Onetrace lets you create teams and assign members to them, improving project coordination and communication.
By organising employees into teams, you can:
Monitor workloads and bandwidth capacity
Delegate responsibilities more effectively
Manage access controls and permissions at a team level
Identify skill gaps to guide hiring and training decisions
Add a team, lead and members
How to add a team:
In the left navigation bar, select Settings.
Go to the Teams tab.
Click Add Team.
Enter the Team Name and Team Nickname, then select a Team Lead from the dropdown menu.
Click Add Team to save.
How to assign a team lead:
In the left navigation bar, go to Settings.
Click the Teams tab.
Select the team you want to assign a lead to.
Open the Team Lead dropdown and choose a member of your organisation. The system will automatically save your changes.
How to add members to a team:
In the left navigation bar, go to Settings.
Click the Teams tab.
Select the team you want to add members to.
Open the Members dropdown menu to select multiple people, or use the search bar to find a specific member.
Click Add.
Edit a team name
How to edit a team name:
In the left navigation bar, select Settings.
Go to the Teams tab.
Click the name of the team you want to edit.
Update the Team Name or Nickname fields.
Click Save Changes.
Delete a team
How to delete a team:
In the left navigation bar, go to Settings.
Select the Teams tab.
Find and click the name of the team you want to delete.
Click Delete Team.
In the confirmation box, type DELETE.
Click Confirm to finish.