Team Management

Creating Teams

Teams help you organize workspace members by function, department, or project. Navigate to Teams in the workspace sidebar and click Create Team.

Provide a team name, optional description, and choose a visibility level:

Public — visible to all workspace members
Private — only team members can see the team and its events

Best practices for organizing teams:

Create teams around functions (Engineering, Design, Marketing) or projects (Project Alpha, Q1 Launch)
Keep teams focused — a team of 3-8 people works best for scheduling
Use private teams for sensitive groups (e.g., Leadership, HR) where events should not be visible to the entire workspace
A person can belong to multiple teams, so don't hesitate to create cross-functional teams for specific initiatives

Open your workspace and create your first team.

Try it now

Team Calendar vs Workspace Calendar

Understanding the difference between team and workspace calendars helps you get the most out of Planim.

Workspace Calendar

The workspace calendar is the aggregated view — it shows events from all teams and all members in one place. Use sidebar filters to narrow the view by team, member, or tag. This is your bird's-eye view of everything happening in the organization.

Team Calendar

Each team has its own dedicated calendar that shows only that team's events. It is a focused view for team-level planning. Access it from the team page by clicking Calendar in the team navigation. When you create an event from a team calendar, the team is automatically assigned.

In practice, use the workspace calendar for cross-team coordination and the team calendar for day-to-day team scheduling. Both support the same features: Day, Week, and Month views with drag-and-drop, resize, and keyboard navigation.

Team Colors

Each team has an assigned color that appears on calendar events. This makes it easy to distinguish events from different teams at a glance.

To change a team's color, go to Team Settings and use the color picker. Planim provides a curated palette of 12 distinct colors designed to be easily distinguishable on the calendar grid. The chosen color will apply to:

All events associated with that team across every calendar view
The team badge in the sidebar and member lists
Multi-participant events that show colored stripes when participants belong to different teams

Pick distinct colors for your teams to make the calendar more readable — avoid similar shades for teams that often have overlapping schedules. High-contrast pairs like blue/orange or green/purple work particularly well.

Members and Roles

Teams have their own role system:

Role	Permissions
Owner	Full team control — settings, members, deletion
Admin	Manage team events and members
Member	Participate in team events

Add members from the workspace member list. A person can belong to multiple teams simultaneously. Use the Add Member dialog in the team members page to add people.

Visibility and Settings

Team settings allow you to control:

Name and description — update at any time
Visibility — public or private
Color — visual identity on the calendar
Transfer ownership — hand off team management to another member

Private teams and their events are hidden from non-members in the workspace calendar.

Example: Organizing Teams for a 20-Person Startup

A startup with 20 people might structure teams like this:

Engineering (8 people, blue) — daily standups, sprint ceremonies, code reviews
Design (4 people, purple) — design critiques, sprint reviews, handoff meetings
Product (3 people, green) — planning sessions, stakeholder updates
Marketing (3 people, orange) — campaign syncs, content reviews
Leadership (5 people, private, red) — exec meetings, board prep, confidential planning

Cross-functional teams for specific initiatives:

Launch Team (6 people from Engineering + Design + Marketing) — coordinates the product launch across departments
Hiring Committee (4 people, private) — interview scheduling and debrief meetings

With this structure, the workspace calendar shows a clear color-coded picture of the entire company. Filter by "Engineering" to see only dev meetings, or toggle on "Engineering" + "Design" to spot scheduling conflicts between the two teams.

Workspaces

Learn about workspace-level management and permissions.

AI Chat Assistant

Ask the AI to schedule meetings for your team using natural language.