Introduction to teams

Simplify and manage projects and tasks, no matter how small or large your team may be. Whether you’re collaborating across departments on an upcoming product launch, or you’re reducing the back-and-forth among your teammates, teams are built with the tools you need to organize shared work and keep track of everyone’s progress.

Get started with your first team with the help of our guided demo:

Set up a team

You’ll get one free team while on either the Beginner or Pro plans. Here's how to set up your team in Todoist:

1. Log in to Todoist at https://todoist.com.
2. Click your avatar at the top-left.
3. Select Add a team.
4. Enter a team name. You'll see a short form to share information about your team.
5. Select the most relevant answers in the form. 
6. Choose between starting a free Business trial by clicking Continue to free trial, or setting up a free team by clicking start on the free plan.
7. Enter your teammates' email addresses.
8. Click Add a team.

When you upgrade a team to the Business plan, Todoist lets you create an additional free team.

Edit a team

As you’re building your team, you realize you’ve got to add your company logo or get rid of that typo in your team name. To edit and make changes to your team:

1. Log in to Todoist at https://todoist.com.
2. Click your team name in the sidebar.
3. Click Settings at the top-right.
4. Make changes to your team, like adding your company logo or changing the team name.
5. Click Update to confirm.

Invite people to a team

Invite people to the team either by email or sharing an invite link:

Marco · Customer Experience Specialist

You can join any team you’re invited to, even if you already have an active free team.

Join a team

If you received an invitation to join a team in Todoist, click the Join the team button in the email to confirm.

If you’re searching for the right team to join in Todoist:

1. Log in to Todoist at https://todoist.com.
2. Click your team name in the sidebar.
3. Click Projects I haven’t joined at the top.
4. Find the project you’d like to join.
5. Click the three dots icon to the right of the project name.
6. Select Join.

Remove someone from a team

Admins are the only people who can remove someone from a team. If someone's no longer part of your team, here's how to remove them:

1. Log in to Todoist at https://todoist.com.
2. Open the team you would like to remove someone from.
3. Click Invite members at the top-right.
4. Find the person you wish to remove and click their role (Admin, Member or Guest) to the right of their name.
5. Select Remove from team.

Leave a team

If you're no longer a member of a team, you've the option to leave the team in Todoist:

1. Log in to Todoist at https://todoist.com.
2. Click the team in the sidebar.
3. Click Settings at the top-right.
4. Click Leave team.

Delete a team

1. Log in to Todoist at https://todoist.com.
2. Click the team you'd like to delete.
3. Click Settings in the top-right.
4. Click Delete team.

Best practices for teams

You’ve finally added every member to your team in Todoist. Here are some of our best practices to get started, so that everyone’s up to speed and on track with their work:

Use project or task comments to discuss with your team

Finding information can be tough when your company uses different communication channels. We recommend using project or task comments when exchanging ideas, giving updates or sharing feedback on the project.

Use Team Activity to check the status of your team projects

Team Activity lets you check and monitor how your team’s moving along with their projects. In this view, you’ll see a full list of people in the project, a line graph showing the number of active tasks per day, and bar graphs showing how many overdue completed tasks are in the project.

Use filters to see just your team tasks

Create team filters that’ll show you just your team tasks, so you have a focused view of what your team has finished and what else needs to be done. Here are some examples for a team called “Doist”:

• See what your teammates are working on this month: workspace: Doist & assigned to: others & due before: next month
• Filter out everybody else’s tasks, so you can focus on your own: workspace: Doist & assigned to: me & next 7 days
• Review all overdue team tasks: workspace: Doist & overdue

Install Todoist extensions that boost team productivity

Install nifty Todoist extensions to empower your team to brainstorm ideas or resolve issues with their work. Task Helper, for instance, lets you automate tasks that are part of your recurring processes. The Habit Tracker extension supports your team’s consistency by tracking how many days you’ve completed a recurring task. If you’re on the paid plans, you can install AI Assistant to utilize artificial intelligence to effectively break down your tasks, plan your projects, and more.

Get in touch

If there are any issues with creating or managing a team, get in touch with us. We — Dermot, Marco, Olivia, or any of our 14 teammates — look forward to lending a hand!