Team

Assign work and see the team pipeline

Hand a tender or social lead to a colleague, follow every claim in the Team pipeline, and read the full history in Team activity.

On the Team plan, a manager can hand work to a colleague, see everything the organisation has claimed in one list, and read the history of who did what. These views are for managers. Members work from their own My pipeline.

Assign a tender to a colleague

Open the tender.
On the right, find Assignee. It shows who holds the tender, or nobody yet.
Select Assign. If someone already holds it, the button says Reassign.
Pick a colleague from the list. Each person is shown with their name and email address.
Confirm. For an unclaimed tender the message reads: "Assign to (name)? It leaves the shared queue and moves to theirs."

The tender moves into your colleague's pipeline and off everyone else's queue. Social leads work the same way: open the lead and use Assign or Reassign beside Assignee.

When you reassign a tender that someone else holds, it is taken from them and moves to the new person's queue. The confirmation tells you who it is taken from.

If nobody else is in your organisation yet, the menu offers Invite a colleague to assign this instead. It takes you to the Members page.

Anyone can let go of their own tender with Release. Only a manager can assign or reassign, and only to an active colleague in the same organisation.

The Team pipeline

Team pipeline in the left menu shows every tender your team has claimed, soonest closing first. The number beside it counts the tenders in your team's pipeline.

Select Everyone to see all claims, or pick a person to see only theirs.
Claims are split into Active and Decided. Decided means marked won or lost.
Show closed and Hide closed include or leave out claims whose deadline has passed.
A banner warns you when some of your team's tenders close within 7 days.

Move a deactivated member's claims

When you deactivate someone, their open claims stay with them. The Team pipeline marks the person as deactivated and tells you their claims are waiting.

In Team pipeline, select the deactivated person.
Under Move them all to, pick an active colleague.
Select Reassign and confirm.

Every open claim the person held moves to the colleague you picked. You can also start this from Move their claims on the Members page.

Team activity

Team activity in the left menu lists every claim, release, reassignment and stage change, newest first. It also shows who held a tender before it moved. Use it to answer questions the current state cannot, such as who was working on a tender last week.

Entries include, for example:

claimed, released or reassigned a tender
changed the stage
added a note
marked a tender not a lead, ignored it or put it back in the queue
added, updated or deleted a document
created or revoked a share link

If nothing has happened yet, the page says so. Claim a tender and the history starts.

Every person also has My activity in the left menu, which shows their own history.

Who sees what

Members see their own My pipeline and My activity.
Managers also see Team pipeline and Team activity, and can assign and reassign.
On the Individual plan there is no team, so these views do not appear.

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