🧭 Team Lead
FuturnFlow · Role manual

The Team Lead's guide to FuturnFlow

Team Lead is a company role, plus something you can be on a team. You assign and review your team's work and keep it moving. Everything a Team Member can do, plus distributing work.

What "Team Lead" means here

There are four system roles. Team Lead is a company role (rank 40 by default) whose system role is Member.

The default Team Lead role carries: create tasks, assign work, edit work, view internal items, and view activity logs. An admin can change this list. It does not include managing projects, so you see only the projects your teams are on or that you were added to, and you can't decide task reviews unless you are also a Manager on the project.

Separately, you can be a Manager of a team. On the Teams page, that lets you add people to your team, remove them, and make or unset team leads. It is set by an admin or another team manager.

At a glance

✓ Typically yours

  • Assign tasks to people and teams
  • Create tasks and set their details if your role allows it
  • Add and remove people on a team you manage
  • Use the board, My Work, comments, and checklists

Not part of the role

  • Managing the whole workspace, roles, modules, or billing
  • Creating projects or clients (unless your role has those permissions)
  • Seeing projects your teams aren't on

Key how-tos

Manage your team

  1. Click Teams in the sidebar and find your team.
  2. Use the add-people button to invite people. Each one must accept.
  3. On a person's row, use Make lead or Unset lead, or the remove icon.

Assign and rebalance work

  1. Open Tasks (the board) and use the Assignee filter to see one person's work.
  2. Open a task. In Details, change Assignees or Assign to teams, if your role can assign work.
  3. Set priority and due date. Due dates also feed the Calendar and the reminder emails.

Review work

  1. Approval requests addressed to you appear in your bell and in Approvals → Waiting on me (open Approvals from the Home card).
  2. Open the item, then Approve, or Request changes with a note.
  3. Moving a task from In Review to Done, or back to Revision, belongs to project managers.

Team invitations: accept to get access

Access to projects follows teams. When someone adds you to a team, you get a notification and a banner at the top of the page with Accept and Decline. Nothing is shared with you until you accept. You can be on several teams.

You can open a project if you own it, were added to it individually, or are an accepted member of a team assigned to it. A pending or declined invitation grants nothing. A project you can't see shows a "not found" page on purpose.

Team Lead FAQ

"I can't change a task's assignee"

Your role needs Assign work, and you need to be able to see the project. Ask an admin.

"I can't add someone to my team"

Only a team Manager or an admin can. Ask one to make you a lead.

"How do I change my password?"

Click your avatar (top-right) → Profile & preferences → Change password. Starter passwords arrive by email, so change yours on first login.