Creating and Managing Teams in Leanmote

In Leanmote, teams help you filter your dashboard data and provide contextual information to improve insights from our AI. You can create multiple teams and customize their details based on your organizational structure.

Adding a New Team

1. Access the Teams Page:
   Navigate to the Teams section of Leanmote.
2. Add a Team:
   Click on . A new, blank row will appear at the bottom of the teams table.
3. Complete the Team Details:
   Fill in the following fields:
   • Team Name:
     Your team’s display name also appears as a filter option on the dashboard.
   • Team Description:
     A strategic overview of the team’s purpose—what they work on, their stakeholders, and their general mission.
   • Team Objectives:
     Current goals or initiatives for this team. The more specific and detailed these objectives are, the better the AI can tailor insights and recommendations.
   • Members:
     Select the users who belong to this team. Including a member here means that metrics filtered by this team will reflect that user’s data. Users can belong to multiple teams. If you filter by multiple teams at once, all members from those selected teams will be included.
   • Leaders:
     Specify the users responsible for leading the team. Leaders have access to team metrics in Leanmote. If a leader is also a contributing team member, include them in both the Members and Leaders fields.
4. Save Changes:
   Once all fields are filled in, click on for the new team and select Save Changes.

Editing a Team

If you need to update any team information—such as changing objectives, adding or removing members, or updating leaders—you can do so by directly editing the fields. Make your changes click on and then Save.

Deleting a Team

If a team is no longer needed:

1. Click on the menu next to the team you wish to remove.
2. Select Delete Team.

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Questions You Might Have

• Are all fields mandatory when creating a team?
  Team Name is required. While Description, Objectives, Members, and Leaders are not strictly required, providing them adds clarity and improves AI-driven insights.
• Can I edit team details after creation?
  Yes, you can use the menu to save changes.
• How do filters work with multiple teams?
  When you select more than one team in a filter, the metrics include all members of the selected teams, effectively merging their data.
• Can a user belong to multiple teams?
  Yes, users can be included in multiple teams as needed.
• What happens if I don’t assign a leader to a team?
  If no leader is assigned, the team will still be created and can be used as a filter for the admin. However, no users will have access to the team metrics as leaders unless assigned later.
• Will deleting a team affect the data?
  Deleting a team removes the team from the dashboard filters and team list. However, it does not delete user data; it simply removes that grouping from your configuration.
• Do you support team historical data?
  At the moment we don’t support historical data on the team construction. We show the aggregated data for the team members in the past.