Teams & Views
Create teams, scope work to specific groups, and build custom views with saved filters for focused workflows.
Teams & Views
Teams let you partition work within an organization so each group sees only what is relevant to them. Combined with custom views, teams can tailor their workspace without affecting anyone else.
Anatomy of a team
| Field | Type | Notes |
|---|---|---|
name | string | Display name — “Backend”, “Mobile”, “Platform” |
identifier | string | Short prefix used in issue numbers (e.g. BACK → BACK-42); should be 2–6 uppercase chars |
description | nullable | |
iconUrl | nullable | UI affordance for the sidebar |
members[] | computed | Users with at least one membership row |
A user joins a team via a TeamMember row carrying the user’s role (lead / owner / admin / member). One user can belong to many teams; one team can include many users.
Creating a Team
Open organization settings
Go to Settings > Teams from the sidebar.
Click New Team
Provide a name, an identifier (short prefix for issue numbers — e.g. BACK so issues read BACK-42), and an optional description.
Add members
Select organization members to add to the team. Members can belong to multiple teams; each membership has its own role.
pfai team create "Backend" --identifier BACK
# Add and modify team members via the web UI or the team-members REST API
# (POST /api/v1/teams/{id}/members, PATCH /api/v1/teams/{id}/members/{userId})
Scoping Work to Teams
Once teams exist, work can be scoped in several ways:
- Projects — assign a project to a team. The project appears in that team’s sidebar section.
- Sprints — scope a sprint to a team so only that team’s issues and members are shown.
- Issues — filter any issue list by team to see only issues assigned to team members.
- Roadmaps — filter the roadmap by team to focus on that team’s projects and initiatives.
Scoping is additive, not restrictive. Team members can still access all organization data — team scoping simply provides a focused default view.
Team Switching
Switch your active team context from the team selector in the sidebar:
- Selecting a team filters the sidebar, dashboards, and default views to that team’s work.
- Select All Teams to remove the filter and see everything.
- Your last-selected team is remembered across sessions.
Custom Views
A custom view is a saved combination of filters, sorting, and grouping applied to the issue list. Views let you answer recurring questions without rebuilding filters every time.
Creating a View
- Open the issue list and apply your desired filters (status, priority, assignee, label, sprint, etc.).
- Choose a sort order and optional grouping (e.g., group by status).
- Click Save View and give it a name.
View Visibility
Every view is scoped to one team and either personal or shared (per the isShared flag on the View model):
- Personal Views (
isShared: false) — visible only to the creator. Use for your own workflow like “My open issues” or “Things I’m reviewing”. - Shared Views (
isShared: true) — visible to every member of the view’s team. Useful for shared dashboards like “Sprint board” or “Bug triage queue”. Only the creator and team leads/owners can edit a shared view; other members can use it but not modify.
There is no separate organization-level visibility — for a view that needs to span teams, build it on each team and pin them together in the sidebar. See the dedicated Views page for the full schema and CLI.
Example Views
| View Name | Filters | Grouping |
|---|---|---|
| My Open Issues | Assignee = me, Status != Done/Cancelled | Priority |
| Sprint Board | Sprint = current, Team = active team | Status |
| Bug Triage | Label = bug, Status = Backlog or Todo | Priority |
| Unassigned Work | Assignee = none, Status != Done | Project |
| Overdue Items | Due date < today, Status != Done | Assignee |
Pin your most-used views to the sidebar for one-click access. You can reorder pinned views by dragging them.
Managing Teams
Team leads and organization admins can:
- Add or remove team members.
- Rename or archive the team.
- Manage the team’s shared views.
- View team-level sprint statistics and velocity trends.
Archived teams are hidden from the team selector but their historical data (sprints, velocity) is preserved.