To add Teams, you must have admin rights.
If you're not an admin, you need to be a member of the team to add goals.
What are Teams?
Teams let you organize your goals (as well as your people). Teams enable you to keep track of how certain areas of your business are performing. For example, if you create a Marketing team, you'll have all your marketing KPIs and OKRs in one place.
Which Teams should I create?
The teams you'll create in Perdoo are usually similar to your organization's structure. You can also create Subteams within these teams. Not sure whether to add Subteams? You can find some questions to consider here.
To create a Team:
Click on Configure in the left sidebar
Navigate to the Teams tab
Click on Add team
Add a name
Eg, Marketing, Sales, Product.
Choose a team lead
Haven't invited the lead to Perdoo already? Simply type their email and an invite will be sent when the team is created!
Add team members
As with the lead, if you're yet to invite the team members, type their emails here.
In Advanced Options, add any Subteams that should be nested under this team, e.g. Social Media within Marketing.
If you're yet to create the Subteam, type the Subteams's name here to create it.
Repeat this until you have at least 3 teams 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 teams, favorite the teams you just created so you can keep track of it.
If you wish to, you can create a team when creating an Objective or a KPI.
Which Teams should I join?
The teams 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 team in Perdoo!
To join a Team:
Search for your team using the search feature in the top-right corner.
If your team exists but you're not a member yet, ask the team lead to add you.
Here's how you'll recognize the team lead:
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email email@example.com.
Next article in the quick start guide: Invite your coworkers