What Are Team Leads?

Team Leads are users with the team_lead role who are responsible for a group of team members. They serve as the first line of management and have additional permissions for their direct reports.

Assigning a Team Lead

  1. Navigate to Team in the sidebar
  2. Open the team member’s profile who you want to designate as a lead
  3. Change their role to Team Lead
  4. Save the changes

Assigning Members to a Team Lead

  1. Open a Team Member’s profile
  2. Find the Team Lead assignment field
  3. Search for and select the designated Team Lead
  4. Save

This creates a reporting relationship: the Team Lead can see and manage their direct reports’ schedules and tasks.

Team Lead Capabilities

Team Leads gain additional visibility:

  • View team schedules — see their direct reports’ time blocks
  • Manage workflows — create and run automated pipelines
  • View team tasks — see what their reports are working on
  • Team notifications — receive alerts about their team’s activities

Best Practices

  • Keep team sizes manageable — 5-10 direct reports per lead
  • Assign leads who understand the work — they need context to manage effectively
  • Use the Impact Cascade Engine to keep leads informed of changes affecting their team

Tip: When a team member goes on leave, their Team Lead is often the best person to coordinate coverage assignments.