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Teams Management

Team management plays a significant role in enhancing the organization, efficiency, collaboration, and unity of a team. It involves managing tasks, creating a collaborative work environment, handling information, monitoring performance evaluations, managing conflicts and problem-solving, as well as fostering unity and direction for the team.

Adding a New Team​

To set up a new team on Simplamo, follow these steps:

Step 1: Click on the "Settings" button on the system interface.

Step 2: On the settings interface page, select the "Team" page, and then click on the "Create New" button.

Step 3: Fill in all the required fields as requested by the system: Team Name, Company, etc.

Note:

  • Fields marked with "*" must be filled in.
  • When creating a new team, you can choose "Private Team".

Editing a Team​

When you need to edit team information, follow these steps:

Step 1: Click on the "Settings" button on the system interface.

Step 2: On the settings interface page, select the "Team" page. Identify the team that needs to be updated.

Step 3: Here, you can update fields such as:

  • Team Name

  • Company

  • Meeting schedule. (You can refer to the details: Here)

  • Add members to the team or create users.

Additionally, at this step, you can also switch the team to "Private Team".

Deleting a Team​

When you need to delete a team, follow these steps:

Step 1: Click on the "Settings" button on the system interface.

Step 2: On the settings interface page, select the "Team" page. Identify the team that needs to be deleted.

Note: When deleting a team, all the data such as Priority Goals, Scorecards, etc., will be "Deleted". Therefore, before deleting a team, you need to coordinate with the leadership and members within the organization.

Filtering Team Data​

When you need to filter team data, follow these steps:

Step 1: Click on the "Settings" button on the system interface.

Step 2: On the settings interface page, select the "Team" page. Choose the "Filter" feature.

Updating Team Leadership​

When you need to update the team leadership, follow these steps:

Step 1: Click on the "Settings" button on the system interface.

Step 2: On the settings interface page, select the "Team" page. Choose the team leadership again.