Functional Team is a team that is automatically formed based on users’ assigned skills or positions.
Unlike Classic Teams, Functional Teams do not require manual user management. Team membership is updated automatically based on the selected skill or position.
Overview
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To create a functional team, you must first assign relevant skills or positions to your users.
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The team composition updates dynamically as users gain or lose specific skills or roles.
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This setup provides greater flexibility, as you can manage team membership by updating users’ skills or positions—no need to manually edit team lists.
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Functional Teams are useful for organizations where users may work across multiple teams, departments, locations, or areas of expertise.
Steps to Create a Functional Team
Once you’ve assigned Positions or Skills to your users, you can create a Functional Team based on one of these attributes.
To create a Functional Team:
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Go to Configuration → Teams → Functional (Dynamic) Teams.
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Click Create a New Team.
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Select the Skill or Position that should be used as the team criteria.
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Click Create.
ActivityTimeline will automatically identify and add all users who match the selected skill or position to the team.
Only users with Admin and Manager user roles have permission to set up and edit such teams.