Sub-teams in Perdoo have 2 main benefits.
First, sub-teams 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 the entire Marketing department that requires 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
Click on the 3 dot menu next to the team's name and select 'Edit team'.
Click into the Sub-teams field. Select the team(s) that you'd like to nest under this parent team. If the team doesn't exist yet, you can simply type its name to create it.
If the parent team doesn't exist yet
Go to the Teams list.
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 team(s) 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 Sub-teams 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.