Manage Teams

The Teams feature helps you and your teammates group objectives and review them effectively.

Teams can be used to:

• Group objectives by function

  • Example: Engineering, Product, Sales/BD teams

• Track cross-functional initiatives

  • Example: Growth Pod in a matrix hierarchy organization

How to create a new Team?

• Go to Objectives > Teams and click Create Team.

• Enter a unique team name and description so employees can identify it.

• Assign a Team Owner by entering their name.

• Add Followers to notify them and ensure they automatically follow the team.

Create a new team in the Objectives tab.

Adding teams while creating an objective

1. Go to Objectives > Create Objective.

2. In the pop-up, click Add Team.

3. Type the team name you want to create and add it.

4. Add a description for clarity.

5. Add followers to notify them.

Create a team while creating a new objective.

Anyone in the org can create a team and be its owner.

• A team must have at least one owner.

• No restrictions on the number of followers or team owners.

• To limit team creation to admins, email: [email protected]

Modify/edit team details

1. Go to Objectives > Teams and open the team page.

2. Click the three-dot menu next to the team name, then select Manage Team.

3. In the pop-up, you can:

   • Edit the team name

   • Add/remove team owners

   • Modify the description

   • Add followers

Note: Only admins or team owners can modify a team.

Follow a Team

1. Go to Teams in the header menu and select the team.

2. Click the green Follow button to bookmark it for quick access.

Follow a new team by selecting the team name from the main header tab.

Unfollow a team

• Go to Teams in the header menu and select the team.

• Click the three-dot menu next to the team name and select Unfollow.

Unfollow a team by selecting and unfollowing a team from the main header tab.