Structure your people
It's possible to structure the teams either using several Teams or Tags, and then combine them to filter your data.
When to use tags or teams?
With teams, you can create operational groups of people who are working together on a project.
For instance, Sam is the manager of the Team Awesome, and she reports to Katy, the CEO. She can be part of two teams:
Team Awesome: her day to day operational team.
Leadership: a group with Katy the CEO and the other managers.
With tags you can add metadata to your people. They can help you gaining insights about particular user groups:
in Cross-Functional Teams you could use tags to indicate roles or functions of team members
in Multi-Regional Teams you could use tags to geographically pinpoint your team members.
Of course you are free to mix and match tags as you like.
Here is a recap of the possibilities and limitations of each.
each participant can have several tags
everyone (not only the admins) can filter out on those tags
the participants can see data linked to the tags they don't belong to
they share only one mood and comment for all the tags
Using separated teams
each participant can be part of several teams
only some people who you choose can filter on those teams or see all the teams data. Regular users see only the data of the teams they belong to
the participants cannot see data linked to the tags they don't belong to
they share several moods and a comments, one for each team they belong to
Refer to these two short articles if you want to have the step by step process of creating a new team or a new tag
Filter your moods
To filter your moods, use TeamMood Custom Filters. You have predefined filters for each of your teams and tags. Once set, they allow you to filter moods in your Analytics and Reporting views (and soon each of TeamMood's features). When filtering by tag, only the moods of tagged team members will be displayed for example.
All teams and tags are available for creating custom filters. Using these, you can mix any combination of organizational unit you want to filter your data on the TeamMood app. The only condition for selecting an organizational unit is to be composed of at least 3 members, otherwise its selection will be disabled to preserve anonymity.
Check out this article to get started with custom filters.
To preserve anonymity, some tags or organizational units can be disabled (greyed out) and you cannot select them. You can only filter by an organizational unit if the there are 3 or more users with it.
The default setting of 3 users can be adapted according to your company policy. Just let us know and we'll take care of it.
If you still have questions, please contact us at email@example.com.