> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erstan.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Teams overview
> Organize people, agents, content, and tasks into focused teams inside your workspace.
A **team** is a focused container inside your [workspace](/admin/workspaces-people) that holds its own tasks, content, agents, and members — so a group like Finance or Sales Ops gets a tidy home for the work its agents do. Tasks can be scoped to a single team or viewed across the whole workspace.
## What a team is
Open **Teams** from the sidebar to see a searchable grid of team cards. Each card shows the team icon and name, member avatars, an agent count, and a short run-activity pulse from the last couple of weeks. Click **New Team** to create one with a name, icon, and description; you land on its **Overview** dashboard.
Teams come in three flavors:
| Type | What it is | Membership |
| ------------------- | ----------------------------------------------------------------------- | ------------------------------ |
| **Personal** | Your own default team, scoped to you. | Just you |
| **Company** | A managed, workspace-wide team that every member belongs to. | Managed from workspace members |
| **Shared (custom)** | A team you create for a group or project (e.g. Finance, AP, Sales Ops). | You add workspace members |
Personal and Company teams are **managed** — they can't be renamed, archived, deleted, or have members added through the normal team UI. Company team membership follows your workspace members. Custom teams are fully editable by their owners and admins.
## The team Overview dashboard
Every team opens on an **Overview** dashboard that summarizes what its agents have been doing. Use the period switcher (**Today / This month / Quarter**) to change the window.
The dashboard brings together:
* **KPIs** — runs executed, tasks completed, actions taken, and outputs produced for the selected period.
* **Pending Review** — tasks in **Needs Review** waiting for a person to sign off; links straight into the team's review queue.
* **Scheduled and upcoming** — the next runs queued by [schedules](/agents/schedules) and one-time scheduled tasks.
* **Agent activity** — a timeline of recent runs across the team's agents.
* **Recent outputs** — documents, files, and other artifacts agents recently produced.
* **Pinned** — items you've pinned for quick access.
A new or lightly-used team may show empty panels until its agents start running. The activity pulse and agent stack on a team card quietly hide when there's nothing to show.
## What lives in a team
Move between a team's surfaces using the breadcrumb header at the top of the page.
Every run an agent does for the team becomes a trackable task that moves Queued → In Progress → Needs Review → Complete.
Documents, files, folders, and Agent knowledge the team's agents can read and write.
The agents shared with this team — Assistants, Workforces, and Automations — plus a New agent action scoped to the team.
The people in the team and their roles: Owner, Admin, or Member.
General details, task defaults, labels, access, workspace usage, and the danger zone.
The dashboard above — your team's home for KPIs, pending review, and recent work.
### Tasks and Content, in brief
* **Tasks** is where the team's agent work shows up. View it as a **List** or a **Board (Kanban)**, sliced by built-in tabs like Inbox, Review, Active, Scheduled, Recurring, and Approvals. See [Tasks overview](/tasks/overview).
* **Content** holds the team's **Documents**, **Files**, folders, and **Knowledge** (files made searchable for agents). See [Documents and the editor](/content/documents) and [Agent knowledge](/content/agent-knowledge).
Agents in a team act on your connected systems with **your** permissions. Actions that write to NetSuite pause for a human **approval** before they run unless a tool's write policy allows them. Review them carefully — see [Approving and rejecting AI actions](/chat/approvals).
## Roles in a team
Each member has a team **role** that sets what they can do:
| Role | Can do |
| ---------- | ------------------------------------------------------------------- |
| **Owner** | Everything, including transferring ownership and deleting the team. |
| **Admin** | Manage members and settings, add and share content and agents. |
| **Member** | Use the team's agents, work tasks, and contribute content. |
Only team owners and admins (or workspace admins) can add members and change settings. See [Managing a team](/teams/managing) for the full walkthrough.
## Next steps
Add members, set defaults and labels, and manage team content.
Track and manage the work your team's agents do.
Meet the three agent shapes and share them with a team.
See how teams sit inside a workspace and its members.