Effective teams rely on clear structures, defined responsibilities, and efficient coordination. Puzzle’s Teams Canvas provides an intuitive visual environment to organize your team, define roles clearly, and understand exactly how each team member contributes to your workflows.
Whether you're managing projects, assigning responsibilities, or clarifying team structures, the Teams Canvas empowers you to visualize your organizational hierarchy, enhance collaboration, and ensure every team member clearly understands their role and contributions.
Benefits of Using Teams
🛠️ Efficient Organization: Visually map roles, responsibilities, and team structures, simplifying task assignments and workload management.
👁️ Clear Visualization: Quickly see how each role contributes to workflows, making responsibilities transparent and highlighting areas needing attention.
🤝 Improved Coordination: Foster seamless collaboration by clearly defining and communicating team responsibilities across departments and processes.
Video Guide: Add Teammates To Your Workspace
Step-by-Step Guide
1️⃣ Adding a Team
1️⃣ Adding a Team
👥 Add a Team: Click the Team button in the toolbar to create a new Team section on the canvas.
📝 Provide Team Details: Name your team and include a brief description outlining its role and responsibilities within your processes.
2️⃣ Adding and Managing Roles
2️⃣ Adding and Managing Roles
👤 Create a Role: Select the Role icon from the toolbar to add a new role to your team canvas.
➕ Assign Team Members: Use the "+" icon next to the People dropdown in the right sidebar to assign existing team members to the role. You can assign multiple people to the same role as needed. If a team member isn't in Puzzle, refer to our inviting new team members guide for detailed steps.
✏️ Edit Role Details: Clearly define each role by updating the Role Name and Description within the sidebar to reflect accurate responsibilities.
💰 Assign Hourly Rates: Enter hourly rates directly in the role's sidebar for precise cost tracking across your workflows. For more information, explore our Step Cost Calculator guide.
🌐 Track Role Contributions: The sidebar clearly lists every step the role participates in, providing immediate visibility into workflow contributions. Click on any listed step to navigate directly to its location.
3️⃣ Deleting a Team or Role
3️⃣ Deleting a Team or Role
❌ Delete Team/Role: Click the 🗑️ icon located at the bottom of the right sidebar to remove a team or role.
💡 Best Practices and Tips
🗂️ Thoughtful Organization: Structure teams to mirror your business operations clearly, ensuring roles and responsibilities accurately reflect actual workflows.
🤵🏻 Accurate Role Assignments: Always assign roles based on team members' skills and responsibilities, enhancing efficiency and reducing workflow bottlenecks.
🕒 Regularly Update Rates: Maintain up-to-date hourly rates to ensure cost calculations remain precise, facilitating accurate budgeting and financial tracking.
🛠️ Leverage Sidebar Management:Consistently use the right sidebar to manage roles effectively, track contributions, and make real-time adjustments.
📊 Monitor Contributions Regularly: Frequently review the Summary of Contributions in the sidebar to clearly understand each role’s impact, helping you make informed team decisions.
🔄 Adapt to Change: Regularly reassess team structures and responsibilities as processes evolve, ensuring your Teams Canvas remains relevant and adaptable.
Conclusion
Puzzle’s Teams Canvas transforms how you structure, visualize, and manage your team’s roles and responsibilities. Clearly defining team structures, tracking role contributions, and managing hourly rates contribute to greater clarity, improved collaboration, and more efficient workflow management.
Start leveraging the Teams Canvas today to ensure your teams operate clearly, collaboratively, and effectively—setting your organization up for scalable, long-term success.