Manage teams


Create team

Edit/ Delete/ Mark inactive

Edit

  • Click on the ‘Edit’ action

  • Edit relevant details and ‘Update’

If the team is synced with Jira grooup/s, you can not change team members here. That happens only from the Jira groups. Read Sync UpRaise teams with Jira groups

Delete

  • Click on the ‘Delete’ action

  • And confirm the action

  • You can not delete a team if it has any OKRs associated with it. First you need to delete associated OKRs and then delete the team

  • You ca not delete teams if there are any team members associated in te team. First you need to remove team members and then you delete team.

  • If there are any team objectives imported in forms, in that case first delete those distribution/s, then delete relevant team objectives, and then system allows you to delete the team. 

 

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. 

When teams are marked inactive these are few quick facts you need to keep in mind - 

  • You cannot add or remove team members from inactive team/s. 

  • You cannot search inactive teams while creating objectives, sharing objectives/feedback, distributing forms, etc.

  • You can filter active/inactive teams with a status filter on ‘Teams’ tab.  

  • You can not mark a team as inactive if it's a parent or children team, you should remove the hierarchy to mark it as inactive. 

  • Marking team inactive does not impact on UpRaise access of its team members. 

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'

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

Other related readings