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How-to Use Teams

Updated over 2 months ago

The Teams empowers organizations to create clear reporting structures, manage team workspaces, and streamline collaboration and service delivery across departments. This guide walks you through setting up managers and teams, understanding team hierarchy.

Setting Up Manager Attributes (Admin Tool)

Establishing a clear organizational hierarchy is the foundation for effective team management. Follow these steps to assign managers:

  • Open the Admin Tool:
    Access the Admin Tool from your MindStaq dashboard.

  • Locate the Manager Column:
    In the Members list, find the new Manager column.

  • Assign a Direct Supervisor:
    Click the field beside a user and select their direct supervisor from the dropdown menu.

Note: Only users with direct reports can become managers and build teams. Assigning a manager builds your organization’s hierarchy.

Creating a New Team

Once managers are set, you can create teams that reflect your organization’s structure:

  • Click Add Team:
    In the Teams section, click the Add Team button.

  • Select a Manager:
    The dropdown will show only users who have been assigned as managers. Choose the appropriate manager for the new team.

  • Add Team Members:
    Add direct reports as team members.

Tip: A person may belong to more than one team under the same manager, supporting flexible collaboration.

Accessing Teams in the My Team

Teams are seamlessly integrated into the My Team tab for easy access and coordination:

  • Navigate to My Teams:
    On the Dashboard page, switch to the Team Operations section to view all teams, their managers, and members.

  • View Team Details:
    Click on a team to see its members.

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