[DC] Manage teams

Teams in OKR for Jira allow you to assign an OKR to a specific team and then filter the main view by the team, creating a focused team view.

This document explains how to create and manage teams, assign OKRs to teams, and filter the OKR Overview by team.

How to create a team

1. Go to Settings > Teams. If no teams exist yet, the list will be empty.

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2. Click Add new team. The team creation form opens.

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3. Name the team, then add members:

   • You can add users manually or sync with Jira groups.

   • For each person or group, assign a role:

     • Admin – Full control over team settings, members, and roles. The person who creates the team automatically becomes an Admin.

     • Manager – Can manage users and roles, but not team settings.

     • User – Can view the team; no modification permissions.

4. Customize the team icon (a circle with the first letter of the team name), which will be shown on OKRs and in the Overview.

5. Click Save.

Your team will appear in the list, and you’ll be redirected to the team’s detail page.

The team page

On the team details page, you can:

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• View team members and their roles

• Add or remove members

• Change roles

• Edit the team name and icon

How to add a new member

1. Click Add New Member.

2. Start typing the user’s name and select it from the dropdown.

3. The user will be added instantly. New members are assigned the User role by default. You can change the role directly in the table.

How to switch to Jira group-based team members

If your organization manages access through Jira groups, you can switch the team to Jira group-based membership.

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• Toggle between individual members and Jira groups as the source of team members.

• Assign roles to entire Jira groups (for example, set a group as Admin or Manager).

• Groups are synced with Jira, which means adding or removing a user in the group will automatically reflect in the team.

Switching between member types will preserve previous configurations, but only one mode can be active at a time.

How to edit the team name and icon

The actions described below can be performed by admins only:

• To edit the name: Click the team name. It becomes editable. Press Enter to save.

• To edit the icon: Click the icon. A dialog will appear with customization options.

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How to assign OKRs to a team

You can assign objectives and key results to one or more teams.

1. Open the Objective or Key Result detail page.

2. In the Info section, find the Teams field.

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3. Click the grey area to open the list of available teams.

4. Select one or multiple teams.

The team icon(s) will appear in the OKR Info section and in the Overview.

How to filter OKR Overview by team

To filter OKRs by team:

1. Go to the OKR Overview page.

2. In the table header, find the Teams column and click the filter icon.

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3. Select the teams you want to filter by.

Results will include OKRs:

• Assigned only to the selected team(s)

• Assigned to multiple teams, including the selected one(s)

You can also choose whether to show or hide lower-level or higher-level items using the filtering options on the right side of the Overview table.