Plattformsdokumentation

Team Directory

Team Directory

The Team Directory helps you find and connect with colleagues across your organization.

Team View

The Team page shows all members with:

  • Profile photo

  • Name and role

  • Department

  • Contact information

  • Workspace memberships

  • Status (active, away, offline)

Team Member Profiles

Click on any team member to see:

  • Basic Info - Name, email, phone

  • Role & Department - Position and team

  • Workspaces - Which workspaces they are in

  • Recent Activity - Tasks, OKRs, and updates

  • Contact Options - Chat, email, call

Search and Filter

Find team members quickly:

  • Search - By name or email

  • Filter by Role - Admin, Member, Viewer

  • Filter by Department - Sales, Marketing, etc.

  • Filter by Workspace - See workspace members

  • Sort - By name, role, or join date

Managing Your Profile

Keep your profile up to date:

Team Management (Admins)

Admins can manage the team:

Inviting Members

Managing Roles

Available roles:

  • Super Admin - Full system access

  • Admin - Organization management

  • Workspace Admin - Workspace management

  • Member - Standard access

  • Viewer - Read-only

Workspace Assignment

Add members to workspaces:

Removing Members

When someone leaves:

Team Collaboration

From the Team page you can:

  • Send direct messages

  • View member activity

  • See assigned tasks

  • Check OKR ownership

  • @mention in tasks and pages

Presence Status

See who is available:

  • 🟢 Active - Currently online

  • 🟡 Away - Idle or in Do Not Disturb

  • ⚪ Offline - Not currently online

Best Practices

  • Keep your profile updated

  • Use a professional photo

  • Add contact preferences

  • Set accurate timezone

  • Update status when away

  • Respect others availability

Stay connected with your team! 👥