- From the Teams Homescreen, choose a team to view in detail by clicking anywhere within that team's grouping.
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Here are details about the different views available:
a. Circle View: This information is particularly useful for managers to quickly understand their team dynamics. From viewing this animated visual, they can learn who is communicating with whom, who is managing their tasks well, and who might need a friendly reminder to complete an assigned task. i. Team Name + Edit: The team whose detail you are viewing is displayed here. Click this button and the Edit Team window will open, allowing you to change the team name, add or remove members or mark the team as “inactive.” ii. Team Member: All standard team members are represented in the surrounding circle of purple avatars. The number of tasks that they have been assigned appears beneath their photo. iii. Extended Team Member: Team members whose circle is outlined in blue are extended team members, meaning that they have joined from outside of your organization. iv. Primary Leader: The team member found at the center of the circle is the team's Primary Leader. v. Collaboration: The electron flow between team members reflects the amount of communication (emails, task assignments, kudos, etc.) happening within the group. The more electrons, the more activity is occurring between members. Activity in red indicates that tasks are behind, or that a teammate has been “nudged.” vi. Messaging: Use this instant messaging tool to communicate in real-time with teammates. Message team members (including extended users) using this tool, and a record of all communications will be maintained until manually deleted. To mention another user in a message, click the @ icon. A notification will be sent alerting that user that they have been mentioned in this communication. vii. Late Task: The red number shown below this team member's avatar indicates that she has one late task. viii. Master Add Button: Use this button to add new members to your team. It can also be used to add projects, teams, or tasks. NOTE: Extended Teammates: Photos with a bright blue circle and the icon represent an Extended User. These individuals are external to your organization but have been invited to collaborate within Office. They can view whichever SmartTasks and communications you choose (when you set their security rights). b. Hierarchy View: This view is a simple way to see everyone’s role within the team hierarchy and how everyone is tracking on their tasks. i. Team Name + Edit: The team whose detail you are viewing is displayed here. Click this button and the Edit Team window will open, allowing you to change the team name, add or remove members or mark the team as “inactive.” ii. The Primary Leader: The person at the top in this view (with the purple star) is the Primary Leader of the team. Leaders are denoted by a white star in the same location. Regular members are displayed without a star. iii. Number of Tasks Assigned: The white number found below each team member's photo indicates how many tasks they have been assigned. iv. Number of Delayed Tasks: The red number in each person’s circle represents the number of tasks whose deadline has passed. v. Messaging: Use this instant messaging tool to communicate in real-time with teammates. Message team members (including extended users) using this tool, and a record of all communications will be maintained until manually deleted. To mention another user in a message, click the @ icon. A notification will be sent alerting that user that they have been mentioned in this communication. c. Timeline View: i. Teammates: Each member of your team is listed in this view in alphabetical order. Clicking on a team member’s name will bring you to their Task view. ii. Capacity Averages: The center column displays the percentage of the next 90 days that are over capacity (red), slightly under capacity (orange), under capacity (yellow) and available (green). These percentages consider the Capacity and Calendar settings that each user has configured, which detail how much time they are available to work. They also consider tasks assigned to the user and meetings on their calendar (via the calendar integration). Learn more about the Capacity and Calendar settings here. iii. Work vs. Meetings Breakdown: This third column shows the percentage of time over the next 90 days allocated to tasks (purple) vs. the percentage of time allocated to meetings (grey). iv. Capacity Forecast: This visualization shows how your team’s capacity fluctuates in the coming weeks. Each work day is represented with graphs that display the breakdown of work vs. meetings and the overall capacity of that team member for that day. v. Zoom: Adjust the view settings on the Capacity Forecast, zooming in or out, or clicking Fit to return to the default zoom.
Viewing Your Teams
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