ℹ️ Available on all plans.
Teams organize your goals and people the way your organization is structured. For example, a Marketing team keeps all Marketing KPIs and OKRs in one place. Team members can add and update the team's goals, and you can nest teams in sub-teams to reflect departments.
Add a team
ℹ️ This requires Admin or Superadmin rights.
Go to the Teams list and click + Add team (1 in Screenshot 1).
Enter a Name (2 in Screenshot 2), for example Marketing.
Choose the Team lead (3 in Screenshot 2). The Team lead is added as a team member automatically.
Optionally, add Team members (4 in Screenshot 2). To invite someone who isn't in Perdoo yet, type their email address and select Invite.
Optionally, add Sub-teams (5 in Screenshot 2). To create a new sub-team, type its name and select Create new team.
Optionally, open Advanced options and enter a Slack channel (6 in Screenshot 2) to share goal updates there. See Slack integration.
Click Save (7 in Screenshot 2), or click Add another to save and add the next team.
Screenshot 1
Screenshot 2
To add many users and teams at once, see Import users and Teams.
Add sub-teams
ℹ️ This requires Admin or Superadmin rights.
Sub-teams reflect the structure of larger departments. For example, Onboarding and Support can be sub-teams of Customer Success. Sub-teams can have their own sub-teams, so you can build several levels.
Go to the Teams list.
Click the kebab menu next to the parent team and select Edit team.
Click Sub-teams and select the teams to nest under it. To create a new sub-team, type its name and select Create new team.
Click Save.
Sub-teams appear below their parent team in the sidebar (1). The parent team's page also gets a Sub-teams tab (2) that shows the Team Review status of each sub-team.
Edit a team
ℹ️ This requires Admin or Superadmin rights.
Go to the Teams list.
Click the kebab menu next to the team and select Edit team (1). You can also click the kebab menu at the top right of the team's page.
Change the Name, Profile Picture, Team lead, Team members, Sub-teams, or Slack channel.
Click Save.
Screenshot 3
Archive or restore a team
ℹ️ This requires Admin or Superadmin rights.
Archive a team when it no longer exists, for example after a reorganization or when a temporary project team is done. Its goals and data are kept.
Go to the Teams list.
Click the kebab menu next to the team and select Archive [team name] (2 in Screenshot 3).
Click Confirm.
To restore an archived team, click Show archived in the Teams list. Then click the kebab menu next to the team and select Restore Team.
💡 Archiving a team removes it as the parent of its sub-teams, and restoring it doesn't add them back. Add them again in Edit team.
Delete a team
ℹ️ This requires Admin or Superadmin rights.
Deleting a team can't be undone. The team's goals, such as its OKRs, KPIs, and Initiatives, aren't deleted, but the team is removed as their owner. If you might need the team again, archive it instead.
Go to the Teams list.
Click the kebab menu next to the team and select Delete [team name] (3 in Screenshot 3).
Type delete forever.
Click Delete Team forever.
The team's sub-teams aren't deleted. They become top-level teams.
Good to know
Which teams should we create?
Start with your organizational structure, for example Marketing, Sales, and Support.
How do we set up a matrix organization?
Add each business unit, region, brand, or product line as a team, and add your shared services, such as HR or Finance, as teams too. The business units set their own OKRs, and the shared services contribute to them, for example as Contributors. Shared services usually only have their own OKRs when their work supports the whole company.
Moving from one business unit to several? Turn the original business unit into a team and move its goals to that team.
How do I join a team?
Ask an Admin or Superadmin to add you. To follow a team you're not a member of, favorite it. It then appears on your Home.
Am I a member of the parent team if I'm in a sub-team?
No. Being a member of a sub-team doesn't make you a member of its parent team. Add people to each team they belong to.
How should sub-teams align their OKRs?
That's up to the department lead. A sub-team's OKRs usually align to the department's OKRs. If the department's OKRs only cover goals that need resources from several sub-teams, sub-teams can align directly to Company OKRs instead. See Alignment.
Can we use one Perdoo account for a group of companies?
Yes. Add each company as a team, with its departments as sub-teams. Each company can then add its own Strategic Pillars and goals.
To keep the companies from seeing each other's goals, turn on Restrict visibility of goals in Configure > Features. Standard and View-only users then only see Company goals, the goals of their own teams and sub-teams, and the goals they lead or contribute to. Admins and Superadmins still see all goals, and group leadership can follow overall progress in the Performance Dashboard.
Need help?
Start a live chat with our Support team by clicking the question mark at the left or right bottom of your screen.