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Create or join groups

Create or join groups

Groups let you organize your goals (and people). You need to be a member to add goals to a group.
Nick Fischer avatar
Written by Nick Fischer. Updated over a week ago

IMPORTANT:

  • To add groups, you must have admin rights.

  • If you're not an admin, you need to be a member of the group to add goals.

What are groups?

Groups let you organize your goals (as well as your people). Groups enable you to keep track of how certain areas of your business are performing. For example, if you create a Marketing group, you'll have all your marketing KPIs and OKRs in one place.

Your Home view makes it easy to keep track of groups. To add a group to your Home view, favorite it, or add yourself as a member.

Which Groups should I create?

The groups you'll create in Perdoo are usually similar to your organization's structure. You can also create Subgroups within these groups. Not sure whether to add Subgroups? You can find some questions to consider here.

To create a group:

  1. Click on Configure in the left sidebar

  2. Navigate to the groups tab

  3. Click on Add group

  4. Add a name
    Eg, Marketing, Sales, Product.

  5. Choose a group lead
    Haven't invited the lead to Perdoo already? Simply type their email and an invite will be sent when the group is created!

  6. Add group members
    As with the lead, if you're yet to invite the group members, type their emails here.

  7. In Advanced Options, add any Subgroups that should be nested under this group, e.g. Social Media within Marketing.
    If you're yet to create the Subgroup, type the Subgroup's name here to create it.

  8. Hit Submit

Pro tips:

  • Repeat this until you have at least 3 groups set up to easily see how different areas of your business are performing (e.g. Marketing, Sales, Support).

  • If you're not a member of those groups, favorite the groups you just created so you can keep track of it.

  • Add goals for each group, or invite the group leads (i.e. department heads, team leads), and let them add goals.

  • If you wish to, you can create a group when creating an Objective or a KPI.

Which groups should I join?

The groups 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 group in Perdoo!

To join a group:

  1. Search for your group using the search feature in the top-right corner.

  2. If your group exists but you're not a member yet, ask the group lead to add you.

Here's how you'll recognize the group lead:

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.

Next article in the quick start guide: Invite your coworkers

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