Link Teams to Objective or Meeting

We’ve revamped our User Groups feature to be more powerful as Teams.

Once created, Teams can be linked to Meetings and Objectives for easier participant management and viewing of the team's objective in meetings.

Getting Started

Teams can be viewed and created through the "People" tab->Teams. For more information on creating a team, check out this article.

Who can link a Team?

Meetings: Only the meeting host/creator can link to a Team. Teams will be displayed in the drop-down as long as the host is a member or owner of the Team.

Objectives: Only the creator of the Objective can link a team to the Objective. Ownership of teams can be updated to include additional owners at any time.

NOTE: Teams are not connected to Departments in a user's profile. While you can create a team for a department, they are not automatically created or maintained.

Public vs Private Teams

Admins can create Public Teams that are visible to your entire org. All users can create Private Teams which are visible only to members of the team.

Calendar Meetings

When importing a Team Meeting into Leadr you (the meeting host) can link the meeting to a Team. Note, you can only link to a team you are a member of.


Meetings in Leadr

When scheduling a meeting through Leadr, hosts can link to a Team that they are a part of. Proceed with creating the meeting normally, then use the link team drop-down.


Existing Meetings

As the host, you can link teams to a meeting that already exists in Leadr. Use the three vertical dots then select "Link to a Team"


A step-by-step guide to creating and managing Objectives is available here

Team Objectives

Linking a team objective can be accomplished while creating the Objective. Select the Team from the drop-down and the Objective will begin to pull into corresponding Team Meetings.

Ownership of teams can be updated to include additional owners at any time.

Linking a Team to Objective places all Team Members as Viewers of the Objective

Next Steps

With your Team created and linked to the Objective and Team Meetings, you and your team can access those Objectives within your meeting as well as collaborate on the Objective through the Objectives Tab->Team Objectives.


Leadr Advantage

Leadr Advantage users can choose to add an objective to each Team Objective. Those objectives will pull into associated Team Meetings as Defining or Standard Operating Objectives.


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