Teams let you group your teammates by department, division, office, or any other structure that fits your company. Teams work as a second layer of organisation alongside roles, so you can segment your people in more than one way.

Teams are handy when running custom, team or detailed reports — you'll be able to filter to any team in your company to see just the people in it. Teams are available on all accounts, with no setup or plan upgrade required.

Creating and assigning a team

Like roles, a team is created the first time you assign its name to a teammate. Administrators can create teams and assign them to people from a person's profile:

1. Head to Team, then click the Actions dropdown to the right of the teammate you'd like to add to a team.
2. Select Edit.
3. Go to the person's Basic info (left menu).
4. In the Teams field, add an existing team or type a new name to create one. A teammate can be assigned to one or more teams.
5. Click the Update info button at the bottom to save your changes.

Once a team exists, it will appear as a suggestion in the Teams field for every other teammate, so you can quickly add the rest of the group.

Editing a teammate's team

To change which teams a person belongs to:

1. Head to Team, then click the Actions dropdown to the right of the teammate you'd like to update.
2. Select Edit.
3. Go to the person's Basic info (left menu).
4. In the Teams field, add or remove team assignments.
5. Click Update info to save.

A team stops appearing in your account automatically once no teammates are assigned to it.

Filtering by team

After you've assigned teams, you can use them to narrow down what you see:

• Team page: click the Everyone dropdown at the top right and select a team to show only the teammates in it. If you have a lot of teams, start typing to find the one you want.
• Reports: filter team reports and Detailed time or expense reports by team to report on a single department or division at a time, instead of selecting individuals one by one.
• Create a report: leverage Teams as a field or metric to observe how different departments are performing across your organisation.

Teams vs. roles

Harvest gives you two ways to organise people, and you can use both at once:

• Roles describe a person's responsibility or position (e.g. Designer, Developer, Sales).
• Teams group people by department, division, or office.

The two are independent: assigning someone a role does not add them to a team, and adding them to a team does not give them a role. There's currently no automatic way to convert an existing role into a team — you'll create the team and add its members as above.