Add Team Reviews to summarize the key takeaways for the month to the rest of the organization.
Encouraging a habit of reflecting on progress and achievements is a proven way to achieve more goals, while also cultivating transparency and nurturing collaboration.
Enabling Team Reviews
ℹ️ This requires Superadmin rights.
To enable (or disable) Team Reviews go to Configure > Progress reporting > Teams.
Customizing Team Reviews
ℹ️ This requires Superadmin rights.
By default, Team Reviews will ask the following:
Wins & Observations
Challenges
Superadmins can customize the Team Reviews template to suit your organization. Update your Team Review questions or topics to help facilitate your monthly review, or any other leadership ritual you already use internally.
Since Team Reviews are part of your Progress Reports, you'll also need to define:
Frequency: How often you want Team Reviews (and goal updates) to be aggregated for Teams.
Grace period: Since often data isn't available until after the month is over, you can allow more time for Team leads and goals leads to submit Reviews and update progress.
Update reminders: When should Team leads be reminded to submit their Team Reviews via email and in-app. This will control when the blue 'Add Review' button appears on the Team Lead's Home. The button will appear from the date specified until the end of the grae period.
Progress Report Emails: When Team members will receive an overview of their Team's Progress Reports via email or Slack.
Submit Team Review from your Home
You'll see a blue button 'Add Review' on your Home:
This will open a modal with a side panel that contains the Team's Goals and Progress reports so you have access to this information while filling out your form
The Review button will only be visible on Home during the update window (from when the reminder email is sent until the end of the grace period). If you've missed the deadline, you can retroactively submit your Team Review by going to the Progress reports tab on your Team page, selecting the month or cycle and clicking Add Team Review.
Review submitted Team Review
Progress reports tab
To find completed Team Reviews, use the Progress reports tab on Team profile pages and click the arrow to view details:
Progress report email
Team members and anyone who has favorited the team receive a Progress report email for the Teams.
Slack channel
ℹ️ This requires Superadmin rights.
Send Team Reviews to your team's Slack channel through Configure > Integrations > Slack.
Have a question?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.