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How to Configure Subteams
Who is this article for?Please Review Administrators configuring feedback options.
Review Owners have permissions enable feedback settings.
Subteams are created to work on specific tasks or projects while being part of the larger team. The idea is to allow for more focused collaboration and efficient communication within the subteam. Review Owners can set up Subteams within a review. This article will discuss the simple steps to configuring subteams within Please Review.
Configuring Subteams
Participants only see comments and proposed changes made by those within their Subteam.
The Owner, and any Authors in the review, see all participants' comments and proposed changes from all Subteams.
- The review Owner can set up Subteams using the ‘Subteams’ tab during the review setup:
- To add participants to a Subteam, the review Owner should start typing the name of the participant in the ‘Subteam Members’ text box. Please Review will automatically provide a list of available users to select from.
- The name of the Subteam can be changed by simply typing over the default name (i.e. ‘Subteam1’).
- Once the required members have been added to a Subteam, click ‘Save’ to save the changes.
- As part of the review setup, Subteams will be visible in the ‘participants’ section:
Here are a few things to note about configuring subteams:
- Only participants added to the review setup can be added to a Subteam.
- Reviewers can be added to multiple Subteams.
- From a Reviewer's perspective, there is no difference between a standard review and one in which they are part of a Subteam.
- Any participants not added to a Subteam will be able to see all comments and proposed changes made by all participants.
Subteams and Independent Review
If the ‘Independent Review’ option is enabled during review setup, and Subteams are also enabled within the same review, then the independent review option will override the Subteam feature. This means that regardless of the Subteams enabled, all Reviewers will not be able to see each other's comments and proposed changes.
The Owner's experience remains unchanged, and they can see all comments and proposed changes from all participants in the review.
Note: Both Subteams and independent review options relate to Reviewers only. The review Owner, and any Authors in the review, will always be able to see all participants' comments and proposed changes from all Subteams and all independent reviewers.
Subteams and Multi-Phase Reviews
The Subteams feature within Please Review is compatible with multi-phase reviews. Therefore, one or more phases in a multi-phase review can have Subteams enabled.