How to Add Teams and Skills

Teams and Skills is only on Business and above, learn more

Let’s say you are working on a large cross-functional project. You may want to filter the Board or the List by team to evaluate task status for a group of people. As your team grows, you may want to use the Workload page to determine over-allocation by team or skill.

You can add teams and skills from the manage users page or the Team page. 

Manage Users

You can access the profile popup from the manage users page. First, navigate to the manage users page by clicking your name in the bottom left to open the account menu.

Once there, click the three ellipses and click view profile. The user’s profile popup will appear where you can assign them to teams and skills and add new ones.

Finally, you can add new skills on the manage users page by clicking the wrench icon next to the search icon.

Team Page 

If you are on the Team page, you will see the names of everyone on your team on the left. To the right of the name, you will see the Teams column.

If you hover over the teams column for an individual, you will see "add to team" appear if they are not added to a team.

If they are added to a team you will see the team name and a pencil icon will appear when you hover. To add a person to a team or to modify their team, click the pencil or the "add to team" button.

Next, you can choose to add the user to an existing team by checking the box or by creating a new team. If you would like to change the team names, click the gear icon on the lower right-hand corner. Once the user is added to a new team, it will appear on the teams column.

In addition, you can access the user’s profile page by clicking the three ellipses next to their name, then clicking view profile.

This will take you to the user’s profile popup where you can assign skills as well as add to teams. A skill can be more specific such as C++, UI/UX, etc while a team can be more general such as IT, Product, etc.