IMPORTANT:
To add Teams and team members, you must be an Admin or Superadmin.
Standard users need to be a member of the team to add goals for that team.
What are Teams?
Teams let you organize your goals (as well as your people). Teams enable you to keep track of how certain areas of your business are performing. For example, if you create a Marketing team, you'll have all your Marketing KPIs and OKRs in one place.
Your Home makes it easy to keep track of teams. To add a team to your Home view, favorite it, or become a member.
Which Teams should I create?
The teams you'll create in Perdoo are usually similar to your organization's structure. You can also create Subteams within these teams.
To create a Team:
ℹ️ This requires Admin or Superadmin rights.
Go to the Teams list, or click on your avatar in the top right corner.
Click on + Add team.
Add a Name.
Eg, Marketing, Sales, Product.Choose a Team lead.
Haven't invited the lead to Perdoo already? Simply type their email and an invite will be sent when the team is created!Add Team members.
As with the lead, if you're yet to invite the team members, type their emails here.Add Sub-teams.
Add any Sub-teams that should be nested under this team, e.g. Social Media within Marketing. If you're yet to create the Sub-team, type the Sub-teams's name here to create it.
In Advanced Options, add a Slack channel to send goal updates.
Click Save.
Pro tips:
Repeat this until you have at least 3 teams set up to easily see how different areas of your business are performing (e.g. Marketing, Sales, Support).
You can reflect your matrix organization by setting up your different business units as Teams, as well as the shared functional services as their own Teams too.
If you're not a member of those teams, favorite the teams you just created so you can keep track of it.
If you wish to, you can create a team when creating a KPI or Objective.
Which Teams should I join?
The teams that you'll find in Perdoo are usually similar to your organization's structure. Are you a member of the Marketing team, then join the Marketing team in Perdoo!
To join a Team:
Search for your team using the search feature in the top-right corner or the Teams list.
If your team exists but you're not a member yet, ask an Admin or Supeardmin to add you.
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.