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.
Creating a New Team
Section titled “Creating a New Team”To create a team:
- Go to Teams in the navigation
- Click Create team (or press
T) - Enter the team details:
- Team name (required): e.g., “Customer Service”, “Platform”, “Q1 Launch”
- Description (optional): A brief purpose or focus area
- Click Create team
You’ll be taken to your new team’s summary page, ready to add members.
Naming tips
Section titled “Naming tips”- 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
Adding Team Members
Section titled “Adding Team Members”There are two ways to add people to a team:
Add existing employees
Section titled “Add existing employees”If employees are already in Protu (from another team or the employees list):
- On your team page, click Add employees
- Search or scroll to find employees
- Select the ones you want to add (click or press Space)
- 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)
Create new employees
Section titled “Create new employees”If the people aren’t in Protu yet:
- On your team page, click Create employee
- Enter the employee’s details
- 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.
What Happens After Creation
Section titled “What Happens After Creation”When you create a team, you’ll see:
Team Summary page
Section titled “Team Summary page”Your team’s home is built around the team intelligence card, which has three sections:
| Zone | What it shows |
|---|---|
| Intelligence | A narrative summary of your team’s dynamics, strengths, and risks, generated by Protu’s analysis |
| Recommendations | Actionable next steps with primary and secondary actions (e.g., “Add a balancing hire” or “Review bridge workload”) |
| Status | Completion 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
Completion states
Section titled “Completion states”The team card adapts based on how many members have completed assessments:
| State | What you see |
|---|---|
| Empty | Prompt to add employees |
| Building | Progress indicator, waiting for completions |
| Below threshold | Some completions but fewer than 3. Intelligence not yet available |
| Threshold | Approaching the 3-member minimum |
| Ready | 3+ completed. Team Intelligence is active |
| Complete | All members have completed |
Understanding Team Status
Section titled “Understanding Team Status”Protu automatically tracks your team’s health through stability badges and completion progress.
Stability badges
Section titled “Stability badges”Protu discovers your team’s stability from membership patterns:
| Badge | What it means |
|---|---|
| Settled | Stable membership for 4+ weeks |
| Shifting | Recent membership changes |
| Growing | Adding members faster than losing them |
| Shrinking | Losing members faster than adding |
| Rotating | High turnover but stable size |
| Inactive | No recent activity or membership changes |
New teams (less than 14 days old) don’t show stability badges. Protu needs time to observe patterns.
Bridge Employees
Section titled “Bridge Employees”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
Editing a Team
Section titled “Editing a Team”To change team details:
- Open the team
- Click the three-dot menu (⋯) in the header
- Select Edit team
- Update name or description
- Save
Archive a team
Section titled “Archive a team”When a team is no longer active:
- Open the team (or find it on the Teams list)
- Click the three-dot menu (⋯)
- Select Archive
What happens when you archive
Section titled “What happens when you archive”| Changes | Preserved |
|---|---|
| Team becomes read-only | All Team Intelligence data |
| Cannot add/remove employees | Individual employee insights |
| Cannot link/unlink roles | Historical snapshots |
| Cannot run comparisons | Membership history |
| Hidden from main Teams view | Searchable and accessible |
Finding archived teams
Section titled “Finding archived teams”- Go to Teams or Settings → Teams
- Apply the Archived filter
- View your archived teams
Restoring an archived team
Section titled “Restoring an archived team”If you need to reactivate a team:
- Find the team in your archived list
- 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.
When to archive vs keep active
Section titled “When to archive vs keep active”| Archive when… | Keep active when… |
|---|---|
| Team is dissolved | You might add people |
| Project is complete | Hiring is planned |
| No longer relevant | Regular comparison needed |
Team Settings Directory
Section titled “Team Settings Directory”For administrative tasks, go to Settings → Teams:
- 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.
Keyboard Shortcuts
Section titled “Keyboard Shortcuts”| Shortcut | Action |
|---|---|
T | Create new team |
A | Add employees to team |
B | Toggle bridge view |
I | Open Team Intelligence |
L | Link a role |
M | Manage members |
N | New role for this team |
R | Open recent activity |
Y | Copy team link |
? | Show all shortcuts |