Creating and Managing Teams
Teams are the primary organizational unit in iKanban. Each team has its own issues, projects, documents, members, and GitHub connections.
Creating a Team
During Setup
When you first create a workspace, the setup wizard prompts you to create your first team. Enter a name and it's created automatically.
After Setup
To create additional teams:
- Click the + button next to "Teams" in the left sidebar
- Enter the team name (e.g., "Backend", "Design", "Infrastructure")
- Click Create Team
The new team appears in the sidebar with its own section for Issues, Projects, Documents, Members, and GitHub.
Team Structure
Each team contains:
| Section | Purpose |
|---|---|
| Issues | Team-level kanban board for tracking all work |
| Projects | Specific initiatives or products with their own boards |
| Documents | Shared knowledge base: specs, plans, notes |
| Members | Who's on this team and their roles |
| GitHub | Connected repositories |
Managing Team Members
Adding Members to a Team
Members must first be part of the workspace before they can be added to a team.
- Go to your team's Members tab
- Click Add Member
- Search for workspace members by name or email
- Select their role for this team
- Click Add
Members can belong to multiple teams simultaneously.
Team Roles
| Role | Permissions |
|---|---|
| Admin | Manage team settings, members, GitHub connections |
| Member | Create and edit tasks, documents, and projects |
| Viewer | Read-only access to tasks and documents |
Workspace vs Team roles: A workspace admin has admin access to all teams. Team-level roles only apply within that team.
Removing Members
- Go to the team's Members tab
- Find the member in the list
- Click the ... menu next to their name
- Select Remove from Team
Removing someone from a team doesn't remove them from the workspace. They'll still have access to other teams they belong to.
Team Settings
Access team settings by clicking the gear icon next to the team name in the sidebar, or navigating to your team and clicking Settings.
Available Settings
- Team Name — Change the display name
- Team Identifier — The short prefix used in issue identifiers (e.g.,
ENG-123) - Default Assignee — Automatically assign new issues to a specific member
- Issue Labels — Create custom labels for categorizing issues
Team Identifier
The team identifier (e.g., ENG, DES, OPS) is used to prefix issue numbers. Issue ENG-42 belongs to the "Engineering" team. Choose a short, memorable identifier — it cannot be changed after issues are created.
Navigating Between Teams
Use the sidebar to switch between teams. Click a team name to expand it and see its sections. The currently active team is highlighted.
If you're on the Issues page, you'll see only that team's issues. Use the team selector at the top to quickly jump between teams.
Archiving a Team
When a team's work is complete and you want to keep its history but stop adding new work:
- Go to Team Settings
- Scroll to the bottom
- Click Archive Team
Archived teams are hidden from the sidebar but remain accessible from Settings. All their data (issues, documents, history) is preserved.
Deleting a team permanently removes all its data. This cannot be undone. Archive instead of delete if you want to preserve history.