Page Comparison

Create team

• Navigate to ‘Company directory' >> 'Teams’ tab.

• Click on 'Add team'.

• Following are the team attributes associated with team/s.

  • Add team logo - Add an image as team logo

  • Name - Team name, example - Sales, Marketing, etc.

  • Jira groups - Select relevant Jira groups to sync with UpRaise teams. Read Sync UpRaise teams with Jira groups.

  • Parent team - Select relevant parent team.

  • Team lead - Select relevant user as team lead.

  • Type - Select/define team type. Example - Business, Department, Products, Retail, etc.

  • Description - Add relevant description.

  • You can also create a team while creating user /editing user details.

Edit/ Delete/ Mark inactive

Edit

• Click on the ‘Edit’ action

• Edit relevant details and ‘Update’

Delete

• Click on the ‘Delete’ action

• And confirm the action

Mark active/inactive

As mentioned in above panel, when it comes to deleting a team, it becomes a tedious job to remove all user/OKRs associations. These situations might create problems wherein teams are formed & disbanded frequently & OKRs shouldn't be removed from the system. To solve this issue, we have added the ability to mark the team as active/inactive. You can also filter teams with their statuses. 

You can execute all above actions from team profile too. Click on the relevant team name/search it from global search option and then click on in the top right corner. Execute desired action.

Search

• From users page

  • Click on 'Filter' link

  • Search a team by its name in 'Name' field

• Global search

  • In the left-hand top corner, click within search filed

  • Type team name and search

  • This takes you to the team profile page. If you have sufficient permissions, you can edit/view team details

Manage team types

Team type is a team attribute that allowed you to segment teams based on its type/level. For example, you have a team called ‘Human Resources’and that is ‘Department’ level team the Department can be defined as one of the team types.

• Navigate to ‘Company directory’ >> 'Teams' tab

• In ‘Type’ column click on ‘Manage’ link

• On the pop-up you can 'Add/Edit/Delete team type'

If one or more teams are associated with a team type, then you can not delete it. You need to remove that association and then you can delete the type.

Based on these team types you can create extra levels of objectives read Objective levels. 

Other related readings

• User profile/My profile & team profiles

• Team objectives

• Sync UpRaise teams with Jira groups

• How to sync UpRaise team to Jira issue custom fields?

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