Teams

Socratic’s teams let you create a unified look at the productivity, work commitments, and capacity for any collection of people. By creating teams, you can also see where their worked time is spent using Allocation.

Creating a team

Creating a team is as simple as naming it and choosing the team members who belong to it.

1. Choose Teams in the left-hand navigation. Create a new team by entering the team name, then click on it.

2. On the Definition tab at the top-right of the page, select the people who are a part of the team.

3. Click Save.

Managing teams

The All Teams page shows a summary of demand and work productivity for each team, trended over the period you choose in the upper-left. The arrows indicate directionality by metric relative to the prior period. Hover on any arrow to see the percentage change.

Click any team for its Trends details. The Epics tab shows all the epics for which that team's members have assigned issues. The People tab frames issues by the people working on them and shows their total workload.

If you no longer need a team view you've created, you can archive it from All Teams. Just click the ellipsis (...) next to the team name:

Archiving a team