People and projects
Manage team members, roles, clients and projects.
Add custom fields to people and projects
Store extra details such as job title or client name on people and projects, and use them to filter your calendar and reports.
VideoAdd people to your organization
Add Full Members and Light Members, find and edit them, and import many people at once from a file.
Deactivate or remove a person
Hide someone who left from your schedule but keep their history, or remove them to free their seat and restore them within 7 days.
How to add people and projects
Watch the walkthrough, then set up the two things every schedule needs: the people you plan and the projects they work on.
VideoOrganizational units
Group people and projects into units such as countries or offices, so each gets its own bank holidays and the right visibility.
People and roles in Teamdeck
Learn the difference between Full and Light Members and what the Owner, Manager and Regular roles can do.
People FAQ
Quick answers about leavers, renaming people, seats and the difference between Full and Light Members.
Set up projects
Create projects, add tags, approval and milestones, import many at once, and archive or remove the ones you no longer need.
VideoUpgrade and downgrade people
Turn a Light Member into a Full Member who can log in, or downgrade a Full Member to a Light Member, at any time.
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