Skip to main content

Manage Teams

The Teams section under Skills > Teams allows you to create and manage groups of people within the platform, making it easier to organize by team, project, or initiative. You can use teams to map specific skills and identify which collaborators meet the requirements for each context.


Overview

At the top of the screen, four indicators give an overview of your teams:

  • Teams — total number of registered teams.

  • I belong to — teams you are a member of.

  • I lead — teams where you are a responsible person.

  • People — total collaborators distributed across teams.

The list displays all teams with the columns: Name, Created by, Owners, Status, People, and Actions. Use the Search field or the Filters button to find a specific team.


Creating a Team

Click Create team in the top right corner — or the center button if no teams have been created yet. A modal will open with the following fields:

  • Name (required) — the team's identifier on the platform.

  • Author (required) — the person responsible for creating it, automatically filled with the logged-in user.

  • Client (optional) — name of the client associated with the team, useful for companies working with multiple clients.

  • Workspaces (optional) — links the team to one or more workspaces.

  • Owners (optional) — users responsible for managing the team.

  • Start date and End date (optional) — the team's active period.

  • Description (optional) — explanatory text about the team's purpose, up to 255 characters with advanced formatting support.

  • Links (optional) — allows you to add relevant links associated with the team. Click Add to include more than one.

After filling in the fields, click Save and continue to access the team's details screen.


Using the Team — Distribution and People

After creating the team, you'll be taken to the details screen, organized into two tabs: Distribution and People.

Distribution Tab

Allows you to define which skills are needed for the team and identify which collaborators have them.

The skills list displays:

  • Name — the selected skill.

  • Distribution — bar indicating how many people have that skill.

  • Required — numeric field to define how many people with that skill are needed in the team.

  • Selected — collaborators chosen for that skill.

  • Actions — option to remove the skill from the team.

Use the Search skills field in the top right corner to add new skills to the list.

Below the skills list, the filter People who have X or more listed skills lets you set a minimum requirement and displays collaborators who meet it, with the columns: Name, Position, Skills, Has, and Actions.

People Tab

Displays the collaborators added to the team, with the columns Name, Position, Status, and Actions.

To add someone, click Add in the top right corner. A search modal will open — type the collaborator's name or email, select them from the list, and confirm. Use the Search field or Filters to find collaborators already added.


Team Status

In the top right corner of the details screen, the status field indicates whether the team is in Draft or Published state. Click it to switch between states. The gear icon gives access to the team's general settings, where you can edit the fields filled in during creation.

Did this answer your question?