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Creating Teams

Teams are how you organise people in Protu. When team members complete their assessments, Protu reveals how the team works together: strengths, gaps, dynamics, and who connects you to other teams.


To create a team:

  1. Go to Teams in the navigation
  2. Click Create team (or press T)
  3. Enter the team details:
    • Team name (required): e.g., “Customer Service”, “Platform”, “Q1 Launch”
    • Description (optional): A brief purpose or focus area
  4. Click Create team

You’ll be taken to your new team’s summary page, ready to add members.

  • Use names your team actually uses (e.g., “Engineering”, “Sales”, “Platform Squad”, not “Engineering Team 3”)
  • Include context if helpful (“Q1 Launch” tells you it’s time-bound)
  • Protu warns you if a team with that name already exists

There are two ways to add people to a team:

If employees are already in Protu (from another team or the employees list):

  1. On your team page, click Add employees
  2. Search or scroll to find employees
  3. Select the ones you want to add (click or press Space)
  4. Click Add X employees

The modal shows:

  • Not on any team: Employees who aren’t assigned anywhere yet
  • On other teams: Employees already on other teams (adding them creates a bridge)

If the people aren’t in Protu yet:

  1. On your team page, click Create employee
  2. Enter the employee’s details
  3. Save

This creates a new employee record and adds them to the team. You can then invite them to complete their assessment separately from the employees list.


When you create a team, you’ll see:

Your team’s home is built around the team intelligence card, which has three sections:

ZoneWhat it shows
IntelligenceA narrative summary of your team’s dynamics, strengths, and risks, generated by Protu’s analysis
RecommendationsActionable next steps with primary and secondary actions (e.g., “Add a balancing hire” or “Review bridge workload”)
StatusCompletion progress (X of Y profiles complete), member avatars, and team trajectory

Below the card you’ll see:

  • Hiring pipeline: Roles linked to this team and candidate readiness (see Hiring Into Teams)
  • Recent activity: Member changes, role links, assessment completions

The team card adapts based on how many members have completed assessments:

StateWhat you see
EmptyPrompt to add employees
BuildingProgress indicator, waiting for completions
Below thresholdSome completions but fewer than 3. Intelligence not yet available
ThresholdApproaching the 3-member minimum
Ready3+ completed. Team Intelligence is active
CompleteAll members have completed

Protu automatically tracks your team’s health through stability badges and completion progress.

Protu discovers your team’s stability from membership patterns:

BadgeWhat it means
SettledStable membership for 4+ weeks
ShiftingRecent membership changes
GrowingAdding members faster than losing them
ShrinkingLosing members faster than adding
RotatingHigh turnover but stable size
InactiveNo recent activity or membership changes

New teams (less than 14 days old) don’t show stability badges. Protu needs time to observe patterns.


When someone is on two or more teams, they become a bridge (or connector).

Bridges are valuable because they:

  • Carry information between teams
  • Spot cross-team issues early
  • Create coordination that org charts miss

Protu automatically identifies bridges and shows:

  • Which teams they connect
  • Whether you have single-point-of-failure risks
  • How your team’s connectivity compares to others

To change team details:

  1. Open the team
  2. Click the three-dot menu (⋯) in the header
  3. Select Edit team
  4. Update name or description
  5. Save

When a team is no longer active:

  1. Open the team (or find it on the Teams list)
  2. Click the three-dot menu (⋯)
  3. Select Archive
ChangesPreserved
Team becomes read-onlyAll Team Intelligence data
Cannot add/remove employeesIndividual employee insights
Cannot link/unlink rolesHistorical snapshots
Cannot run comparisonsMembership history
Hidden from main Teams viewSearchable and accessible
  1. Go to Teams or SettingsTeams
  2. Apply the Archived filter
  3. View your archived teams

If you need to reactivate a team:

  1. Find the team in your archived list
  2. Click Restore team

After restoring:

  • Team status returns to Active
  • All functionality is re-enabled
  • Insights recalculate based on current data

Note: If employees have left since archiving, team composition may have changed.

Archive when…Keep active when…
Team is dissolvedYou might add people
Project is completeHiring is planned
No longer relevantRegular comparison needed

For administrative tasks, go to SettingsTeams:

  • View all teams in a sortable table
  • Filter by status (Active, Archived)
  • See member counts, linked roles, creation dates
  • Archive or restore teams

The main Teams page focuses on intelligence; Settings focuses on administration.


ShortcutAction
TCreate new team
AAdd employees to team
BToggle bridge view
IOpen Team Intelligence
LLink a role
MManage members
NNew role for this team
ROpen recent activity
YCopy team link
?Show all shortcuts