Creating Your 1st Team in Presto PDCA

Your journey to team creation and effective collaboration begins here!
Follow this step-by-step guide to set up your first team effortlessly

Start Here!
Watch this 6-min Training Video

Building Your First Team in Presto PDCA

This video will guide you through creating your first team, adding staff members, assigning roles, and performing role reconciliations, all from the Presto dashboard. Upon completion, follow the step-by-step guide below

There Are 3 Core Elements Required For Creating A Team On the Dashboard

1.
Team
Creation

2.
Staff
Assignment

3.
Role
Allocation

Your first baby steps

Step-by-Step

1. Click here to add a new team to your dashboard

2. Click here to name your new team

3. Search for and drag the team member into the team leader box

4. Repeat the same steps for the staff members

Creating New Contacts (e.g. Staff) from the Presto PDCA Dashboard

5. If the staff member you seek has not yet been added to the company directory,
you can create him/her on-the-fly by clicking here

6. Complete the new contact creation form

7. Save

Creating New Roles from the Presto PDCA Dashboard

8. If the role you would like to allocate is not yet available in the role menu (right panel), you can create it on-the-fly here

9. Add new role here

10. Save

11. Allocate role to contact using the drag-and-drop

12. Click here to save your new team

13. Click here

Congratulations! You have finished the exercise