

If a user is not assigned to a team when they are added to or invited to Monograph, their team(s) can be assigned later from their Employee Profile.

To add the team(s) from the Employee Profile, navigate to Staff > Team Directory and click on the user's name. Once here, click on Edit in their Basic Information and use the Project team(s) field to select the applicable teams.

Once your teams are set up, you can use the Team Filter across various pages and reports to see data only for specific groups. Selecting a team will include the applicable data for all users associated with that team.

When a Team filter is applied to a report, the report will not display the individual users included in that team. If you need to confirm which users are assigned to a specific team, navigate to Staff > Teams.

Creating Teams in Monograph is completely optional. However, Teams can improve visibility and organization, especially for firms that manage groups or subsets of projects and employees. Teams can also make it easier for managers to view and report on the people and work associated with a specific group.

Yes. Users can be assigned to multiple Teams, allowing flexibility for firms where employees work across departments, studios, or project groups.

Only Admin users, or users with Manage Teams permissions enabled, can create, rename, delete, and assign Teams.

Yes. The People and Teams filters work together using OR logic. For example:

The report results will include Users 1, 2, 3, and 4.

Teams are used to group people, while Project Categories are used to classify projects. Keeping these separate allows filters and reporting to behave more predictably and avoids conflicting filtering logic.