Using Organizational Units to Create Teams.

Teams can be created using the Org Unit in the Function. The Team can then be selected from a number of drop-down menus in Meetings and in creating privacy settings for Metrics and Priorities.

To create a team in the Function:

1. Go to the Team View or the Scorecard
2. Select the Function.
3. Select 'More' in the upper right corner and select 'Edit Function'.

• Adding an Org Unit will create a Team. Please note that Functions can only be part of one Team.
• From the pop-up 'Edit Function' window, add the Team's name in the Org Unit.

• Once the Team is created using the Org Unit, the Team can now be selected from a number of drop-down menus.
• For example: when adding Attendees to a meeting, select Teams tab to add the team.