Employee turnover can be a pain. When a teammate leaves you have to figure out who will take over all of their responsibilities and make sure that work is actually transferred over. By using Teams, you’re only a few clicks away from getting their former projects to the right people.

Transfer project information with teams

In addition to being an easy way to make sure everyone is on the same page for group projects, teams are a great choice for organizing work you’re tackling individually. They make it easy for a supervisor or project manager to be able to see everything you have on your plate, and they make it quick and simple to transfer some or all of your work over to someone else.

Whether you’re leaving your company, switching departments, or simply have a new role with different responsibilities, whenever you have work that needs to be given to put on someone else’s plate, teams make it quick and easy. If you already have your work organized within teams, it’s just 3 simple steps:

  1. Add the person who will be taking over your work to the relevant team(s)

  2. Transfer ownership of the team(s)

  3. Leave the team(s)

👉 Pro Tip: If the information you need moved is in My Queues, you can quickly move it into a team using the team import and then follow the steps above for easy transfer.

Please Note: If you'll no longer be using your subscription and you're the license admin, you'll also need to update the license admin email address before you go, so someone else can take over managing licenses for the subscription.

If you have any questions on how to best take advantage of teams, just reach out to our customer care team 😊

What’s Next?

Effortlessly manage projects when you create teams to accomplish your goals
Activate team calendars to stay in sync with your team
Create your dream team by setting the right member roles

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