Introduction
Teams is provides org charts. It defines all the roles and relationships in your organization. The org charts in Teams view can capture all kinds of workplace structures including matrix reporting, self-managed teams, and communities of practice. The can also be used to manage distribution lists or to allow people to "follow" a topic across the platform.
The elements that make up Teams view
Teams view is made up of the following elements:
Charts: Teams is composed of Charts, where each Chart is a separate org structure (your main reports-to structure, a flat project team, etc.).
Categories: Charts are organized into Teams Categories. The default Categories are Main Organization, Working Groups, and Clubs & Committees. System Admins can rename these, as well as create or remove Teams Categories.
Roles: Roles are the cards that make up the Chart structures. Roles can be vacant, or filled by a particular user. A person's Role on a Chart may not be the same as their Primary Role indicated on their Profile (a person can have multiple Roles, but only one Primary Role).
Relationships: To create the structure of a Chart, the Roles are connected by relationships. These can be direct (solid line) or secondary (dotted line). Dotted line relationships allow you to create matrix structures. Each Role must have only one solid-line-up relationship.
Team Cards: These are Roles that are intended to be filled by a person. They can be used to create self-managed Teams (teams that do not have a leader), or to simply insert a label into a structure to make it easier to understand.
Teams: A Team comprises a team leader (or a Team Card) and all the Roles that report directly up to this card by a solid-line or a dotted-line relationship.
Org Unit: An Org Unit can be defined at any Role and includes all users that are filling Roles that report up to this top-of-Org-Unit Role. Thus an Org Unit includes the Org Unit leader and everyone that in the hierarchy below this Role. Org Units are often used to target content to a department, division, or project team.
Sub-Team: A sub-Team is a lable applied to one or more Roles within a Team. These are useful for clarifying complex teams where many people report to a single Role.
Users: Are people, the members or employees of your organization. They fill Roles in the Chart structures. When a person leaves, the Role remains to be filled by their successor.
Collaborators: These are Roles that are associated with a particular Team. They can be renamed "Mentors", "Assistants", or whatever makes sense for that particular Team.
Learn more about the makeup of Teams here.
Understanding the Teams user interface
The Teams user interface consists of these key elements:
- Left Navigation is where you’ll find all of your Charts. Click on a Teams Category to see the Charts it contains.
- Action Bar is where you access your action commands and view selectors.
- List View lets you choose to view the Left Navigation in terms of User Names, Roles, or Team Names.
- Edit Chart allows Chart Admins to toggle this Chart into edit mode.
- <<Email Org Units is no longer part of Teams view.>>
- Chart View allows you to toggle between a Teams display and an Extended display. (The above screenshots are all of the Teams display mode.)
- Main Organization is the first default Teams Category. It's normally used to clarify the main reports-to structure of your organization.
- Working Groups is the second default Teams Category. It typically holds cross-departmental teams, project-based teams, etc.
- Committees & Clubs is the third default Teams Category. It can be used for social teams, etc.
- When in Teams view mode, clicking on any card moves it to the centric card position. If you click on a card that is not in the centric position, it will move there.
- This is the Role assigned to this card.
- This solid-line shows a primary relationship between these two Roles.
- This dotted-line shows a secondary relationship between these two Roles.
- This header contains the Team name of the focused card’s Team.
- This popover Menu appears when you place your cursor on the grey Team Name header. From here you can view a Team's Profile or contact/interact with them.
System Admins can repurpose any of the Categories, as you see fit. Click on Edit to the right of Categories near the top of the Left Navigation.
Teams view administrators
Teams supports two administrative roles with the following permissions:
Chart Admins (assigned by Teams Category Admins)
- Edit Charts
- Manage Chart settings, including Add Yourself.
- Can export the Chart data
Teams Category Admins (assigned by System Admins)
- Create/delete/rename Charts
- Add/remove Chart Admins
- Move Charts (between Categories they are the Chart Admins for)
Notes:
- Both Teams Category Admins and Chart Admins can remove themselves from as Admins, so long as they are not the only Admin on their respective Category/Chart.
- Category Admins automatically become the Chart Admins of any Charts they create (but can then remove themselves as per above).
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