Team Management

Teams provide a way to organize and route tasks. You can assign tasks to an entire team, in which case any member of that team can complete the task. Visit the Teams page for more detailed information.

From the list of tasks in the Laserfiche home screen's Tasks tab, team members can choose the tasks they want to complete, and managers can assign tasks to members directly.

ClosedTeams in Laserfiche Video

Learn how teams help distribute and manage work across groups of users. Teams enable flexible task assignment and balanced workloads.

Teams Page

Within Process Automation, navigate to the Teams page. From this page, team managers can:

  • Create and edit teams (including team members, team roles, managers, and team task visibility).
  • Change due dates and priorities for team tasks.

Creating a Team

  1. On the Teams page, click New in the top left corner.
  2. Enter or select a team name, description, and task visibility level for the team. The task visibility level determines which team members can view tasks not assigned to them.
  3. Click Next.
  4. (Optional) Click Add to add users to the team. Use the search field to find users.
  5. Click Create.

Exporting and Importing a Team

If you want to copy your teams between different accounts, you can export teams as XML files from one account and import them into another account.

Exporting a Team

  1. On the Teams page, select the team that you want to export.
  2. Click Export icon Export button in the top right corner of the pane listing the teams.

Importing a Team

  1. On the Teams page, click Import in the top left corner.
  2. Click Choose file to select the XML you want to import.
  3. Click Import.

Adding a Team Member

  1. On the Teams page, click on a team. You will see a list of current team members
  2. Click the Add team member icon Add team member button in the top right corner of the list of members.
  3. Enter a search phrase that matches the user you want to add.
  4. Select the desired user when it appears below the search query text box.
  5. Assign a Team Member Resource Access Role.
    1. Analyst: Can view the team's resources and data submitted in those resources.
    2. Team Developer: Can create and edit the team's resources
    3. Team Manager: Can edit the team, it's projects, and determine resource access.
    4. Viewer: Can view but not edit the team's resources. Viewers cannot see data submitted in resources.
  6. Click Add.

Removing a Team Member

  1. On the Teams page, click on a team.
  2. Select the team members that you want to remove from the team.
  3. Click the Delete icon Delete button in the top right corner.

Modifying a Team

You can modify the name, description, and task visibility of a team. The task visibility determines who on the team can view tasks not assigned to them.

  1. On the Teams page, select the checkbox next to the team you want to modify.
  2. Click the Edit Edit button icon.
  3. Modify the name, description, or task visibility of the team.
  4. Click Save.

Deleting a Team

  1. On the Teams page, select the teams you want to delete.
  2. Click the Delete icon Delete buttonin the top right corner.
  3. Click Yes in the confirmation dialog that appears.

Assigning Roles to Team Members

  1. Double-click on a team on the Team Management page.
  2. Select the team member of interest.
  3. Click the Update Roles icon in the top right corner.
  4. You can assign security roles to the team member by checking or clearing the appropriate boxes in the Update Roles dialog.
  5. Click Update.

Team Manager Reassignment Authority

A user with the Team Manager access right can redistribute their team's workload without needing to own or manage the process that created the task. This authority lets a team manager:

  • Assign an unclaimed team task to a specific team member.
  • Reassign a task currently held by one team member to a different member of the same team.

You perform these actions from the Laserfiche home screen's Tasks tab, the same place any task is reassigned — not from this Teams page. This authority is limited to the team manager's own team; it does not extend to other teams or to individual users outside the team, and it does not include reassigning a task that was assigned directly to an individual user rather than to the team (see Managing Tasks). It is also separate from process-level rights such as Process Administrator, Analyst, or External Developer, which govern who can build, monitor, or intervene on the process itself. A team manager can also see the processes that are in the projects they manage.