Uplevel provides you with agency to customize your dashboard to best suit the working patterns and needs of your team. You can adjust who is on your team, kanban vs. sprints, which components of Sprint Health should be factored in for your team, and much more.

Changing your team in Uplevel

Team Builder enables you to create and edit teams to monitor and act upon Uplevel insights in ways that better suit your team’s working patterns.

Select a team to view team-specific insights

Select any of the team picker icons at the top of your Uplevel dashboard to view insights specific to that team’s sprint and the individuals on that team. The team picker icons highlight all of the teams you have either created or been added to. If you have direct reports that are a part of a team you are not on, you will also see those teams.

Create a new team

You can access the Team Builder to create a new team in two ways. First, you can select the “create a team” button next to the team tiles on the bottom portion of the homepage. Second, you can select the settings icon on the left hand side of your dashboard from any tab in Uplevel. Once either of those options are selected, you will arrive at the Team Builder page.

To create a new team, you will fill out a Name and select whether or not the team uses sprints. If the team does use sprints, this is also where you may assign the Jira project and board. Finally, you can select the individuals to add to the team and click “Create Team”.

Edit an existing team

From the Team Builder page, you can edit any of the teams you have created or belong to by clicking the ellipsis (three small dots) to the right of the team name and selecting “edit”. This enables you to edit the team name, project, board, and team members.

If your org chart team is incorrect, please reach out with details via the blue “?” pop-up in Uplevel.

Set your default team

From the Team Builder page, you can also specify your default team by selecting the “Make my default team” button. This will specify which team you would like to see first when logging into your dashboard and can be changed at any time.

Frequently Asked Questions:

Who can create a new team?

As mentioned above, Uplevel strongly believes that process improvement, timely support, and healthy working patterns are best achieved as a team sport. Thus, anyone (director, manager, and IC) can create a new team in Uplevel.