How to Set Up and Manage Departments

Categorize your team members based on roles, projects, or any criteria that suits your needs, and unlock a world of efficient management and detailed reporting. This guide will take you through all the steps, from enabling departments to adding, managing, and even removing them as needed.

Enabling Departments:

1. Go to Settings > Departments.
2. Turn “Departments” ON.

Adding a New Department:

1. Go to Settings > Departments.
2. Click “Add New Department.”
3. Enter a name for the new department.
4. Click “Add” to save.

Adding Team Members to a Department:

1. Go to Settings > Departments.
2. Select the department.
3. Click “Add Members.”
4. Choose team members from the list.
5. Click “Add Members.”

Note: A team member can be part of one department only and each department has one manager. 

Removing Team Members from a Department:

1. Go to Settings > Departments.
2. Select the department.
3. Tap on "Edit" and choose team members from the list.

Removing a Department:

1. Go to Settings > Departments.
2. Tap on "Edit" and select the department.

Note: Team members from the removed department will be assigned to the default “No Department” list.

By effectively managing departments within Atto, you can enhance team organization and generate comprehensive reports that provide valuable insights into team performance and departmental contributions. If you encounter any challenges or require further assistance with department management, feel free to reach out to the Atto support team for guidance.