Dynamic Team Builder

The Dynamic Team Builder is place where you can build and manage project teams. The Dynamic Team Builder makes it easy to identify the right resources for every project, leverage contextual knowledge to ensure each team member best fits the job, and optimize teams by easily swapping out team members and reassigning work as needed. 

Build a Project Team

When kicking off a Project, you need to select Resources to add to your Project Team. Project owners will automatically appear as team members. You can build out your team by adding Resources in the Team tab.

1. In the All Work tab, in the left sidebar, hover over the project that you want to add a team member to and click on the More Actions icon that appears.
2. Select Edit Project. Alternatively, double click on the project.
   
   
   
   Tip: You can also access Project Details from the Performance tab Portfolio View. To do this, hover over the row for the project that you want to add a team member to, click on the More Actions icon on the far right, and select Project Details.
   
3. This will open the Project Details. Click on the Team tab. This will open the Dynamic Team Builder.
4. If your project was cloned from a template, you'll likely have roles on your team already. These are just placeholders for the resources that will complete the project work. To replace a role, click on the action menu icon  and select Reassign Work & Remove.
5. In the right side bar, look for the resource you would like to add to the team. By default, TaskRay will suggest resources with the role you are replacing. Hover over the identified Resource and click Assign Work.
6. Repeat steps 4 & 5 until all roles are removed from the team.
7. If you would like to add additional Resources to the team, start typing the name or role of the resource that you want to add and select it as a filter.
8. In the results that return, hover over the resource you want to add to the team and click Add to Team. 
   Note: Newly added team members will receive a Project Team Notification email.

Manage a Project Team

Although you build out project team's to the best of your ability, they can change. A resource is out on leave, someone is over worked, projects are reprioritized, etc. Throughout the project, you may easy way to manage your project team and make adjustments. The Dynamic Team Builder is the best way to manage changes as they arise. 

1. In the All Work tab, in the left sidebar, hover over the project that you want to add a team member to and click on the More Actions icon that appears.
2. Select Edit Project. Alternatively, double click on the project.
   
   
   
   Tip: You can also access Project Details from the Performance tab Portfolio View. To do this, hover over the row for the project that you want to add a team member to, click on the More Actions icon on the far right, and select Project Details.
   
3. This will open the Project Details. Click on the Team tab. This will open the Dynamic Team Builder where you can see information about each resource on the team. 
4. Click on the action menu icon to make a modification to an existing team member. There are 4 potential options available:
   • Reassign Work: This action will reassign all remaining open tasks and checklist items the team member owns. This is a great option if a resource can't see out the remainder of the work on the project but needs to stay on the project team.
   • Reassign Work & Remove: This action will reassign all remaining open tasks and checklist items the team member owns. This is a great option if a resource can't see out the remainder of the work on the project and no longer needs to be on the project team.
   • Reassign Project Owner: This action allows you to transfer ownership of the project from the current team member to another resource.
   • Remove: This action will remove the resource from the project team. This option will only be available if the team member has no open tasks or checklists. 
5. For the first 3 actions, the right side bar will return a list of resources to reassign the work/project to/ By default, TaskRay will suggest resources with the same role as the current team member.
   Tip! Don't see the resource you are looking for? You can always change the filters by clicking the X next to the filter applied and searching for a new one.
6. To complete the action, hover over the desired resource and click Assign Work or Set as Owner.

In addition to modifying existing team members, you can also add new team members. To do so:

1. Navigate to the Team tab for a project, if you're not already there. 
2. In the right side bar under Add New Team Member, start typing the name or role of the resource that you want to add to the team, and select it as a filter.
3. In the results that return below, hover over the resource you want to add to the team and click Add to Team.
   
   Note: Newly added team members will receive a Project Team Notification email.

Additional Options for Managing Project Teams

• Build a Project Team with the Customer Onboarding Kickoff Flow
• Bulk Add or Remove Team Members
• Use Flow to Automate Assignment