The People section gives you a single view of every team member across all your teams. Each member has a profile page that brings together their key information, history, and activity in one place.
Accessing People
Navigate to Teams from the sidebar. You will see a list of all your team members across your teams. Use the team filter to narrow the list to a specific team, or use search to find someone by name.
What the Profile Shows
A member profile brings together everything Manager Toolkit knows about that person. The page is organised into several sections:
Personal Details
Latest Catchup
Sentiment Summary
Recent Actions
Assigned Targets
Catchup History
Starting a Catchup From the Profile
You can create a new catchup directly from a member's profile. Click the New Catchup button and the form will open with the member already selected. This is a quick way to log a conversation without navigating away from the profile.
Filtering by Team
If you manage multiple teams, the People list can be filtered by team to focus on a specific group. The filter persists as you navigate between profiles, making it easy to work through a team one member at a time.
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