A roster that shows who is overloaded before they say so

Every team carries a colour, a company and a mission, with live counts of open tasks, overdue work and hours logged for the whole team and each person in it. Members get a team role, Lead, Editor, Contributor, Viewer or Member, that sits alongside their organisation role rather than replacing it.

Included on every plan, free included

Why this exists

  • A team is really just a list of names in someone’s head, so a new manager starts from nothing.
  • Whether the load is spread evenly across a team is usually answered by who complains first, not by looking anywhere.
  • Seeing a team’s real progress means opening every member’s task list one at a time and adding it up yourself.

What it does

Group people the way you actually work

Give a team a name, a colour, a department and a mission, and set which company it belongs to if you run more than one. Archive a team from its status field when the work is done, rather than deleting the record.

Set what each member can do on the team

Add a person and give them a team role, Lead, Editor, Contributor, Viewer or Member, which controls what they can manage on this team specifically. It never grants more than their organisation role already allows; a Lead cannot use it to reach a page their own access blocks.

Hand the team its projects

Assign projects to a team from a simple search, and that becomes the team’s work for every metric on its page, active project count, open and overdue tasks, and completion rate, all computed live rather than typed in.

See the workload before someone tells you it is uneven

Every member gets a bar showing their open tasks next to the busiest person on the team, plus hours logged and how many of their open tasks are already late. Click through to a person’s own page for an eight-week view of the hours they have actually logged.

Know what each person is actually doing right now

Each member’s five nearest open tasks show on their own Personal priorities panel, overdue ones first, so a manager can see who needs help without opening every task themselves.

What it does not do

The part you would otherwise find out in week three. If one of these is central to how you work, raise it before you buy rather than after.

  • There is no capacity planning here. The workload view totals open tasks, estimated hours and hours already logged; it does not set an hours-per-week limit, warn about over-allocation, or level work across a team automatically.
  • A team role such as Lead or Editor never widens what someone can already do. It only ever works within their existing organisation role, so it cannot grant a permission that role withholds.
  • A person’s open tasks and logged hours count toward every team they belong to. Being on two teams does not split those numbers between them; each team sees that person’s full workload.
  • A team here is a roster for assignment and reporting, not a chat space. There is no dedicated team channel; conversation happens in the org-wide channel, a project’s own channel, or a direct message.

Questions, answered

Does this show me who is overloaded?+

It shows open task counts and hours logged per person, side by side, so an imbalance is visible at a glance. It does not plan capacity or warn you before someone is over-allocated; that judgement is still yours.

Can a Lead see things their own account cannot?+

No. A team role such as Lead or Editor only ever works within what that person’s organisation role already permits. It organises who manages the team; it cannot widen access.

What if someone is on more than one team?+

They can be. Their open tasks and logged hours count toward every team they belong to, so a shared person is not split fractionally between teams; each one sees the full picture of that person’s work.

Is there a team chat?+

Not a dedicated one. Conversation in WorkBOS happens in the org-wide channel, a project’s own channel, or a direct message; Teams itself is about who is on the roster and what they are carrying.

The full product documentation for this module is at /docs/teams.

Try it on your own data

Free for up to 5 seats, no card required. Every module is in the same workspace, so nothing needs connecting to anything.