Create or join Teams

Teams let you organize your goals (and people). You need to be a member to add goals to a team.

Nick Fischer avatar
Written by Nick Fischer
Updated over a week ago


  • 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.

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

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:

  1. Click on Configure in the left sidebar

  2. Navigate to the Teams tab

  3. Click on Add team

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

  5. 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!

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

  7. 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.

  8. Hit Submit

Pro tips:

  • 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.

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

  • 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:

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

  2. 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

Next article in the quick start guide: Invite your coworkers

Did this answer your question?