Make ownership obvious
Teams, team leads and staff become visible in one company structure, making accountability easier to understand.
Quick Wins - Step 2 of 9 Set up your
Set up your
Organizational Chart.
Before projects, KPIs and status updates begin to flow, give Presto a clear picture of how your company is structured. Building the Org Chart is fast, visual and surprisingly enjoyable - and the more accurately it reflects your real organisation, the more useful Presto becomes later.
Why this matters
Your structure becomes Presto's map of the business.
A well-built Org Chart gives Presto the context it needs to route work, clarify ownership, find the right people and support accurate task and KPI reporting across the company.
Improve task & KPI assignment
More complete staff data gives administrators more accurate choices when assigning tasks, ownership and KPI responsibilities.
Enable smarter status collection
Presto can later request task updates and KPI results from the right staff members, including people who are not full software users.
Two building blocks
Build the company in two simple layers.
Start with the structure, then add the people. Team Actions creates the company framework; Staff Actions fills that framework with the individuals who make the work happen.
A
Team Actions
Create the teams, departments, functions and sites that make up your organisation, then assign the basic information each team needs.
Explore Team ActionsB
Staff Actions
Add the people who support your company, place them into the right teams, assign licences where appropriate and prepare them for future task and KPI workflows.
Explore Staff ActionsBefore you begin
How to access Team Actions & Staff Actions.
Both sets of commands are accessed directly from the Organizational Chart. Simply open the Team Details panel for the team you want to work with, then choose either Team Actions or Staff Actions.
Point. Click. Choose.
Everything starts from the team card.
Find the team you want to manage on your Organizational Chart. From there, you are only two clicks away from the commands used to manage both the team itself and the people supporting it.
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1Find the team Locate the relevant team, department, function or site on your Organizational Chart.
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2Click the three dots (•••) Select the three-dot menu on the team card to open its Team Details panel.
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3Choose your action At the top of the Team Details panel, select Team Actions to manage the team or Staff Actions to manage its people.
TIP
One team. Two different sets of commands.
Think of Team Actions as managing the structure and Staff Actions as managing the people inside that structure.
Part A - Team Actions
Create the structure first.
Use Team Actions to build the functions, departments, sites and business units that make up your organisation. For most companies, this takes only a few minutes to get started.
Core commands
Add a New Team, then edit its core information.
Create each team from the Org Chart, assign the essential information and save it. You can refine or reorganise the structure later as your Presto environment matures.
- 1Add a New TeamCreate a new function, department, site or other organisational group.
- 2Name the teamUse a clear business name such as Finance, Sales, Operations or Quality.
- 3Assign the team leadSelect the person responsible for leading or representing the team.
- 4Add location, icon & descriptionGive the team useful visual and organisational context.
TIP
Create locations on the fly
If a required country or city is not yet available, administrators can quickly create company locations while setting up the team.
NOW
For this Quick Win, focus only on creation and core information.
Moving, restructuring and retiring teams are useful capabilities, but they belong in later training once the basic Org Chart is established.
Part B - Staff Actions
Add the people who make the organisation work.
Once the team structure exists, populate it with staff. The more complete the staff population, the easier it becomes to assign work accurately and collect updates from the right people.
Core commands
Create one person, upload many, or reuse an existing profile.
Administrators have several ways to populate the Org Chart, depending on whether they are adding one person, onboarding a large population or assigning someone who already exists elsewhere in the company structure.
1
Create New Staff Member
Add a new individual directly from Staff Actions and place them into the appropriate team.
2
Bulk Upload Staff
Use the supplied spreadsheet template to preload and upload multiple staff records efficiently.
3
Add Existing Staff to a Team
Reuse a staff profile that already exists in Presto rather than creating a duplicate record.
KEY
Not every person in the Org Chart needs a Presto software licence.
Including non-users is still valuable. A richer staff directory gives administrators more accurate choices when assigning tasks and KPIs and creates more options for Presto to request task status updates or collect KPI results from staff members.
NEXT
Role allocation is intentionally only introduced here.
The Staff Actions panel can help reconcile whether people are spending the right proportion of time in their assigned roles, but the deeper workload and role-allocation concepts belong in more advanced training.
Quick Win checklist
What does "done" look like?
You do not need a perfect enterprise hierarchy on day one. The goal is to create enough structure and people context for Presto to become immediately useful.
Your main teams exist
The core departments, functions, sites or business units are represented in the Org Chart.
Your people are represented
Key staff members are created, uploaded or assigned to the correct teams.
Presto has usable context
Team leads, locations, licence rights and enough people data exist to support the next onboarding steps.
Quick Win 2 complete.
Your company structure is now visible in Presto. With your teams and staff in place, the next step is to activate the colleagues who can feed task updates and KPI results into Presto without needing to become full software users.