Setting up Skills and Levels

Assign skills to team members and easily assign tasks and projects to individuals based on their capabilities. Skills are organized by category and include customizable proficiency levels. Once created, Skills can be assigned to team members by Admins or individual users. Learn how to apply skills to your resources in Assigning Skills and Levels to team members.

This article covers:

• Creating and managing Skills categories
• Creating and managing Skills
• Creating and managing Levels
• Related articles

Creating and managing Skills categories

Categories help organize skills by type and application. 

To create a skills category

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Skills.
4. Click Create Category at the top right.
5. Name the category, then click Create.
   
6. The new category will appear at the bottom of the page.

To edit or delete a Skills category

1. Click Admin in the top bar.
2. Select Resources from the dropdown. 
3. Click Skills.
4. Hover over the category you need to edit or delete. 
5. Using the three dots, select Edit category or Delete category.
   
6. Edit Category opens the skill's window.
7. Click into the skill name, edit as needed, then click Save.
   
8. Delete category requires confirmation of the action. All skills within the category will be moved to No category. 
   

Creating and managing Skills

Create skills to define the competencies of your team members. Skills do not need to be contained within categories. Skills not assigned to a category appear under No category.

To create a skill 

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Skills.
4. Click Create Skill at the top right. 
   
5. Name the Skill and assign it to a category, if desired and click Create.
   

To edit a skill

1. Click Admin in the top bar.
2. Select Resources from the dropdown. 
3. Click Skills. 
4. Find the skill to edit. 
5. Click on the Skill name.
6. Use the notepad icon to edit the Skill Name.
7. Update the category, if needed. 
8. Click Save. 

Creating and managing levels

Skills include the ability to create custom proficiency levels allowing you to define the proficiency of your team members by their assigned skills. Levels must be enabled by an Admin before they can be applied to skills or team members. 

To enable levels

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Skills.
4. Click Enable Levels on the top right.
5. Toggle Use levels on skills at the top of the Enable Levels window.
6. Review the list of default levels.
7. Add, remove or reorganize levels as desired. 
   
8. Click Save. 
9. Remember to set levels for skill owners will display advising Admins that all team members assigned to skills will appear as No Level until their actual skill level is assigned.
   

To manage levels

Once levels are enabled, new levels can be added and existing levels can be edited or reorganized. 

1. Click Admin in the top bar.
2. Select Resources from the dropdown.
3. Click Skills.
4. Click Manage Levels
5. Adjust levels as needed and click Save. 
6. To disable levels, toggle off Use levels on skills. 

Related articles

Assigning Skills and Levels to team members