Teams

Managing Teams

Group employees into teams for easier organization and reporting.

Teams let administrators group employees however makes sense for your organization - by department, project, function, location, or any other structure. Once set up, teams help keep reporting and time-tracking organized by group instead of just individual employees.

Teams page

Each team card shows:

  • Team Name

  • Team Description - a short note on the team's purpose

  • Team Lead - the employee responsible for the team

  • Number of Members - how many employees are assigned

How to create a new team

  1. Click + New Team.

  2. Enter the Team Name and Description.

  3. Select the Team Lead.

  4. Select the Members to include.

  5. Click Save.

The team then appears on the Teams page, ready to manage.

Managing a team

  • Edit - update the team's details, lead, or members

  • Delete - remove the team when it's no longer needed

Note: Delete a team carefully - it removes the grouping used for organizational and reporting purposes, so anywhere that team was used for filtering or reports will lose that grouping.