The "Teams" feature in flowit allows Admin users to efficiently create, manage, and organize teams across the platform. Whether you're setting up new teams, assigning roles, or establishing hierarchies, this feature offers everything you need to manage your organizational structure. 🛠️
🔍 When to Use the Teams Feature
When onboarding new departments or groups
When restructuring your organization
When assigning evaluators and roles to team members
To track goals and define responsibilities
💡 Why It's Useful
Enables clear team structure and visibility
Supports efficient collaboration through role assignments
Automates the evaluation structure
Offers flexible customization and editing options
🧩 Key Features and How to Use Them
1. Creating a New Team
Navigate to Admin > Teams.
Click on “+ Create New Team”.
Fill in the team details:
Team name (required)
Team type
Status (active/inactive)
Description and team goals
Click “Create New Team” to save.
2. Adding Members
After creating a team:
Click “Add Member”.
Search for people by name.
Assign roles using checkboxes.
Add multiple members at once.
Click “Add” to confirm.
3. Assigning a Team Lead or Evaluator
Enter the team member's name.
Check the boxes for Team Lead and/or Evaluator.
Evaluation pairs are created automatically between evaluators and team members.
4. Adding Subteams
Click “+ Add Subteam”.
Search for the team to assign as a subteam.
Optionally include the subteam’s lead as a member of the parent team.
Subteams are listed at the bottom of the overview and can be deleted if needed.
✏️ Editing Teams
Go to Admin > Teams and select the team.
Click the orange pencil icon to:
Add/remove roles and members
Edit evaluation pairs
Add subteams
Change team details (name, type, status, description, goals)
✅ Don’t forget to click “Update” to save your changes!
🗑️ Deleting a Team
Go to Admin > Teams and select the team.
Click the orange pencil, scroll down, and click “Delete”.
Confirm deletion. ⚠️ Deleted teams cannot be restored!
📺 Need more help?
Check out the tutorial videos linked within the platform for step-by-step guidance.