Teams

Teams allow you to define a group of people and quickly share workspaces with them. Teams are a great way to work with frequent collaborators or to share resources with any group of people.


Create a team

  1. Open Workona.
  2. Click your picture/initials at the bottom of the sidebar.
  3. Click Teams.
  4. Type in a team name.
  5. Add team members to your new team.
  6. Drag workspaces into the new team section that appears in the sidebar, or share workspaces individually.

Add team members

Admin only
You must be a team admin to add team members.
  1. Open Workona.
  2. Click your profile/initials at the bottom of the sidebar.
  3. Click Teams.
  4. Type in the email address or name of your new team members.
  5. Click the Invite member button.

Remove team members

Admin only
You must be a team admin to remove team members.
  1. Open Workona.
  2. Click your profile/initials at the bottom of the sidebar.
  3. Click Teams.
  4. Click the x button to remove any team member.
  5. Click the Done button.

Share workspaces with your team

  1. Open a workspace.
  2. Click the Share button in the top-right of the screen.
  3. Click the Enter email or name field.
  4. Click your team name at the top of the menu. Alternatively, you can enter individual team members' names to share the workspace with specific people.
  5. Select whether team members should have permission to edit the workspace.
  6. Click the Invite people button.
  7. The workspace will appear instantly in each team member's sidebar.
How do shared workspaces work?
To learn more about shared workspaces, visit the collaboration help article.

Share a set of workspaces with your team

Workona generates a dedicated team section in the sidebar when you create a team to make it easy for your team to share workspaces. This section, along with the workspaces you add to it, will appear in the sidebar of each team member’s account.

  1. Open Workona.
  2. Locate the team section within the sidebar. Look for your team name in all caps, with a people icon to the right of it.
  3. From the sidebar, drag and drop an existing workspace into the team section, or create a workspace directly in the section.
  4. Select whether team members should have permission to edit the workspace.
  5. All team members will instantly see the workspace appear within the team section.