Create & Manage a Squad

​

Overview

Create and manage Squads from the Mesh Canvas — use Create Squad (or the squad creation flow from Hire → Assemble Team when available). Cowork does not expose a separate Project Rooms product screen.

​

Create a Squad

1. On the Mesh Canvas, open Create Squad (or Hire → Assemble Team).
2. Fill in:
   • Name (required)
   • Color (optional — helps spot the squad on the canvas)
   • Goal (optional — short description of what the squad should achieve)
   • Execution mode — how members coordinate (see Squads fundamentals)
   • Output format — working document update, new document, or review only
3. Add members — pick at least one Digital Employee, up to 8. Optionally mark one as lead and set member order for handoff modes.
4. Save — the squad appears as a node on the mesh with a shared working document.

​

Squad panel

Click a squad node on the mesh to open the Squad panel. From there you can:

• View members and the lead
• Open the shared working document
• Start or monitor a squad run
• Edit name, goal, color, execution mode, and output format
• Add or remove members (still capped at 8)
• Archive the squad when the initiative is done

​

Tips

• Use descriptive names (e.g. “Q4 Market Research”) so squads stay recognizable on a busy canvas
• Keep squads small — coordination cost grows quickly beyond a handful of members
• Plan membership knowing each employee can only belong to one squad at a time

​

Next steps

• Squads fundamentals
• Squad runs

​

Other languages

• Português (BR)
• Español