A team’s leader is automatically assigned to any project the team is attached to (if no one else is picked manually), so setting the right leader matters.

To set a team leader:

1. Make sure the person you want as leader already has the “Team Lead” role set on their user account if not, edit their profile first and change their role to Team Lead.
2. Make sure they’re already a member of the team you can’t set someone as leader who isn’t a member yet.
3. Open the team and choose Set Leader.
4. Select them from the list.
5. Save both the outgoing and incoming leader are notified of the change.

Good to know:

• This is a two-step requirement: the right org-wide role AND team membership. If you try to assign someone who doesn’t have the Team Lead role yet, you’ll be prompted to update their role first.