Agile Teams

Access

To access Agile Teams:

On the Home screen, go to Account Settings by clicking the gear icon . This will take you to the Account Settings screen. Click the Teams tab:

At present all teams are public to the organization.

You would use the Enable/Disable toggle if, say, you're in the middle of doing some Admin work on a team and you don't want the team to be added to boards, but you don't want to lose their information. Thus you can disable the team, and after the team is built, you can enable it.

Team Behavior

Planview AgilePlace supports a nested teams structure with five levels, currently. For example, let's say that we have three teams: Engineering, Front-End, and Sparkles. The Engineering team could be the top-level parent team with Front-End as a child team and Sparkles could be a child team of the Front-End team. This means that if I assigned the Engineering team to the Lean/Agile Development board with role of User then the Front-End team and Sparkles team would inherit the User role on the Lean/Agile Development board, unless these users originally had Reader permissions, in which case they remain Readers (see note box below).

• Individual users can be added to as many teams as desired.
• A team can only have one parent team (Team Alpha can't be added to both Team Engineering and Team Product).

Edit a Team

To Update a team, click the team name and click Edit details to add individuals or teams, and change other team details. To add an emoji for the team, right click at the start of the team name and select an emoji from the list. Click Update Team.

When you click on a team, there are three views available:

• Overview - Displays a preview of members and boards for a given team.
• Members View - Shows all members (including other teams) for a given team.
• Board View - Shows all boards that a given team has access to with corresponding permissions. 

To assign boards to a team, click Overview > Add board (below).

On the subsequent Assign Board Access popup you can look up boards and assign board roles for teams.

Account Roles/Board Roles

Team Organizers:

• Have access to Account Settings, where they see a read-only view of the Account User List and have access to the Teams tab.
• Can create and manage their own teams. They cannot edit/manage teams that they didn't create.
• Can interact with the Planning Series capability.
• Can create, archive, and duplicate boards.
• When creating a new board, the default user security setting is now "Assign the Everyone Team to this board with a permission of _". This is a checkbox setting that is enabled by default. When unchecked, the permission dropdown is disabled.   

Permissions

When you add users and teams to a board, the highest permission wins except for Readers. For all other users, if you assigned Amanda to a board with the role of User, but she's part of Team Alpha, which has a board role of Manager, Amanda would have Manager permission for that board because she is part of Team Alpha.

If there's a discrepancy between team and user permissions, a warning symbol will appear next the the user or team within the Members tab on a board. Additionally, role inheritance is displayed by a clickable connections icon on the Boards section of the Team page.

• The Board User List tab within Board Settings has been renamed to Members.
• The Members tab is blank except for showing the user that created the board and/or showing the Everyone team, if added during the board creation process.
• Within Members, user permission mismatches will be highlighted. A user permission mismatch could occur because a user is either an Account Admin or has been added to a board with a lower permission than a team's (that they belong to) permission on that board.
• For boards that have default user security set to Reader or higher, the Everyone team will be added with the corresponding board role.
• Teams can be added to boards from the account-level Teams tab. This includes the Everyone and External teams.
• Teams can be added to boards from the Members tab. This includes the Everyone and External teams. 

Everyone and External Teams

All teams are manually generated except the External and Everyone teams, which are system-generated and locked, and exist for all accounts. When accessing a user profile from the Account User List, user profiles have an attribute called External user, where, if checked, the user will be added to the External team and removed from the Everyone team. You might use this in the case of external members and contractors, where you want to limit their access to a subset of boards, but want the access for everyone else in the organization to be open. 

• The Everyone team includes every user within the account that doesn't have the External User user attribute configured.
• The External team only includes users with the External User attribute configured.

Assigning Teams to Work

Teams are standard attributes across an account, which allows for cross-team planning and cross-team delivery. Since it's common to have teams working across five or six boards, you can roll up and consolidate and entire team's work across all their AgilePlace boards.

If you click the down arrow in the Assigned Members dropdown on a card (indicated by green arrow), you will see Users/Members that are available to assign to cards and work on your board, as well as Teams that have been assigned to boards, and are available to assign work to.

Filtering Work by Teams

To expedite team selection, there is a Frequently Assigned list of Teams under the Assigned Members dropdown on a card. 

If you select for a specific Team in the Filter menu on the left, you can see what cards and work that team is associated with on any particular board, and get a sense of their workload.

During an Agile Planning session, you can filter down what work your teams have, and start planning activity by team.

This allows for more focused planning for team-based delivery. You can then drag work to whatever planning increment you choose for each card.

Assign Team Admin

To assign a Team Admin:

1. On the Home screen, go to Account Settings by clicking the gear icon .
2. Click the Teams tab.
3. Click the team name.
4. For the team member whose Team Role you'd like to change, hover over the member's Team Role.
5. Click the down arrow that appears to the right of the member's Team Role. 
6. Click Admin on the dropdown menu. The role will now be changed.