Teams - Managing
Overview of Team Functions
Section titled “Overview of Team Functions”In Comparative Agility, managing your teams and their settings is quick and flexible. You can access all team management actions in two ways:
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Quick-Access Toolbar: Hover over any team row in the Structure screen to reveal direct action icons along the right side (such as adding members, attaching capabilities, or viewing reports). Clicking the three vertical dots (⋮) icon on the far right opens the full options dropdown menu.
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Right-Click Context Menu: Simply right-click directly on any team name or row within the hierarchy to open the complete context menu instantly.
Available Actions
Section titled “Available Actions”Add team members
Section titled “Add team members”Invite individuals to the team by entering their email addresses.
### Add capability
Section titled “### Add capability”Assign new capability (survey) to a team.
Add parent folder
Section titled “Add parent folder”Create a new folder level directly above this team to help re-organize your account hierarchy or group related teams together under a specific department.
Assign to schedule
Section titled “Assign to schedule”Link your team to the schedule.
Create report
Section titled “Create report”Instantly generate a team report.
Open in overview
Section titled “Open in overview”View high-level performance trends, aggregate assessment results, and recent response rates at a glance.
Add to favorites
Section titled “Add to favorites”Pin this team to your personal quick-access list. This allows administrators to quickly navigate to key teams without searching the full hierarchy.
Relocate the team to a different folder or division within your organizational tree. All historical data, collectors, and trends are preserved during the transfer.
Rename
Section titled “Rename”Update the display name of the team across the platform. Changes update dynamically across all existing reports and collectors without affecting underlying data.
Add tags
Section titled “Add tags”Apply custom labels or metadata to categorize the team. Tags simplify global filtering and cross-team benchmarking.
Action Items & Reflections
Section titled “Action Items & Reflections”Access the team’s continuous improvement backlog.
Delete
Section titled “Delete”Permanently remove the team from your organizational structure. Note: This action deletes the team instance along with its associated collectors and historical data.
Summary