Team workflow

Create a team space for ongoing collaboration, documentation, planning, updates, and recurring work.

A team workflow supports ongoing collaboration, not just one project. The goal is to give the team one place for communication, documentation, planning, and recurring work.

Best for

• Functional teams
• Department teams
• Internal operations
• Ongoing cross-project work

Recommended setup

Create one team space. Inside it, use:

• Pages for team documentation and shared references
• Goals for team priorities
• Chat rooms and post rooms for discussion and updates
• Calendars and events for recurring meetings and deadlines
• Polls for quick input
• Space analytics to review engagement or activity where needed

Suggested structure

Team documentation

Use pages for onboarding notes, process docs, templates, and recurring references. This keeps information in one place and makes it easier for new team members to catch up.

Team updates

Use a post room for weekly updates, wins, blockers, and team announcements. This creates a record the whole team can return to later.

Day-to-day discussion

Use a chat room for quick questions, coordination, and thread-based follow-up. Keep short decisions and clarifications there, but move durable information into pages or post rooms when needed.

Team priorities

Use goals for quarterly or monthly priorities. If the team also needs item-level tracking, pair goals with a database.

Recurring coordination

Use events or a calendar for regular meetings, office hours, or deadlines. If a live session matters to people outside the call, record it and share the outcome afterward.

Suggested pattern

• Pages hold team knowledge
• Post rooms hold visible team updates
• Chat rooms handle fast coordination
• Goals track team priorities
• Events and calendars handle recurring scheduling