Team management
Your team’s structure decides who Plenar can schedule work to. This guide covers adding people to your organization, assigning them to a project, and using the team page. For how their time off and capacity feed the schedule, see Availability; for matching people to tasks by skill, see Skills and assignment.
Add members to your organization
- Go to Settings → Members.
- Click Invite Member.
- Enter their email and pick a role (Admin or Member).
- They join the organization once they accept the invitation.
Admins can invite people and manage roles; regular members can view the team but not change it.
Assign members to a project
Adding someone to the organization doesn’t put them on any project — you assign them explicitly:
- Open the project.
- Go to the project’s team panel.
- Add the member.
Only members assigned to a project enter its scheduling pool — Plenar distributes work across the assigned members.
The team page
Open a team from the dashboard and you’ll see three tabs:
- Charter — your team’s identity document, capturing the “how we work” knowledge that otherwise lives in scattered docs.
- Overview — the team’s operational state at a glance: members, skills, and assigned projects.
- Refine — where ideas become scheduled work: an inbox, a scope view, and a promotion workflow.
Charter
The Charter tab holds the place to capture “how we work” knowledge:
- Mission — what the team owns and why it exists.
- Principles — working agreements, values, and norms.
- Processes — intake, work-in-progress limits, review gates, deploy ownership.
- Communication — standup cadence, channels, response times, escalation paths.
- Decisions — team-level decisions with their alternatives, reviewers, and outcomes.
New members can read it to onboard quickly.
Overview
The Overview tab shows the team’s operational state at a glance:
- Members — everyone on the team as cards (avatar, role, level) or a table.
- Skills — the team’s skill catalog as icon cards. Add a skill by typing in the input; click an icon to change it. (See Skills and assignment to put skills to work.)
- Projects — active projects assigned to the team, with a status pipeline. Click one to open it.
Refine
The Refine tab is where ideas become scheduled work — an inbox of captured ideas, a scope view mapping them to goals and milestones, and a promotion workflow once an idea has an estimate and a home. See Capture and refine ideas for the full flow.
When the team changes
Adding or removing a member, or changing who’s assigned to a project, opens a New Plan so you can see the impact before committing — tasks that reassign, work that shifts earlier or later, and goal ETAs that move. After a big change (a new hire, someone leaving), a recompute lets Plenar redistribute work from scratch.
Common questions
Why doesn’t a new member show up in the schedule? Adding them to the organization isn’t enough — assign them to the project so they enter its scheduling pool.
What’s the difference between an org Admin and a Member? Admins can invite people and manage roles and projects; Members can view the team and do their own work but can’t change roles or remove people.
Where do I set someone’s working days or time off? On the Availability page — capacity and time off live there, not on the team page.
What to do next
- Availability — set working days, time off, and capacity so the schedule reflects reality.
- Skills and assignment — tag skills and let Plenar match people to tasks.
- Invite your team — the guided first-time setup.
- Capture and refine ideas — turn the Refine tab’s inbox into scheduled work.