Administrative Help

Creating and Modifying Skills

Administrators can create and manage a set of skills to define the different areas of expertise in the organization. Skills are organized in skill categories and can be assigned to specific users.

When skills have been set up, users can be added to workspaces and tasks by skill. For example, a project manager might add all workspace members with the skill 'Copy Editing' to the task 'Edit Marketing Brochure'.

Note: To assign skills to a user, follow the procedure for Adding Enterprise Users.

To create a Skill:

On the Administration Home page, under User Settings, click Enterprise Skills.
The Skills screen displays.
Click Add Skill.
The Skill Details screen displays.
Type the name of the skill in the Skill Name box.
Select a skill category from the Category Level list.
Note: If skill categories have not been created, new skills are added to the top-level General category.
In the Description box, type a description of the skill.
Click Save to save the skill.

To Modify a Skill:

In the Skills screen, click the name of the skill to modify. The Skill Details screen displays.
Click Edit Skill.
Edit the Skill Name, Category and Description as required, and then click Save.

To DELETE a Skill:

In the Skills screen, click the name of the Skill to delete. The Skill Details screen displays.
Click Delete Skill. A confirmation message displays.
Click Yes to delete the skill.