Managing multiple teams efficiently is critical as your organization scales. Mastering the filters and progress indicators in Team Operations streamlines this process.
Step-by-Step Guide
Access Team Operations:
Navigate to My Team > Team Operations.
Team Cards Overview:
Each team you manage appears as a card showing team name, operational methodology tag, member avatars, and a circular progress bar for overall to-do completion.
Apply Status Filters:
At the top, switch between:
Active Teams: See which teams are currently operational.
Archived Teams: Access records or reactivate archived teams as needed.
Just Mine: Focus only on teams you manage.
Leverage Tag Filter and Sorting:
Use the Tag Filter to display teams with specific projects or departmental tags.
Sort teams by Title (alphabetically) or Last Modified (recent activity).
Search for Teams:
Use the search bar to locate a team by name or relevant keyword for fast navigation.
Monitor Progress Indicators:
Check the circular progress bar for each team to instantly assess how close the operational to-dos are to completion.
Tips
Regularly filter for "Active Teams" to focus on current priorities.
Use tags to coordinate cross-functional efforts or regional/project-based teams.
Address teams with stagnant or slow progress for coaching or support.