The Team section lets you add the people who will work on the issue or process covered by the Kaizen.
You can add multiple team members, choose each member's type and allocate time to each member.
How to use the Team section
Watch the video walkthrough (runtime 2:31)
Step 1
Add the Team section from the available list to the required phase. To learn how, see How to add or remove sections from phases in Kaizen module.
Good to know: A newly added section appears below the last section in the phase.
Step 2
Expand the section by clicking anywhere in the section field, or on the arrow on the right side. You can also use the arrow to collapse the section.
When the section is added for the first time, it contains no members. Click Add Member.
Step 3
The Add Member button is replaced by a search drop-down menu.
A team has four types of members:
Team Sponsor | Team Lead | Team Coach | Team Member |
Good to know: A team can have only one Team Sponsor, one Team Lead and one Team Coach, and multiple Team Members.
You add a person to the team in two steps:
Select the member type.
Select the user.
Click the Select Member Type drop-down menu, which appears when you click Add Member, and choose the member type.
Step 4
After you select the member type, a Select User drop-down field appears.
Click in the field and start typing the name of the user you want to add as the selected member type (in this example, Lead).
Good to know: Matching users appear as you type. Each user's Available Hours are shown below their name, so you can check that the person has availability.
The selected user is added to the list as a Member Card, which shows the member type and the time allocated.
Repeat Steps 3 and 4 to add everyone you need on the team.
Step 5
After you add all team members, you can edit their details from the Member Card.
Click the pencil icon to open the editing options on the Member Card.
In edit mode (the pencil icon disappears), you can change the following:
Time allocation
Enter the time you want to allocate in the input field.
Member type
Click the member type icon next to the delete (bin) icon. A small member type window opens.
Click the type you want to change to.
The icon updates, and a notification in the top-right corner of the screen confirms the change.
Good to know: The member type window also shows Savings Distribution and each member's allocation of the savings, when savings distribution is turned on. To set this up, see What is savings distribution in Kaizen module? and How to distribute savings by default in a Kaizen?
Delete a member
Click the delete icon, the last option in edit mode, to remove a member from the team.
When you finish making changes, collapse the section.
Related features
Workload: Admins can set working hours and days per user. The team builder suggests people by skill and available hours, and View team details shows who is overloaded.
You can export the Kaizen Team View page to Excel.
For other sections you can add to a phase, see What are the various Kaizen phase sections & how to use them?