We are thrilled to introduce our new Team Management feature, designed to streamline how HappyCo is used across your organization. It allows you to create and manage teams to enhance workflows within our platform. We built this to complement our centralized maintenance solutions to simplify the complexity of handling a centralized operating model.
Team Management is in an early access release phase and available for customers to activate on their account as they wish. Simply do so from the Release Updates menu item in Admin Center. If you're interested in finding out more about our centralized maintenance solutions check this out.
What is Team Management?
Team Management allows administrators to create and manage teams directly within the Admin Center. This powerful feature ensures that your organizational structure can be effectively mirrored within the HappyCo platform, allowing for streamlined communication and improved operational efficiency when managing teams in HappyCo.
We recommend you set up your maintenance teams so they can be used across our centralized maintenance solutions. See "Where do Teams show up in HappyCo products?" below to find out more.
Definitions
The following definitions explain specific terms used to describe the Team Management feature.
Company Tree: represents the complete organizational hierarchy of teams set up in HappyCo
Ancestor Team: represents the top-level team that is not a sub-team
Team Branch: represents where in the Company Tree a team will sit when it is created, when left blank this will create a new Ancestor Team
Sub-Team: represents a team that is created under another team.
How it works
Create and Manage Teams
1. Administrators can easily create new teams by accessing the 'Teams' menu item from the left navigation menu
2. Select the New Team button and complete each field
3. You can assign one or more owners to a team. In the future, owners will be granted functionality over team management and reporting.
4. Assign any number of your users to the team.
Sub-Teams
A team can be created as a sub-team for another. This is to allow our customers to reflect more complex organizational hierarchies.
You can make a team a sub-team by selecting the appropriate team branch to attach it to. If this needs to change you can always edit the team branch by going back into the team as part ongoing management of the team and its members.
Any team that has sub-teams below it will automatically inherit the members of each sub-team.
You can see your total team structure by going to the Company Tree tab within any team see below.
Team Activation and Deactivation
Teams can be activated or deactivated as needed to reflect current organizational needs. Teams automatically become active when they have been created.
Deactivation
To deactivate a team, go to the team and from the overflow menu select deactivate.
Note: If the team being deactivated has sub-teams, you will be prompted to either select a new team branch, otherwise those sub-teams will become ancestor teams and create their own branches. See the warning message below. You are able to select the other Team Branch if you want to move those sub-teams to that other branch.
Reactivation
To reactivate a team, use the quick filter and select the deactivated team view. From the list of deactivated teams, choose the team you want to reactivate then use the overflow menu and select reactivate.
Note: the team will not retain any of its previous history of sub-teams and branches.
Where do Teams show up in HappyCo products?
Once you have your maintenance teams set up, you will be able to quickly select a team to get full visibility over their workload.
Need to switch between your make-ready maintenance team and a team handling service requests? Toggle between the teams to switch up your view of the Work Assignment Board.