How to create a team?
- Annu
Teams are a group of individuals clubbed together by virtue of one or more common attributes. Every company is made of such teams, grouped by their functions, expertise or some other attributes depending on the business need & strategy. Read more about the concept here.
UpRaise supports the creation of such teams. A team can have its title, team members, a team lead (a special type of team member), a parent team, type & description. All this information is used to create org hierarchy chart within UpRaise.
Navigate to company directory >> Teams tab. There are two views for teams, list view and tree view as shown in below images respectively. Teams can be managed from both views.
Adding a team
List view
UpRaise admins can add a new team easily with add team option.
As shown in the image below, the only name field is mandatory and rest of the fields are optional while adding a new team.
Only admins/super admins can add or edit team logo. If there is no team logo, it shows the initial of the team name as a team logo on the team profile. The system accepts any gif, png, jpg, jpeg, bmp & tiff image up to 5mb as a team logo.
Tree view
Click on Add Team option at right corner to add a new team from the tree view.
Add team pop up will open where you can add team name and other team attributes and click on create.
From users tab
Another way a team can be added is from the users tab while adding or editing a user. New team text would appear in the bracket as highlighted below. When the user is added/updated, the new team will be reflected in the team tab.
On this page
In this section
- Concepts - Users, Roles, Designations, Managers, Teams, Profile sections & Profile attributes
- UpRaise user management
- UpRaise teams management
- UpRaise designations
- UpRaise user roles management
- Profile attributes
- How to manage columns on users page in company directory?
- What all filters are available to search users & teams in company directory?