✔ Available on Scale and Enterprise subscriptions.
What
Skills are capabilities or areas of expertise that are associated with an individual user, beyond their Role.
Why

  • More informed, accurate resourcing decisions based on capabilities
  • Better visibility into what talent is available across the team
  • Stronger task execution as the precise talents will be assigned
  • Identify and close skills gaps before they block delivery
  • Easily know where to grow team members in certain skill sets.
Who
  • Site admins can manage Skills.
  • Standard users and client users with the profile permission to: 
    • Manage People, Roles, and Companies and manage Skills.
When
- You need to ensure the right expertise is assigned to specific work—beyond just their Role. 
- You need to differentiate between people holding the same Role.

Add a Skill

Skills are housed in the People tab in Teamwork.com.
  1. Click People in Teamwork.com’s main navigation menu. People might be hidden under the …More option
  2. Switch to the Skills tab
  3. In the Skills tab, click + Add skills
  4. Type the desired Skill, assign to team members if ready, and click Add

Once the Skills has been created, it will appear in the list. Do note the list is in alphabetical order.

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Assign a Skill

Skills can be assigned in a number of ways:
  1. In the Skills tab, simply hover over the + beside the Skill, and click Add people to skill. Select the relevant team members in the drop down menu
  2. In the People tab, click into the empty cell under the Skills column for a team member. Click + Add skill, and select the relevant skills from the drop down menu
  3. In the People tab, click the three dots on the far right of a team member, and click Edit. In the edit user modal, add relevant skills within the Essentials tab.
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Resource by Skill

Skills are surfaced in filters across all sections of the Planning tab, to help with even more precise resource allocation and planning. 

In the Resource Scheduler

  1. Click Planning in Teamwork.com's main navigation menu. Planning might be hidden under the ... More option.
  2. Switch to the Schedule tab, and head into the People tab.
  3. Ensure that People are grouped by None (not by Role)
  4. Filter in the top right corner, and select the desired Skills to show in view.

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Similar filtering functionality exists when transferring an allocation in the Resource Scheduler from a Placeholder to a named resource—ensuring you can find the best team member to assign to work.


💡 Helpful Tip 💡
Hover over the Skills badge icon to reveal the affiliated skills for each user. This applies in both the Resource Scheduler and the Workload Planner!

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In the Workload Planner

  1. Click Planning in Teamwork.com's main navigation menu. Planning might be hidden under the ... More option.
  2. Switch to the Workload tab.
  3. Filter in the top right corner, and select the desired Skills to show in view.

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In the Planning Overview

  1. Click Planning in Teamwork.com’s main navigation menu. Planning might be hidden under the … More option.
  2. Switch to the Overview tab.
  3. Filter in the top right corner, and select the desired Skills to show in view.

Best practices

  • To really grasp your company structure within Teamwork.com and stay as organized as possible, ensure your people are also assigned to a Team and have a Role.
  • To indicate level of proficiency within a Skill, create multiple skills with different names like “Figma 1”, “Figma 2”, and “Figma 3”.
  • Stack your filters, Role first then Skill, to narrow down your search and find the perfect match. For example, “Junior Developer”, then “CSS”.