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General information

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 follow the steps below or watch this video:
https://youtu.be/HhNYgfwju38

  1. Navigate to the Teams module.

  2. Click on the “Create Team”-button in the top left corner.

  3. Fill in the fields.

  4. Click “Create”.

Please note, that if the “Create Team”-button is disabled, you might not have Team Managers permissions in the app configuration. Please contact your administrator.
See more: Permissions

How to manage a team?

Please follow the steps below or watch our video: https://youtu.be/id3XDb_3htk

How to add a new member?

To add a new team participant, please follow the steps below:

  1. Navigate to Edit Team> Team Members in the top right corner.

  2. Click “Add Members“.

  3. Fill in the fields: team member, role, workload calendar.

  4. Click “Save”.

Please note, that you can select multiple users in the 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 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.
Learn more in our video: https://youtu.be/6FnpxMaRZ_U

There are four permission levels:

Permission level

Description

Example

Work on issues

  • Can log personal time to the team

  • Cannot log time of other team members

  • Cannot see and manage work logs of other employees

  • Cannot manage the team

Consultans

View team members work logs

  • Cannot log personal time to the team

  • Cannot log time of other team members

  • Can see work logs of other employees

  • Cannot manage work logs of other employees

  • Cannot manage the team

Timesheet admin

Manage team members work logs

  • Cannot log personal time to the team

  • Can log time of other team members

  • Can see work logs of other employees

  • Can manage work logs of other employees

  • Cannot manage the team

Timesheet admin or Team co-owner with limited permissions

Manage this team

  • Cannot log personal time to the team

  • Can log time of other team members

  • Can see work logs of other employees

  • Can manage work logs of other employees

  • Cannot manage the team

Team co-admin

To create a new role, please follow the steps below:

  1. Navigate to Edit team > Roles & Permissions in the top right corner.

     

  2. Click “+Add new role”.

  3. Type the role title.

  4. Choose permission levels.

  5. Click on the check icon to save the role or the cross icon to discard the action.

     

  6. The created role can now be assigned to an existing or to a new team participant.

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