Team
Manage who’s working on your project and coordinate responsibilities across team members.Adding Team Members
1
Open Team
In your project, click Team in the sidebar.
2
Add members
Click Add Team Member and select from your organization.
3
Set roles
Assign roles like Owner, Contributor, or Reviewer.
Roles
| Role | Permissions |
|---|---|
| Owner | Full access, can delete project, manage team |
| Contributor | Can edit tasks, run Writer, update Checklist |
| Reviewer | Can view and comment, cannot edit |
Assigning Tasks
Once team members are added:1
Go to Tasks
Open the Tasks view.
2
Click a task
Open task details.
3
Assign member
Select a team member from the dropdown.
4
Notify
They receive a notification about the assignment.
Collaboration Best Practices
Define clear ownership
Define clear ownership
Each task should have one owner. Shared ownership leads to confusion about who’s responsible.
Use comments
Use comments
Add comments to tasks for context, questions, or updates. Keeps communication in one place.
Set internal deadlines
Set internal deadlines
Give team members deadlines before the actual submission date. This allows time for review and integration.
Review regularly
Review regularly
Hold brief check-ins to review progress, especially for complex bids with multiple contributors.
Working with Bid Managers and Team Members
Typical workflow:| Who | Does What |
|---|---|
| Bid Manager | Creates project, runs Checklist/Eligibility, makes bid decision, oversees progress |
| Team Members | Execute assigned tasks (Writer, forms), provide content, meet deadlines |
| Reviewers | Check quality, provide feedback before submission |