Onetrace enables you to create teams and assign your members to them, improving coordination and communication for projects.
Organising employees into teams enables monitoring team workloads and bandwidth capacity, allows management to delegate responsibilities more efficiently, facilitates team-based access controls and permissions, and provides insights into skill gaps within teams to inform hiring and training decisions.
Within this help guide you will learn how to:
Steps To Add Teams
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Teams tab.
4. Click the Add Team button.
5. Input the Team Name, and Team Nickname and assign a Team Lead using the dropdown menu.
6. Click the Add Team button.
Steps To Assign a Team Lead
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Teams tab.
4. Select the name of the team you wish to assign a team lead to.
5. Using the Team Lead dropdown, assign a member of your organisation as lead.
✨ The system will automatically save the changes.
Steps To Add More Members to Your Team
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Teams tab.
4. Select the name of the team you wish to add members to.
5. You can select multiple members to add to the team using the Member dropdown menu.
✨ You can also search for a specific member to add using the search bar.
6. Click the Add button.
Steps To Edit a Team Name
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Teams tab.
4. Click the name of the team you wish to edit.
5. Make the edits under Team Name or Nickname.
6. Click the Save Changes button.
Steps To Delete a Team
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Teams tab.
4. Click the name of the team you wish to delete.
5. Click the Delete Team button.
6. Type 'DELETE' to confirm.
7. Click the Confirm button.
Need more help?
Feel free to message us via live chat; we will be happy to help! 😁