How do I turn on Team management, and what does it actually add?
Team management adds a shared workspace for your staff: your customer journey, tasks and a queue of work to hand out, plus time tracking and schedules on Pro and up. What you get depends on your plan.
Team management is a second workspace inside your account, built for businesses that hand work between people rather than answering every conversation themselves. It adds tasks, a shared queue of work, time tracking, schedules and reporting, all in one page reached from a single "TMS" link in your sidebar.
What it adds
- For everyone on your team: a Workspace tab, plus My time, My performance and Documents on Pro and up. Each person works from their own tabs.
- For admins only: a Setup tab for pipelines, the customer journey and payment instructions, plus, on Pro and up, Team time, Schedules and Reports for running the team, and Setup for automations, the queue, AUX statuses and document types.
Nothing here is a set of separate pages. It's one page with tabs across the
top, and everything that used to live under separate /settings/... pages
for this area now lives inside those tabs instead.
Whether it's on for your account
Every paid plan includes Team management. What you get inside it depends on your plan:
- Starter: one customer journey, drafted with AI and edited by you, the Workspace tab, the queue of work, and sending a payment request by hand. Every step on Starter is done by a person.
- Pro and up: as many journeys as you need, plus time tracking, My performance, schedules, AUX statuses, documents, automations (including automatic payment and document reminders), steps the AI works on, the client portal and reports.
It turns off automatically if a trial expires without going live. If it isn't on, opening Team management shows a plain note that task management isn't turned on, rather than a broken screen. Chat with us if you're not sure what your plan includes.
Where to start
If you're setting Team management up for the first time, the order that makes the most sense is: understand the difference between a pipeline and the customer journey first (see What's the difference between a "pipeline" and the "customer journey"?), then either set up your customer journey with AI or build your own pipeline, then configure the queue and AUX statuses so your team can actually start working from it.
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More in Team management: setting it up
The other guides people read alongside this one.
- What's the difference between a "pipeline" and the "customer journey"?
A pipeline is the general idea of stages a contact moves through. The customer journey is your main pipeline, the one new contacts start in, and it also creates tasks automatically and marks when a lead becomes a customer.
- How do I set up a pipeline for how my customers move through my business?
Create a pipeline, add the stages your work actually goes through, and give each stage a task template so your team knows what to do when a contact reaches it.
- How do I set up my customer journey?
We draft a set of steps for your business with AI, and you review and edit every one before anything is installed. You can tailor it again at any time, and we say plainly what reaches the customers who are already in it.
- How do I get reminded automatically when a customer is stuck on a step?
Turn on the "Stage reminders" automation to get one email a day, per customer, as their step falls due, then again if it goes overdue, then every two weeks and later monthly if they're still stuck there.
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