How to add your team to the Profit?

Category: OKRs

Profit allows managers and members from management to create OKRs for the teams across the organization. To create OKR for a team, that team has to be created and team members must be added to the team.

This answer guide walks you through the steps to create a new team in the Profit application.

You need to have administrator access to do this activity. The organization setup must be completed at this point in time.

Also see, how to add a new employee to Profit.

Step 1:

Select Settings → Teams from the left navigation menu.

Teams

Step 2:

Click the Create button to add a new team to the application.

Create

Step 3:

Enter the values for the Fields Team Name and the Group Email address.

Team Name

Then click the Search icon in the Employee field. A popup containing all the employees will show up.

You can search for an employee using their First Name, Last Name, and Email Address and check the checkbox in the action column corresponding to employee name.

Click the + button to add this user or employee to the team. Now the employee is added to the group. Repeat the steps to add other employees to the group.

You can define logos for your teams and you can upload it by clicking on the logo icon and by selecting it from the list of icons from the drop down menu.

Search Icons

Now click Create to finish creating the team.

team created

The team is successfully created and the # of Users column shows the number of employees added to the team. In this case, we have just one employee for the demonstration.

Related Questions