WHAT ARE TEAMS IN QONDOR?

If your organisation has several locations or departments/teams it could be a good idea to differentiate these by creating teams in Qondor. All teams will still belong to your office and have the same access to projects and products. 

A team can have its own contact information (name, email, phone, address, bank account details) or use the office information. You can report per team and communicate with customers via team emails. 

Teams can be created and administered by users with Office admin or Super admin access point.


TEAM STRATEGY

Teams can be used in various ways with Qondor, and we will help you set up your strategy. In Office settings, Office admins can define whether using a team is mandatory or not for Project managers. (Read more about project managers and user roles).

There are 3 scenarios:

  1. Team is mandatory and the Project Manager is connected to a team:
    Projects will be assigned to the Team of the Project manager creating the project.

  2. Team is mandatory but the Project Manager is not connected to a team:
    When creating a new project, the Project manager must select which team the project belongs to.

  3. Team is not mandatory but the Project Manager is connected to a team:
    Projects will be assigned to the Team of the Project manager creating the project.

📌 Only Super admins and Office admins can change the team on a project once the project has been created. This is done under Project settings -- Project managers tab. 


CREATE A TEAM

Teams can be created under the User --- Teams menu, as shown below. Here Office admins can include a team name, a description and contact information. 

When a team has been created, users can be assigned to a team from the Users menu. 

GOOD TO KNOW

In Office -> Settings, Office admins can choose for the standard sender of Qondor emails to be the team name and email address.

In Project Search, all users can search for projects by Team, as long as all project managers belong to a team. This may give you more accurate search results and the possibility to follow up on a more detailed level.

SEARCH FOR A TEAM'S PROJECTS

Use the Teams filter in Project search to search for projects for one team or multiple teams.

📌 The team must be assigned to a project for the project to be displayed in the search.

📌 Select one team to bring up projects for a team, or select multiple to bring up projects for several teams.

REPORT ON A TEAM

In Qondor Insights, Office and Super admins can report on Teams' aggregated performance, and choose one or multiple teams to display data for.

DELETE A TEAM

A team that is not in use can be deleted by accessing the Teams menu and selecting 'Delete' on the team you want deleted.

A team that is in use, either by being connected to user(s) and/or project(s), cannot be deleted as it would remove historical data and the possibility for the team to be connected to the user(s) and project(s).

To delete a team that is in use, remove the team from all connected projects and users and then delete the team.

If you want to keep the team's historical data, take the following steps:

  • Remove the team from any users connected to it

  • Rename the team name to make it clear it should not be selected on new projects, for example “DO NOT USE – Team A”.

Did this answer your question?