Team
A real working unit of one organization, with leaders and members.
Source table: Team in Core Record Types. A Team is a real working unit inside one organization, filed under a catalog term.
Rules and relationships
Link one Parent Organization. Departments can hold more than one department. Head Membership allows shared leadership; Members links memberships, not bare People rows. Classification Term classifies the team and is not the team itself. Positions lists the seats inside the team. The KPI consumer is still named Memebership, and two Team-shaped tables carry other names: CRM Positions and Tooling Grid view. Preserve those technical names until a planned migration.
Lifecycle and checks
Lifecycle Status is Draft, Active, On Hold, Archived or Superseded. No formula checks the team.
Source fields
Names, types, options and links are those configured in Core Record Types. The meaning is the first line of each field description in Airtable. Options describe configuration; they do not prove a rule is enforced elsewhere.
Recorded values
| Field | Type | Meaning | Options, link or calculation |
|---|---|---|---|
| Name | Text | Stores the name of this team inside its company. | Entered value. |
| Lifecycle Status | Single select | Stores where this team stands in its life. | Draft, Active, On Hold, Archived, Superseded |
Links
| Field | Type | Meaning | Options, link or calculation |
|---|---|---|---|
| Parent Organization | Linked records | Links the company this team belongs to. | → Organization · several records |
| Classification Term | Linked records | Links the shared catalog label this team is filed under. | → Classification Term · several records |
| Departments | Linked records | Links the departments this team works across. | → Department · several records |
| Head Membership | Linked records | Links the memberships of the people who lead this team. | → Membership · several records |
| Members | Linked records | Links the memberships of the people on this team. | → Membership · several records |
| Positions | Linked records | Links every seat that sits in this team. | → Position · several records |
| tags | Linked records | No description in Airtable. | → Tag · several records |
Example (fictitious)
Example Roofing LLC runs a “Field Sales” team under its Sales department, filed under the Teams term “Sales”, with one head membership and four member memberships.
Use by other systems
Sync direction and the source view are confirmed only where the note says so; see Architecture and ownership.
| System | Local table | Note |
|---|---|---|
| KPIs & OKRs | Memebership | misnamed table |
| CRM | Team | — |
| CRM | Positions | Team-shaped, misnamed |
| Tooling and Access | Grid view | Team-shaped, misnamed |
| Communication | Team (mirror) | — |