To represent cross-functional teams and goals in Perdoo, you have 3 options.
Use Contributors to mark who's helping out with that goal.
When creating Objectives or Results, find this under Advanced Options:
b. When editing Objectives or Results, find this in the right side panel:
2. Create a new, (temporary) Team that comprises of users from both teams:
Go to Configure
Navigate to the Teams tab
Click on Add Team
Add a name
Choose a Team lead
Add Team members
In Advanced Options, add any Subteams that should be nested under this Team
Hit Submit
3. ℹ️ Available on Supreme.
Create a custom tag to represent the other team or teams:
Go to Configure > General > Tags
Click the + icon to add a tag
Name your tag, add a description (optional), and pick a color to quickly identify it
Hit Submit
Then add the tag to your Objective:
Open the Objective that you wish to tag
Find the Tags field in the right side panel
Click Add tag and select your tag(s)
Click Done
4. ℹ️ Available on Premium and Supreme.
When you create an Objective, select Shared ownership and pick the respective Teams. This will first need to be enabled through Configure > Features in order to see the options.
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.