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[DC] Teams
- Weronika Spaleniak (Unlicensed)
What are Teams in OKR for Jira?
Teams are functionality that allows you to assign an OKR to a particular team and then filter the main view by the team, creating a focused team view.
Later on, we'll add a team dashboard gadget, team statistics on a dashboard, dedicated notifications, and some more features related to teams.
Right now you’re able to create a team, add users, assign team permissions and then assign OKRs to a team and filter the OKR overview.
How to create a team?
Go into the settings and click on Teams. You’ll see a list of the teams. It will be empty at first.
Click on the “Add new team” button. You will see this team creator.
2. After you name the team, can add team members. You can either add them manually or sync with Jira groups on your instance.
When adding people or groups to the team, you need to assign a role for them. This role will affect only the team space and actions on the team.
Admin - can manage the team’s settings, add and delete users and assign roles to them.
Manager - can add and delete users and assign roles to them.
User - can view the team as it is, can’t change anything.
The team creator will always have the Admin role.
3. The last step is customizing the team icon. IT will be displayed on the OKRs associated with the team and on the OKR overview. The letter in the circle is always the first letter of the team name.
After you save the team, it will appear on the team list. And you will be redirected to the team page.
The team page
This is the team page. You can find a list of members and their roles here, as well as change the team name, avatar, add and delete members and change their roles.
How to add new members?
Click on the “Add new member button”
Type in the user’s name and select it.
It will be added to the table instantly. You can change the role now. Everyone is “User” by default.
Switching to Jira group-based team members
As a team owner, you can change the team type to Jira group-based and back to individual members. The state of each of the options will be remembered in the system, but they don’t work simultaneously. When choosing the Jira-group-based option, you assign a role to the whole group. You can add multiple groups to one team.
The members are synced with Jira, so whenever a user will be added or deleted from the group, it will be reflected in the team members section.
How to change the team name and icon?
In order to change the name, click on it and it will become editable. (if you’re an Admin) Press Enter to save the changes.
In order to change the icon, click on it and you will see a small window with editing options. (if you’re an Admin)
How to assign the OKRs to a team?
Go to the team Overview and select an Objective or KR that you’d like to assign.
On their page, in the Info section, there is a “Teams” item. After you click on the grey area, you’ll see a list of all teams created. You can select multiple teams to be assigned to one OKR.
How to filter the OKR Overview by the team?
Go to the OKR Overview. Find the column with Teams in the header and click on the filter icon.
You will see a list of all your teams here. Select the teams that you’re interested in. Filtering results will contain both the OKRs in which the selected team is the only assigned team and those in which it’s one of the teams assigned.
Remember about the option to show or hide the lower-level and higher-level items in the Filtering options located on the right side of the Overview table.