Skip to main content

Team vs Personal Projects

You don't select whether a project is personal or a team project. The moment you add a team member, a personal project becomes a team project.

Personal Projects​

A personal project is just for you to view and edit. Nobody else can see it unless you share it with them. You'll find your personal projects under Personal Projects on the Projects page.

You can send a page from a personal project to a client on any paid plan. They'll only see that page, not your whole project. See Client Revisions.

On the Personal plan, all your projects are personal projects, since you can't work in a team on a Personal plan. On Studio and Pro, you can still create personal projects for work that's only yours.

Good For​

  • Individual creators, writers, graphic designers and photographers working on their own
  • Freelancers who send pages to their clients for feedback and approvals
  • Planning a project on your own before you bring a team in
  • Work on Studio or Pro that you don't need to share with your team, like moodboards or research only you need

Team Projects​

A team project is one you work on together with a team, which is available on a Studio or Pro plan. You'll find your team projects under Team Projects on the Projects page.

Everyone in the team who's been added to the project can work on it, and so can all the team's admins, even if they haven't been added to it. You can also send a page from a team project to a client.

Good For​

  • Architecture, interior design, design and creative studios working in small or large teams
  • Digital agencies and art galleries where more than one person works on each project
  • Event studios, producers and set designers working with a crew on a shoot, event or set
  • Art and creative directors working with designers, photographers and 3D artists
  • Bringing a freelancer onto a project. See Adding and Paying for a Freelancer

Turning A Personal Project Into A Team Project​

To share a personal project with a team, you'll need to be on a Studio or Pro plan. Anyone on the team can add the team's members to the project, and only the team's admins can invite someone new. On the Personal plan, Share with team is greyed out.

  1. Open the project, hover Share in the header and select Share with team. The Edit Team For window opens
  2. Under Team, select the team the project will belong to. If you're an admin and don't have a team yet, enter a New team name to create one
  3. Click the team members you want on the project to select them. If you're an admin, you can also click + to add a row, and select someone from another team or enter the email of someone you want to invite
  4. If you're an admin, select their Access, Admin, Team or Freelancer, and which inventories and calendars they can use under Inventory access and Calendar access. For a freelancer, also select For how long they'll be on your team. See Roles
  5. Click Invite

Everyone you add gets an invitation by email, and as a notification if they already use Formta. The project moves to Team Projects on your Projects page, and it'll show on their Projects page once they've accepted.

A team project stays a team project, even if you remove everyone from it later. On Studio, each new person you invite to your team takes one of the users on your plan, while adding someone who's already on the team doesn't. See Team Billing.

Inventory & Calendar Access​

If you're an admin, you'll also select which inventories and calendars a team member can use when you add them. That way someone can work on your project without seeing sensitive documents like contracts or your personal schedule. If you're an admin, you can change a team member's access at any time in Account → Team management: click the Projects, Inventory or Calendars column on their row, and add or remove what they can use. See Changing What Someone Can Access.

Tips​

  • Plan on your own first: Set up the pages and elements as a personal project, and add your team once it's ready for them
  • Only share the inventories and calendars people need: Contracts and your personal schedule stay private, and everyone sees less clutter
  • Add your work preferences: They're a short guide for a new team member or client to learn how best to work with you