Teams Overview

A Team is a global group of Users used in various of interfaces and reports such as Tasks, Jet Streams, Leaderboards, and Goals.

Teams are created in Company Settings (permissions required), Teams. A Team can belong to multiple Companies.

Team Details

These are the high-level details for the Team.

Team Name (required)

Name of the Team.

Team Leader (required)

The active User responsible for the success of the Team.

Description (optional)

Optional comments describing what the Team is and how they should operate.

Status

Status of the Team. Only Active Teams are available for use.

Team Members

These are the Users that belong to the Team. Only active Users can be added to a Team.

Team Companies

These are the Companies the Team can be used in. A Team is on a global level, but can belong to many companies.

Usages

These are the Leaderboards and Goals the Team is currently linked to. In order to delete a Team, it must be removed from these Leaderboards and Goals.

View the Task Report to see what Teams are involved with what Tasks.

Log

These are the notable changes for the Team.

Utilities

This is where a Team is deleted. A Team can only be deleted if it is not being used in a Company Leaderboard or Goal.