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Operations🚀 COMING SOONModule 47

Team Management

Workload View, Roles & Team Performance

Manage team workload, roles and access permissions. See who is assigned what, who is overloaded, and how each team member performs across all modules.

What is Team Management?

Team Management gives managers visibility into how work is distributed across the organisation. The workload view shows every team member and their current task load — from CRM activities to support tickets to project tasks. Role-based access controls who can see, edit or manage each module. The org chart visualises your company structure. Performance dashboards aggregate individual metrics across CRM, support, projects and more. When combined with Team Goals & KPIs, managers can track OKR progress per team member in real time.

🚀This feature is currently in development. Enter the platform and install it from the App Store the moment it launches.
Key Capabilities
Workload view — tasks per team member
Role-based access management
Org chart visualisation
Cross-module performance dashboard
Team availability calendar
Manager alerts for overloaded members

How It Will Work

01
Add team members and assign roles
02
View workload distribution across all modules
03
Set role-based access for each module and feature
04
Monitor individual and team performance from the dashboard
05
Get alerts when team members are overloaded or idle

Frequently Asked Questions

How does this differ from HR Management?

HR Management handles the administrative side — contracts, attendance, leave. Team Management handles operational workload — who is doing what, and how they are performing.

Can I control access per module?

Yes. Role-based permissions let you control who can access, view or edit each module and feature.

Does it connect to other modules?

Yes. Workload aggregates tasks from CRM, Projects, Support Desk and any module that assigns work to team members.

Works Best With

Team Management connects natively with these modules — install them together for the full automated workflow.

Team Management is coming soon.

We are building Team Management right now. Enter the platform to see what is live today — and get notified the moment this launches.