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Sub-teams

Nest your teams to reflect your organization's structure in Perdoo.

Updated today

Sub-teams in Perdoo have 2 main benefits.

First, Sub-teams in Perdoo give you the opportunity to reflect your org structure. If, for example, you have a Customer Success department with a Support team and an Onboarding team underneath it, then you can make those teams sub-teams of your Customer Success team in Perdoo.

Sub-teams also allow you to better organize your goals. If you have large departments (e.g. the Marketing department can have multiple teams: Content Marketing, PR, etc), you may end up with a lot of goals at the Marketing level for all the sub-teams. Sub-teams in Perdoo give you the opportunity to better organize your goals by sub-team. That way, the goals at the Marketing level would only represent goals that are relevant for all of the Marketing sub-teams or require the resources across the different sub-teams, instead of all the OKRs that the individual teams within the Marketing department are working on.


How to create Sub-teams

ℹ️ This requires Admin or Superadmin rights.

Before creating a Sub-team, you always first have to create the parent-team.

If the parent-team already exists:

  • Edit the team.

  • Click into the Sub-teams field. Select the team that you'd like to nest under this (parent-)team. If the (sub-)team doesn't exist yet, you can simply type its name to create it.

If the parent-team doesn't exist yet:

  • Go to All teams.

  • Click on the '+ Add team' button (top-right).

  • Click into the Sub-teams field. Select the team that you'd like to nest under this (parent-)team. If the (sub-)team doesn't exist yet, you can simply type its name to create it.

Where to find Sub-teams

In Teams, you'll be able to see your org structure in the sidebar:

If a team has Sub-team(s), there will be a tab called Sub-teams on the team page where you can see a list of the Subteams with their progress reports.

*IMPORTANT:

  • Being a member of a Sub-team does not make you a member of the parent team.

  • Sub-teams can also have Sub-teams, so you can build out multiple layers of your hierarchy.

  • OKRs can align to any other OKRs in the platform. From a best practice standpoint, a Sub-team's OKRs will likely align to the department's OKRs (if the department's OKRs are intended to provide additional focus for the Sub-teams of the department) or a Company OKR (where the department's OKRs only represent goals that require resources across the department). Ultimately how sub-teams align their OKRs is a decision made by the department 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.

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