Does anyone know if there is a way to add a user’s team to a board? Or to sort by team? For example, I want to be able to sort or filter by a specific team to see the referrals of all users in that team.
Hi Meredith, are you currently tracking the team a user is associated with on the board? If not, there wouldn’t be able to sort/filter this on the board.
That said, there is a Teams feature where you could add users on the account to a specific team. With this, you could use a People Column and assign the Teams you created to their relevant items, and therefore going forward you could filter the board by Teams!
I was hoping to set it up so “If Meredith assigned, assign team Meredith is on”. Then I could sort by team so we could see everyone’s work that’s in my team. But it doesn’t seem to work that way. I found a work around to just have them select the label for their “department”. Would just be nice if it could be automated.
I’m glad to hear you were able to find a workaround, Meredith. That said, in case it’s helpful, I would like to highlight there is a way to automate this!
If you have two People Columns, on your board, one to represent the person being assigned and one to represent the Team, you could use an automation recipe like this one below too:
