Overview
In WorkBoard, there are two types of Teams that can be created, functional and dynamic teams. These teams are created and and managed differently. Administrators have the ability to manage permissions for creating these teams, ensuring better control over team creation.
Functional Teams
: The core teams in your organization; what you would find in your organizational chart. Only WorkBoard Administrators can create Functional Teams. For example: Sales, Marketing, Customer Success, Finance, and more.
These Teams are viewable in the By Organization - Teams, Alignment View.
Dynamic Teams (Working Groups)
: Teams that typically encompass cross-functional work, work done between one or more Functional Teams, or subsets of Functional Team Members. Administrators can control who has the ability to create Dynamic Teams, restricting this permission to admins if desired.
You might use a dynamic team to coordinate a new product launch, a new office branch, or an initiative to streamline internal processes.
These teams do not appear in the Organization Alignment View; however, all Teams and their progress to achievement can be viewed in the Heatmap, or by simply searching for the Teams OKRs in the Objective Alignment View.
Note: When you create a Team, you are the Manager (owner) of that Team.
Managing Dynamic Team Creation Permissions
Admins in WorkBoard have the ability to control who can create Dynamic Teams. By default, this permission can be restricted to admins only, ensuring that regular users do not have the ability to create new Dynamic Teams. These permissions are managed through the Admin Tools under Team Settings.
Steps to Manage Dynamic Team Creation Permissions
Ensure you are logged in with the correct admin credentials and permissions.
Navigate to the Admin Tools section in WorkBoard.
Locate and select Team Settings from the list of admin options on the left.
Adjust the settings to restrict Dynamic Team creation to admins only, if desired.
Visibility of the Teams Option vs Permissions
Even after restricting Dynamic Team creation to admins, the Teams option will still appear on the main page for all users. However, only admins with the appropriate permissions will have the ability to create Dynamic Teams. Administrators can also manage permissions for who can create Dynamic Teams, providing an additional layer of control.
Create a Dynamic Team (Cross-Functional Team / Working Group)
Click the Create button
Select Team from the dropdown
Choose a Team name
Search for and add users in your organization
Optionally you can:
Invite users via email if they have not been added to your organization. Learn more about adding and removing team members.
Create a different Workstream other than the default Completion Flow Workstream (named Team Workstream). To do so, type in the name of the Workstream and hit "Enter" on your keyboard. Select a Completion Flow or Custom (create your own) Workstream.
To allow the team to be discoverable in search and the Teams list, use the default setting of Yes. Otherwise, select No. The Manager, Co-Manager, or Team Admin role can change the setting at any time.
Note: If the team is set to hidden, you'll see the hidden icon
on the Teams page.
Select Done
You will be automatically redirected to your new Dynamic Team