Groups

A group is a tag over a set of people. Somebody can be in several groups, or none, and groups say nothing about who reports to whom.

Creating one

Settings → Groups, name it, and select Create. Then Edit people to tick who belongs. Any administrator can create and edit groups; everyone can see them.

Names are unique per workspace and case does not matter, so you cannot end up with both "X-Team" and "x-team".

Groups are not departments

Both exist and they answer different questions.

A department is where somebody sits in the organization. One per person, they can nest, and a department has a lead who work is escalated to.

A group describes nothing. It is a label you invent for whatever reason you like — a squad, a shift, a client pod, people on call this month — and it can overlap freely with departments and with other groups.

If you find yourself wanting one person in two departments, you probably want a group.

Changing a lot of people at once

Settings → Bulk actions has Add to a group and Remove from a group. Both leave everyone else in the group alone — adding fifty people does not remove the people already there.

The people list there can also be filtered by group, so "everyone on x-team" is a way to select people for any bulk action, not only a way to tag them. Changing that filter clears your selection, so an action never runs on people you can no longer see.

Filtering by group

The Team page has a group picker beside the department and status filters. Choosing one narrows the list to its people.

The three filters combine rather than replace each other — a department, a group and a status can all be set at once, which is how you get "contractors on x-team who have not accepted an invitation".

Asking about a group

The assistant knows about them, and about the rest of the Team filters. "Who is on x-team?", "Who is in Engineering?", "List the contractors", "Who has not accepted their invitation?" and "How many hours did x-team track last month?" all work — in the app, in Slack, and through the MCP connector.

Who can ask about whom is the same as on the page: managers and admins see everyone, everyone else sees their own record.

Deleting one

Deleting a group removes the tag. It does not remove anybody from the workspace, and it does not touch their tracked time.