Project Teams

When working on a Project, a situation may arise when different parties have different needs, even if they are moving towards the same goal. One common example would be when two parties are negotiating a contract.

In this case, the Project Owners can add an External Team. This allows to enable the "Advanced Team Features" option, after which Collaborators from internal and external teams can add team comments that will only be visible to members of the same team. Adding comments is available during document editing, review, and approval. Read more about the benefits of “Advanced Team Features” here: Advanced Team Feature.

The Team Leader is the only one who can add and remove Collaborators from the Team.

An External Team can be assigned to an External Phase of the Project Workflow. The Team Leader will then be able to assign tasks to Collaborators within External Phase. The same Collaborator cannot be a member of two teams.

To know more about the External Team feature, please refer to:

• Manage Teams

• Assign Team to a Phase