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As a team lead, you can create and manage your teams. You can track spent time, create and assign workload schemes, and track the capacity of your team members.
How to create a team?
To create a team please following follow the steps below:
Navigate to the Teams module.
Click on the “Create Team”-button in the top left corner.
Fill in the fields.
Click “Create”.
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Please note, that if Create Team the “Create Team”-button is disabled, you might miss not have Team Managers permissions in the app configuration. Please contact your administrator. |
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To add a new team participant, please follow the steps below:
Navigate to Edit team > Team> Team Members in the top right corner.
Click “Add Members“.
Fill in the fields: Team team member, Rolerole, Workoad workload calendar.
Click Save“Save”.
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Please note, that you can select multiple users in the Member Name member name dropdown and search for a user by typing the user name. |
How to create a new role?
As a team lead, you are permited permitted to create a new role and assign it to any team participant. You might need to create a new role to assign it to a controller, who should track the time of all employees in your company. Or you would like to create a team co-owner role, so your deputy can manage the team during your vacations.
There are 4 four permission levels:
Permission level | Description | Example |
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Work on issues |
| Consultans |
View team members work logs |
| Timesheet admin |
Manage team members work logs |
| Timesheet admin or Team co-owner with limited permissions |
Manage this team |
| Team co-admin |
To create a new role, please follow the steps below:
Navigate to Edit team > Roles & Permissions in the top right corner.
Click “+Add new role”.
Type the role title.
Choose permission levels.
Click on the check con icon to save the role or to the cross icon to discard the action.
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The created role can now be assigned to an existing or to a new team
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participant.