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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.

Creating 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.

 

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Editing the Function:

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

 

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Selecting the Org Unit:

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

 

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