Teams Guide

What is a Team OKR?

Team OKRs allow Team Leads to share their OKRs to increase transparency and alignment. Members of the team can easily see their Team Lead’s goals, which improves communication and ensures everyone is working towards the same objectives.

Teams

What is a Team?

Managerly allows anyone in the workspace to create a team, making OKRs that might be relevant to other team members easily accessible. If you create a team, all of the OKRs created in “Your OKRs” section will now be displayed in the “Team OKRs” section for your team members.

How to Add a Team Member?

  1. From the Home tab, click the “Team Members” button.
  2. A “Manage Team” modal will open.
    • Current team members will be listed in the user field.
    • Alternatively, an empty “select users” field will list workspace users to add to your team.
  3. Type the name of the team member who you wish to add and select the team member from the list.
  4. Click the “Submit” button to save changes

How to Remove a Team Member?

  1. From the Home tab, click the “Team members” button.
  2. A “Manage Team” modal will open.
  3. Remove a team member from your team by clicking the “X” next to the team member’s name.
    • Please read “how to remove the team?” to remove all team members.
  4. Click the “Submit” button to save the changes.

How to Delete the Team?

  1. From the Home tab, click the “Team members” button.
  2. A “Manage Team” modal will open.
  3. Delete the entire team by clicking the “Delete Team” button.
  4. Confirm that you want to delete all of your team members at once.
  5. Click the “Do it” button.