How to create and manage a team
- Zhenya Elfimova
General information
As a team lead, you can create and manage your teams. You can track spent time, create and assign workload schemes, track the capacity of your team members.
How to create a team?
To create a team please following the steps below:
Navigate to Teams module
Click on “Create Team” button in the top left corner
Fill in the fields
Click “Create”
Please note, that if Create Team button is disabled, you might miss Team Managers permissions in the app configuration. Please contact your administrator.
See more: Permissions
How to manage a team?
How to add a new member?
To add a new team participant, please follow the steps below:
Navigate to Edit team > Team Members in the top right corner
Click “Add Members“
Fill in the fields: Team member, Role, Workoad calendar
Click Save
Please note, that you can select multiple users in the Member Name dropdown and search for a user by typing user name.
How to create a new role?
As a team lead you are permited 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 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 permission levels:
Permission level | Description | Example |
|---|---|---|
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 role title
Choose permission levels
Click on check con to save the role or to cross icon to discard the action
Created role can be assigned to an existing or to a new team partipant.