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Team Management

Leemu Support

Last Update hace 7 meses

This guide covers creating, managing, and working with teams in Leemu OKR.Understanding Teams

Teams in Leemu OKR represent departments, groups, or squads within your organization. They enable:

  • Organizing users by function or project
  • Creating team-specific OKRs
  • Tracking team progress separately
  • Managing team-level permissions
  • Facilitating collaboration
Team StructureTeam Components

Each team has:

  • Name: Team identifier
  • Description: Purpose and scope
  • Color: Visual identifier in UI
  • Owner: Team lead or manager
  • Members: People belonging to the team
  • OKRs: Team-level objectives
  • Status: Active or inactive
Team Roles

Team Owner:

  • Creates and manages team
  • Typically the team lead or manager
  • Can add/remove team members
  • Creates team OKRs
  • Views team analytics

Team Admin:

  • Similar to Team Owner
  • Can manage team OKRs
  • Can manage members
  • Views team reports

Team Member:

  • Belongs to the team
  • Views team OKRs
  • Can be assigned team OKRs
  • Contributes to team objectives
  • Creates personal OKRs aligned with team
Creating TeamsWho Can Create Teams
  • Company Admins: Can create and manage all teams
  • Team Admins: May be able to create teams (depends on settings)
  • Members: Cannot create teams
Step-by-Step: Creating a Team

  1. Navigate to Settings > Workspace > Teams

  2. Click "Create Team" or "+ New Team"

  3. Fill in the team form:

    Team Name (required)

    • Clear, descriptive name
    • Examples: "Engineering", "Sales", "Customer Success", "Product Team"

    Description (optional but recommended)

    • What the team does
    • Team responsibilities
    • Scope or focus areas

    Team Owner (required)

    • Select from list of users
    • Typically the department head or manager
    • Can be changed later

    Color (optional)

    • Choose a color for visual identification
    • Helps distinguish teams in reports
    • Default: Green (#84dd63)

  4. Click "Create Team"

Adding Members During Creation

Option 1: Add Immediately

  • Some interfaces allow adding members during creation
  • Select users from list
  • Assign member roles

Option 2: Add After Creation

  • Create team first
  • Then add members (see below)
Managing Team MembersAdding Members

Method 1: From Team Settings

  1. Navigate to Settings > Workspace > Teams
  2. Find the team
  3. Click "View" or "Edit"
  4. Go to "Members" section
  5. Click "Add Member"
  6. Select user(s) from dropdown
  7. Choose role (Admin or Member)
  8. Click "Add"

Method 2: From User Management

  1. Navigate to Settings > Workspace > Users
  2. Find the user
  3. Click "Edit"
  4. In "Teams" section, add teams
  5. Save
Member Roles

Team Admin:

  • Can manage team OKRs
  • Can add/remove team members (depending on permissions)
  • Can edit team settings
  • Views team analytics

Team Member:

  • Can view team OKRs
  • Can be assigned objectives
  • Creates personal OKRs
  • Submits check-ins
  • Participates in team activities
Removing Members
  1. Navigate to team settings
  2. Go to Members section
  3. Find the member
  4. Click "Remove" or trash icon
  5. Confirm removal

What Happens:

  • User loses access to team-specific features
  • User's personal OKRs remain intact
  • Team OKRs assigned to user remain (may need reassignment)
Changing Member Roles
  1. Find member in team settings
  2. Click role dropdown
  3. Select new role (Admin or Member)
  4. Save changes
Team OKRsCreating Team OKRs

See OKR Management for detailed instructions.

Quick Steps:

  1. Navigate to Team OKRs
  2. Select your team (if managing multiple)
  3. Click "Create Objective"
  4. Set level to "Team"
  5. Select the team
  6. Fill in objective details
  7. Add key results
  8. Save
Team OKR Best Practices

✅ DO:

  • Align team OKRs with company OKRs
  • Involve team in OKR creation
  • Focus on team's unique capabilities
  • Set 3-5 team objectives per quarter
  • Assign team OKRs to team members
  • Review team OKRs together weekly

❌ DON'T:

  • Create team OKRs in isolation
  • Duplicate company OKRs exactly
  • Set too many objectives
  • Ignore individual contributions
  • Create without team input
Viewing Team Progress

From Dashboard:

  • Team cards show aggregate progress
  • Member count
  • Objective count
  • Average progress

From Team OKRs Page:

  • List of all team objectives
  • Individual progress for each
  • Status indicators
  • Recent activity

From Reports:

  • Detailed team analytics
  • Progress trends
  • Member contributions
  • Check-in frequency
Editing TeamsUpdating Team Information
  1. Navigate to Settings > Workspace > Teams
  2. Find the team
  3. Click "Edit"
  4. Modify fields:
    • Team name
    • Description
    • Color
    • Owner
  5. Click "Save Changes"

Best Practice: Communicate changes to team members.

Changing Team Owner
  1. Edit team settings
  2. Change "Owner" field
  3. Select new owner from dropdown
  4. Save

What Changes:

  • New owner gets team admin permissions
  • Previous owner may retain admin role or become member
  • Ownership of team OKRs remains unchanged
Deactivating Teams

When a team is no longer active:

How to Deactivate
  1. Navigate to team settings
  2. Toggle "Active" status to off
  3. Or click "Deactivate Team"
  4. Confirm action

What Happens:

  • Team no longer appears in active team lists
  • Team OKRs are preserved
  • Members remain in system
  • Historical data retained
  • Can be reactivated later
Reactivating Teams
  1. View inactive teams
  2. Find the team
  3. Click "Reactivate"
  4. Team becomes active again
Deleting TeamsWhen to Delete
  • Team was created by mistake
  • Duplicate team
  • Test team
  • No historical value

⚠️ Warning: Deletion is permanent!

How to Delete
  1. Navigate to team settings
  2. Click "Delete Team"
  3. Confirm deletion (may require additional confirmation)

What Gets Deleted:

  • Team structure
  • Team settings
  • Team-specific data

What Remains:

  • Team members (users not deleted)
  • Team OKRs (may become orphaned or reassigned)
  • Historical check-ins

Best Practice: Deactivate instead of delete to preserve history.

Team Collaboration FeaturesTeam Dashboard

Each team may have a dedicated dashboard showing:

  • Team statistics
  • Active objectives
  • Recent check-ins
  • Member activity
  • Progress trends
  • Upcoming deadlines

Accessing:

  • Click on team card from main dashboard
  • Or navigate to team-specific view
Team Calendar

View team-related events:

  • Team OKR deadlines
  • Team check-in dates
  • Team milestones
  • Member activities

See Calendar for details.

Team Reports

Generate team-specific reports:

  • Team progress over time
  • Individual contributions
  • Objective completion rate
  • Check-in frequency
  • Alignment with company OKRs

See Reports for details.

Multi-Team ManagementUsers on Multiple Teams

Users can belong to multiple teams:

Benefits:

  • Reflects matrix organizational structures
  • Cross-functional collaboration
  • Multiple reporting lines

Managing:

  • Add user to multiple teams via user settings
  • User sees OKRs from all their teams
  • Can filter by team in views
Cross-Team OKRs

Sometimes objectives span multiple teams:

Approaches:

  1. Single Team Ownership: One team owns, others contribute
  2. Shared Key Results: Different teams own different KRs
  3. Aligned Objectives: Each team has aligned objective

Best Practice: Assign clear ownership to avoid confusion.

Team PermissionsWhat Team Admins Can Do
  • Create and edit team OKRs
  • Add and remove team members (depending on settings)
  • View team analytics
  • Manage team settings
  • Assign objectives to team members
What Team Members Can Do
  • View team OKRs
  • Create personal OKRs aligned with team
  • Submit check-ins on assigned OKRs
  • View team dashboard
  • Participate in team activities
What Team Admins Cannot Do
  • Manage users outside their teams
  • Create company OKRs (unless also Company Admin)
  • Access billing settings
  • Manage other teams
Team Settings and CustomizationTeam Preferences

Customize team experience:

Notification Settings:

  • Team check-in reminders
  • Team achievement notifications
  • Team activity alerts

Display Settings:

  • Default views
  • Sort preferences
  • Filter defaults

Integration Settings:

  • Team-specific Slack channels
  • Team calendars
  • Team webhooks
Team Best PracticesTeam Formation

✅ DO:

  • Create teams based on organizational structure
  • Keep teams focused and purposeful
  • Assign clear owners
  • Define team scope clearly
  • Review team structure periodically

❌ DON'T:

  • Create too many teams (causes fragmentation)
  • Create overlapping teams
  • Create temporary teams for projects
  • Forget to assign owners
Team OKR Alignment

Process:

  1. Company sets top-level OKRs
  2. Teams create OKRs that support company OKRs
  3. Team members create personal OKRs aligned with team
  4. Regular reviews ensure continued alignment

Quarterly Cadence:

  • Week 1: Company OKRs published
  • Week 2: Teams create aligned OKRs
  • Week 3: Individuals create personal OKRs
  • Weeks 4-12: Execute, check in, adjust
Team Communication

Weekly Team OKR Review:

  • Review team objective progress
  • Discuss blockers and challenges
  • Celebrate achievements
  • Adjust plans as needed
  • 30-minute meeting recommended

Monthly Team Retrospective:

  • Review overall team health
  • Assess OKR quality and relevance
  • Adjust for next month
  • Identify learnings
TroubleshootingCannot Create Team

Possible Causes:

  • Insufficient permissions (not Company Admin)
  • Organization limit reached
  • Form validation errors

Solutions:

  • Contact Company Admin
  • Check your role and permissions
  • Verify all required fields
Team Not Showing in Dropdowns

Possible Causes:

  • Team is inactive
  • You're not a member of the team
  • Filters applied

Solutions:

  • Check team status (active/inactive)
  • Verify team membership
  • Clear filters
Cannot Add Members to Team

Possible Causes:

  • Not team owner or admin
  • User already in team
  • User limit reached

Solutions:

  • Verify your role in team
  • Check if user is already member
  • Contact Company Admin for limits
Team OKRs Not Visible

Possible Causes:

  • OKRs archived
  • Wrong team selected
  • Filters applied
  • Permission issues

Solutions:

  • Check active team selection
  • Clear all filters
  • Verify you're team member
  • Check OKR status

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