Skip to main content
When you create a plan under a team, you control how visible it is to other team members.

Creating team plans

When creating a new plan, you can choose to create it under your personal account or under a team you belong to. Team plans share the team’s credit pool and are subject to team visibility settings.

Visibility settings

Each team plan has a visibility setting:
  • Personal — The plan appears only in your sidebar. Other team members won’t find it through browsing or search, but they can still access it with a direct link.
  • Shared — The plan appears in every team member’s sidebar and shows up in search results. This is how you make a plan discoverable to the whole team.
You can change the visibility setting at any time from the plan header.

Default visibility

You can set your default visibility preference in your account settings. This controls whether new team plans start as personal or shared.

Notification preferences

Team plans support email notifications for collaborative activity:
EventDescription
CommentsSomeone comments on your plan
RepliesSomeone replies to your comment
Review requestsSomeone requests your review
Review responsesA reviewer approves or requests changes
Configure these in your notification preferences to stay informed without getting overwhelmed.

Working with a team