Teams

Team library

The team library holds the notes, documents, rules and templates your team shares. Team rules stay off for each person until they turn them on.

The Library in the Team section of the sidebar is what the team chooses to share. It has three parts.

Knowledge

Notes and documents the whole team can open: client background, how you handle common requests, pricing, policies. alfred_ can use them when it answers questions or drafts replies for anyone on the team.

Rules

Email rules shared with the team, like “anything from a client domain goes first”. A shared rule is off for each person until they turn it on, so nobody’s inbox changes without their say. See Email rules.

Templates

Replies the team sends often, written once and reused.

Keeping it separate from your own work

Your own notes, boards and rules stay in your own space. Something goes into the team library only when someone puts it there.