Groups and Teams are collections of users in Workfront.
Although you can designate just one Home Group and one Home Team per user, each user can belong to an unlimited number of Teams or Groups. However, to avoid confusion, we recommend that each user belong to a limited number of Teams and Groups.
The following sections describe recommendations for when to use groups or teams, as well as a detailed functionality comparison.
- Using Groups to Represent the Departmental Structure
- Using Teams to Represent the Working Structure within a Department
- Group and Team Functionality Comparison
Using Groups to Represent the Departmental Structure
We recommend that you configure Groups to match your departmental structure.
For example, you might have a Finance Group that contains users in the Finance Department. Within the Finance Department, people might be structured in teams which work independently from one another.
For more information about creating and managing groups, see "Groups."
Using Teams to Represent the Working Structure within a Department
We recommend that you configure Teams to match the day-to-day working structure of your departmental teams.
For example, you might have a Payroll Team, an Accounts Payable and an Accounts Receivable team. Typically, people in each of these teams work on projects, tasks, or issues that are similar for those teams.
For more information about creating and managing Teams, see "Creating and Managing Teams."
Group and Team Functionality Comparison
The following table illustrates differences and similarities between Groups and Teams:
Functionality | Group | Team |
A Planner can create | ✓ | |
Only a System Administrator can create | ✓ | |
Share objects | ✓ | ✓ |
Assign a task | ✓ | |
Assign an issue | ✓ | |
Associate with a project | ✓ | |
Designate as an Approver in an Approval Process | ✓ | |
Notifications trigger for all members at one time | ✓ | |
Tag in a comment | ✓ | |
View in the People or Teams area | ✓ | |
View Working On List | ✓ | |
Filter users in the Resource Planner | ✓ | |
Visibility of Milestone Paths for a Project or Template | ✓ | |
Visibility of Custom Forms | ✓ | |
Visibility of Schedules | ✓ | |
Assign Timesheet Profiles | ✓ | ✓ |
Assign Layout Templates | ✓ | ✓ |
Any user with a Plan license can assign it to another user | ✓ | |
Customize Statuses | ✓ | |
Customize the Done button | ✓ |
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