Available with any of the following subscriptions, except where noted:
🟢 Starter (up to the plan’s step limit) | 🔵 Builder | 🟣 Optimizer |
⚫ Enterprise
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.
🏷️ Label Role Relationships for Added Clarity: Add custom labels to connectors between roles, providing additional context around how team members interact or depend on one another.
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.
✏️ Edit Role Details & Add Notes: Use the sidebar to define the role’s name, description, and supporting notes. You can include documentation, links, or visual references—plus upload PNG images and PDF files directly into the Notes to share org charts, training docs, or role-specific diagrams.
💰 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 Labeling Connectors Between Roles
3️⃣ Labeling Connectors Between Roles
You can add labels to the lines (connectors) between roles to describe the relationship, interaction, or dependency between them.
💡 Example Use Case: Label a connector from "Head of Finance" to "Financial Analyst" as "Budget Reporting" to clarify how financial data flows up the chain for strategic decisions.
How to Add or Remove Connector Labels
Click on the connector line between roles
Enter your custom label to describe the relationship
To delete a label, simply clear the text from the connector
💡 You can also delete the connector itself as usual by selecting the line and pressing the 🗑️ icon, keeping your Teams Canvas clean and organized.
4️⃣ Deleting a Team or Role
4️⃣ 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
🗂️ Organize Teams Around Real Operations: Align your Teams Canvas structure with how your business operates for clarity and efficiency.
🤵🏻 Define Role Responsibilities Clearly: Use accurate role names and descriptions to avoid confusion and improve accountability.
🕒 Keep Hourly Rates Up to Date: Maintain precise hourly rates to ensure your process cost tracking remains accurate.
🏷️ Leverage Connector Labels for Clarity: Label role connections to make interactions, handoffs, or dependencies easy to follow—especially during reviews or training sessions.
📊 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.
Conclusion
Puzzle Teams Canvas gives you the tools to design clear, scalable team structures with visual precision. With labeled connectors, organized roles, and defined responsibilities, your teams can collaborate efficiently, reduce confusion, and operate with full alignment.
Start structuring your teams in Puzzle today to build clarity, improve collaboration, and support your organization's long-term success!