Teams Overview

Workstatus allows you to create teams within your organization. The Teams feature makes assigning multiple users to a project easier. It also allows you to assign a Team Lead so that you can delegate common day-to-day tasks like creating schedules, setting up user roles and projects, as well as approving timesheets and time-offs.

Creating a new Team
Editing Teams
Editing the team name
Editing the team’s members
Editing the team’s projects
Providing manager access to a specific team member

Creating a new Team

STEP 1

Navigate to Teams on the sidebar.

STEP 2

Click on the Add team button to create a new Team.


STEP 3

Type a name for your new Team, then select Teammates and Team Lead as below.

Team leads manage the team and all the projects assigned to it. Their extra permissions include:
Approving timesheets
Approving Time Off requests
Schedules shifts

These permissions can be modified through the Team Leads tab on the Edit team dialog.

STEP 4

Choose the project/s for your new Team then hit Save button.

After completing the set-up, you’ll receive a popup that your new Team has been created:

Editing Teams

To edit an existing Team’s name, members, and/or projects, navigate to Teams on the sidebar menu, then next to the team you wish to edit, click on Actions -> Edit team.

Editing the team name.

On the Edit team dialog, click on the General tab. Assign a new team name, then hit Save.

Editing the team’s members

On the Edit team dialog, click on the Teammates tab then add/remove team members on the Teammates form field, then hit Save.

Editing the team’s projects

On the Edit team dialog, click on the Projects tab, then add/remove projects on the Team projects field then hit Save.

Providing manager access to a specific team member

You can assign one or more users within an existing team as a Team Lead to have manager access. Users assigned as Team leads will be able to approve timesheets, time-offs, and create schedules for the team.

Project roles supersede Team Lead access. Team leads can only see the screenshots and activity of other team members if they are set up as project managers within assigned projects.

STEP 1

To assign a Team lead to an existing team, click on Teams on the sidebar, then next to the team name, click on Actions -> Edit Team.


STEP 2

Navigate to the Team Leads tab, then choose the team members you wish to assign as Team Leads.

You can also toggle the Permissions settings to enable/disable the assigned Team Leads from being able to approve timesheets, time-off requests, and schedule shifts. You may also adjust notification settings for each permission.

Once you’re done, hit Save.

Updated on: 03/03/2023