Managing teams

Creating a Team

1. Navigate to Settings > Teams.

2. Click the + Add new team button.

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3. Enter a team name.

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4. Add team members either manually or by importing from Jira groups.

5. Assign roles to team members:

   • Admin: Can manage settings, add/remove users, and assign roles. The team creator will always have this role.

   • Manager: Can add/remove users and assign roles.

   • User: Can view the team but cannot make changes.
     This role will affect only the team space and actions on the team.

6. (Optional) Customize the team icon, which will be displayed on the OKRs associated with the team and on the OKR Overview. The letter in the circle is always the first letter of the team name.

7. Click Save.

Team Page and Management:

This is the team page. It displays information about team members and their roles. Here, you can change the team name and avatar, as well as add and delete members and change their roles.

1. Changing Team Name and Icon

To modify the team name or icon:

• For the name, click on it (if you're an Admin), edit it, and press Enter to save changes.

• For the icon, click on it (if you're an Admin) to access editing options.

2. Switching to Jira Group-Based Team Members

As a team owner, you have the ability to switch the team type between Jira group-based and individual members. The system will remember the state of each option, but they cannot be used simultaneously. When you choose the Jira group-based option, you assign a role to the entire group. Additionally, you can add multiple groups to one team.

The members are synchronized with Jira, so any additions or removals of users from the group will be reflected in the team members section.

3. Adding New Members

1. Click the + Add new member button.

2. Type in the user's name and select it. It will be added to the table instantly.

3. Change the role if needed. Everyone is “User” by default.

Assigning OKRs to a Team

1. Navigate to the OKR Overview.

2. Select an Objective or Key Result.

3. In the Info section, click on the Teams field.

4. Choose the team(s) to assign the OKR to.

Filtering the OKR Overview by Team:

1. Go to the OKR Overview.

2. Find the column with Teams in the Overview top menu and click the filter icon.

3. Select the teams you're interested in. Filtering results will include both the OKRs in which the selected team is the sole assigned team and those in which it is one of the assigned teams.