Teams

Organize and manage teams within your organization

What are Teams?

Teams are groups of members who work together on products, projects, and OKRs. They help organize work and define ownership across your organization.

Key Features

  • • Organize members into groups
  • • Assign team leaders
  • • Link teams to products and OKRs
  • • Track team performance

Use Cases

  • • Product teams (Engineering, Design)
  • • Cross-functional teams
  • • Department teams
  • • Project-based teams
How It Works

Creating Teams

  1. 1. Navigate to Teams section
  2. 2. Click "Add Team" button
  3. 3. Enter team name
  4. 4. Assign team leader (optional)
  5. 5. Add team members
  6. 6. Save team

Managing Teams

  • • View team overview and members
  • • Edit team details and structure
  • • Add or remove members
  • • Change team leader
  • • Delete teams (with confirmation)

Team Leadership

Team leaders have special permissions to manage their team's OKRs and coordinate work. They serve as the primary point of contact for the team.

Team Structure

Team Information

  • • Name: Team identifier
  • • Description: Team purpose
  • • Leader: Team manager/lead
  • • Members: Team participants

Team Relationships

  • • Linked to products
  • • Assigned to OKRs
  • • Connected to members
  • • Associated with projects
Permissions & Roles

Team management follows the organization's permission structure based on user roles.

Admin & Product Leader

  • • Create and delete teams
  • • Edit all team details
  • • Assign team leaders
  • • Manage team members

Team Members

  • • View team information
  • • See team members
  • • Access team products/OKRs
  • • Limited editing rights

Important

Only Admins and Product Leaders can create and manage teams. Team Members and Stakeholders have read-only access to team information.

Team Management Best Practices

✓ Do This

  • • Keep team sizes manageable (5-10 people)
  • • Assign clear team leaders
  • • Define team purpose and scope
  • • Update team composition regularly
  • • Link teams to relevant products

✗ Avoid This

  • • Creating teams without clear purpose
  • • Overlapping team responsibilities
  • • Teams that are too large
  • • Frequent team restructuring
  • • Missing team leadership
Getting Started

Quick Start

  1. 1. Go to Teams section
  2. 2. Click "Add Team"
  3. 3. Enter team name
  4. 4. Assign team leader
  5. 5. Add members

Next Steps

  1. 1. Link team to products
  2. 2. Assign OKRs to team
  3. 3. Set up team processes
  4. 4. Begin regular check-ins