---
title: "Teams"
slug: "v4clientteams"
tags: ["version4", "v4", "collaboration", "client", "teams"]
updated: 2023-09-22T08:25:16Z
published: 2023-09-22T08:25:16Z
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Teams

Teams is where you can define all the stakeholders in a job and define their roles. This highlights which staff have a role for a particular Job – basically, a role address book. It is often best to assign items like tasks to a team role instead of a person. Therefore, if this person leaves a Job and is replaced by somebody else it can be updated in one location.

- Go to Task List
- Select task "Review Report"
- 12d Synergy ribbon => Edit ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/74b57a5b-741f-4b00-a6fe-2b93fb253cd8.png)
- Update the assigned user

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/026d1bfa-a061-440a-b39e-606e377a87d8.png)

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/5fc75fa1-8ebe-4440-b566-49f96a13995c.png)

- Return to Team in the job tree.

To change the Contact assigned to a Role

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/583e3d41-358d-4b19-99d6-01e618d36ff2.png)

The task won't be affected; however it will now be assigned to you as viewed in "My Active Items".

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/ce2de637-7215-4f13-8b9f-4319a9da67a6.png)