Setting Up Your Team - Manager Toolkit Help

Before you start logging catchups and tracking actions, you will need to set up your team. This guide walks you through creating a team and adding members.

Creating a Team

Navigate to the Teams section in the sidebar. Click the Create Team button and give your team a name. This could be your department name, project team, or any label that makes sense for your management structure.

You can create multiple teams if you manage people across different groups. Each team operates independently, so your catchups, targets, and actions stay organised.

Adding Team Members

Once your team is created, click Add Member and enter the team member's name. You do not need their email address or account - team members are tracked by you, the manager. This means you can start using Manager Toolkit straight away without needing your team to sign up.

For each member, you can optionally set:

Role or job title - useful for keeping track of responsibilities
Catchup frequency - how often you plan to have one-to-one conversations (weekly, fortnightly, monthly, or a custom schedule)
Start date - when they joined the team

Catchup Frequency

Setting a catchup frequency helps Manager Toolkit remind you when a catchup is due. If you set a fortnightly cadence, the Dashboard will flag when it has been more than two weeks since your last recorded conversation with that person.

This is a gentle nudge, not a strict rule. You can always log catchups outside of the schedule. The frequency is per team member, so you can have weekly catchups with newer team members and monthly ones with more experienced staff. Adjust it as your relationship and their needs evolve.

Keep team member names consistent so your records are easy to search later. If someone moves teams, you can update their details without losing history. Start with your direct reports and expand as you settle into a routine.

Once your team is set up, you are ready to log your first catchup.

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