LP CLASSIC Support

(Pre-Spring 2021)

If you are using the CLASSIC version of LiquidPlanner and need help or professional service, please Contact Us.

Adding Members to Teams | LP Classic Support

Adding workspace members to teams provides the following benefits:

If you need to collaborate with a group of people who are working on a specific project, use Project Teams

Creating Teams

Workspace owners and Administrators can add Teams to the workspace from the User MenuSettings. Under Data Customization, select Teams > Add Team > enter the team name > click OK. Now you’re ready to add workspace members to these teams via the member profile.

Adding Workspace Members to a Team

Go to the People tab > Member List > select a member to open their Profile > choose the appropriate team under the Team field. Members can also update their own team assignments from their User Menu > My Profile.

Workspace members can only be added to one team. If you need to filter the plan or report by a set of people that aren’t part of a single team, create a Saved Person Filter.

To see all of the members on a particular team, go to the People tab Member List (full view) and click the Team header to sort the list by team.

Related Articles

Modeling Virtual Teams
Project Teams
Your Personal Profile Settings