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Training Academy / Administration / People & Teams / Creating Teams
Administration • People & Teams Step 1 of 2

Creating Teams.

Build your organizational structure, one team at a time.

Start by creating the teams, departments, functions and sites that make up your company. A clear team structure gives Presto the context it needs for ownership, task assignment, KPI responsibility and reporting.

Create your first team See what to configure
Illustration of an organizational team structure with connected people and an add-person panel
Start with structure

Your teams become Presto's map of the business.

The first-time setup is intentionally simple: create the recognizable parts of the business first. You can refine reporting lines, move teams and reorganize the hierarchy later.

1

Make ownership visible

Teams and team leads create an immediate view of who owns each function, department or site.

2

Prepare for people

Once the structure exists, staff can be added to the correct teams without creating a confusing flat directory.

3

Improve later workflows

A useful team hierarchy supports clearer task ownership, KPI responsibility, permissions and reporting.

Before you create a team

Open Team Actions from the Organizational Chart.

Team Actions is where you create and maintain the organizational units shown on your Org Chart. Everything begins from the team card you want to work with.

Point. Click. Choose.

Access the commands from the team card.

Find the relevant part of your Organizational Chart, open the three-dot menu and use Team Actions to create or maintain teams.

  1. 1
    Open the Organizational Chart Navigate to your company structure and locate the team or parent area where the new team should sit.
  2. 2
    Click the three dots Open the Team Details panel for the selected team card.
  3. 3
    Select Team Actions Choose the Team Actions tab to open the commands used to create and maintain organizational units.
TIP
Think structure first, people second.

Create the teams your employees already recognize. The next People & Teams page will show you how to populate them with staff.

Organizational Chart showing how to open Team Details and access Team Actions
Create the structure

Add a New Team and complete its core information.

Start with the team's basic identity. This is enough to make the new organizational unit useful immediately, while leaving room to refine the hierarchy later.

Edit Team Core Info panel showing team lead, team name, location, icon and team description
Team Actions

Create the team in a few simple steps.

Use Add a New Team, complete the essential team fields and save. You do not need to build a perfect enterprise hierarchy on day one.

  1. 1
    Add a New Team Create a new function, department, site, business unit or other organizational group.
  2. 2
    Name the team Use a clear name employees will immediately recognize, such as Finance, Operations, Quality or Sales.
  3. 3
    Assign the team lead Select the person accountable for leading or representing the team.
  4. 4
    Add the team context Select an icon and location, then add a concise description explaining the team's purpose or scope.
  5. 5
    Save Save the team so it appears within your Organizational Chart and is ready for staff to be added.
NOW
Keep the first pass practical.

Moving, restructuring and archiving teams are important administration capabilities, but they belong later in the People & Teams learning journey.

Core team information

What should you configure?

These are the key pieces of information that make each team easy to recognize and useful across the wider Presto environment.

Team Name Use a clear functional or organizational name that employees already use in everyday work.
Team Lead Assign the person accountable for the team, department, site or organizational unit.
Team Icon Select a visual identifier that makes the Organizational Chart faster to scan and easier to understand.
Location Associate the team with the appropriate country, city, site or office location.
Team Description Add a concise explanation of the team's purpose, responsibilities or business scope.
Create Locations on the Fly If the required location does not yet exist, it can be added while configuring the team.
Move Later Teams can be relocated to another point in the organizational hierarchy as the structure evolves.
Archive Later Inactive or obsolete teams can be archived when they are no longer part of the active organization.
People & Teams setup journey Step 1 of 2 complete
Creating Teams Adding Staff

Your structure is ready for people.

With the core teams in place, the next step is to populate the structure with the staff members who will own work, contribute to KPIs and support day-to-day execution.

← Training Academy Next: Adding Staff →