Teams are the way to organize your goals in Perdoo. Sometimes, it can be helpful to nest certain teams. For example, if you have different teams for your content marketing, performance marketing, and SEO goals, you may want to nest these under a parent Marketing team.
💡 Pro tip: At Perdoo, we use the Company’s Teams tab in our monthly all-hands meetings. This keeps us all literally on the same page during the meeting, and avoids us having to click around (which is good to avoid in all-hands meetings).
How to create Subteams in Perdoo
To assign a Team as a Subteam of a parent Team, you first need to create all Teams and Subteams.
ℹ️ This requires Admin or Superadmin rights.
Once you’ve created your Teams, you can easily link your Subteam to your main Team by following these steps:
Go to the parent Team's page. Under Company & Teams in the left-hand navigation, select All teams.
On the Team's page, select the parent Team to which you want to connect a Subteam.
Next to the team’s name at the top of the page, click the pencil icon to edit the Team.
In the modal, scroll down and expand Advanced Options.
In the Subteams field, search for and select your Subteam.
Click Submit to save your changes.
* NOTE: To link a Subteam, you need to be a member of the parent Team, an Admin, or a Superadmin.
Where to find Subteams
To view a Team's Subteams, just head to the parent Team's page, and go to the Subteams tab.
You can view all the nested Teams from the parent Team's Subteams tab. From this tab, you can drill down into each Subteam to view its goals. This can help, for example, the Head of Marketing or CMO to get a quick but reliable overview of how all the Marketing goals are performing.
On the Company page, you’ll find all the top-level Teams on the Teams tab. This is great for the CEO and anyone else who wants to get a high-level overview of how different areas of the business (eg, Sales, Finance, Product) are performing.
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.