Create and Manage Dynamic Teams (Working Groups)

Overview

In WorkBoard, there are two types of Teams that can be created, functional and dynamic teams. These teams are created and and managed differently.

Functional Teams mceclip0.png: The core teams in your organization; what you would find in your organizational chart. Only WorkBoard Administrators can create Functional Teams. For example: Sales, Marketing, Customer Success, Finance, and more.

These Teams are viewable in the By Organization - Teams, Alignment View.

Learn more about creating and managing functional teams.

Dynamic Teams (Working Groups) mceclip1.png: Teams that can be created by anyone and typically encompass cross-functional work, work done between one or more Functional Teams, or subsets of Functional Team Members.

You might use a dynamic team to coordinate a new product launch, a new office branch, or an initiative to streamline internal processes.

These teams do not appear in the Organization Alignment View; however, all Teams and their progress to achievement can be viewed in the Heatmap, or by simply searching for the Teams OKRs in the Objective Alignment View.

Note: When you create a Team, you are the Manager (owner) of that Team.

Create a Dynamic Team (Cross-Functional Team / Working Group)

  1. Click the Create button
  2. Select Team from the dropdown
  3. Choose a Team name
  4. Search for and add users in your organization

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    • Optionally you can:
      • Invite users via email if they have not been added to your organization. Learn more about adding and removing team members.
      • Create a different Workstream other than the default Completion Flow Workstream (named Team Workstream). To do so, type in the name of the Workstream and hit "Enter" on your keyboard. Select a Completion Flow or Custom (create your own) Workstream.
  5. To allow the team to be discoverable in search and the Teams list, use the default setting of Yes. Otherwise, select No. The Manager, Co-Manager, or Team Admin role can change the setting at any time.
    Note: If the team is set to hidden, you'll see the hidden icon mceclip0.pngon the Teams page.
  6. Select Done
  7. You will be automatically redirected to your new Dynamic Team 
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