In order to create team level goals it is necessary to register the teams in the platform. In this article I will show you how to create and update manually, if you are needing to createby spreadsheets, the article "OKRs: How to register teams by spreadsheet?´´ will help you with this demand! :)

In the organization tab> teams.

1- Once you get to the Teams screen, you will find the "New team" button located in the upper right corner of the screen.

2- Enter the team name, leader, members and click "save".

⚠Attention: each team can only have one leader.

There you go, team created! Pretty simple, huh?!

Here is some extra information:

Edit;

You can edit the name of the team and leader by clicking on the pencil icon :

Manage Members;

In this part you can add or remove participants:

Please note: if you need to remove all members at once, contact Chat or your account manager to explain how to do this.

Archive;

When archiving a team, it will no longer appear publicly in the system. The goals and projects will still exist, including in the strategy map and as a source of shared goals. In addition, segments with archived teams continue to exist as normal as well. If necessary, you should change alignments and segments to remove this team.

Questions or suggestions?

#CallInChat!