In Team Compass, you can organize your people into teams and teams into departments. This is done so you could set specific team goals and get team-based reports. You can decide which levels you wish to use, based on your team/company structure.
Company
Company level is the top level in Team Compass. You can set company OKRs and see unified progress reports that include all teams, departments and people.
Department
Departments are used to virtually group together different teams. For example: Product, Engineering and Design teams can be grouped together to create a Product & Design department.
Team
In Team Compass, team is a term we use for a group of people. In your company, a group of people could be called team, squad, group, department, crew or something else.
People
People can be added to your teams only. People cannot be added directly to department or company levels.
Adding teams to Team Compass
Adding teams is one of the first steps you need to take when setting up your Team Compass account. Teams reflect the organizational structure – where each person belongs.
To add a team
- Click your profile picture/ initials in the top right corner
- Choose ‘People & Teams’ from dropdown menu
- Click on the blue ‘Add’ button
- Choose ‘Team’ from dropdown menu
- Type in the new team’s name
- Click ‘Add’ to save the team
Adding people to teams
Create groups who work towards a unified goal by adding people in teams. You can set team goals (OKRs) and see the progress reports for a specific team.
Note that every person in your Weekdone account needs to belong to a team. People cannot be added directly to company or department levels.
To add people to teams
- Click your profile picture/ initials in top right corner
- Choose ‘People & Teams’ from dropdown menu
- Click on the team where you want to invite the person
- Click on ‘Add people’ button
- Choose to copy link for invitation or send invite by e-mail
Creating departments
To add departments
- Click your profile picture/initials in top right corner
- Select People & Teams
- Click on the blue ‘Add’ button
- Choose ‘Department’
- Type in the new department’s name, and choose which existing teams belong to the department
- Click ‘Add’ to save the new department
View your structure (org chart)
To view org chart
- Click on your profile picture/initials in top right corner
- Choose on ‘Company settings’ in dropdown menu
- Click on ‘Organisational map’ in the left sidebar