Managing Teams

Teams are the core unit of organization in Murmurd. Each team has its own check-ins, priorities, escalations, and summaries. This guide covers team management for admins.

Creating a Team

1. Navigate to Teams

   Go to Settings → Teams

2. Click Create Team

   Open the team creation form

3. Enter team details

   • Name: Clear, recognizable team name
   • Description: What this team does (optional)
   • Division: Which division it belongs to (optional)

4. Assign leadership

   • Product Manager (PM): Required, receives escalations first
   • Manager: Optional, backup for escalations

5. Save

   Team is created and ready for members

Note

Every team needs at least a PM assigned before members can be added.

Team Settings

Click on a team to access its settings:

General

Setting	Description
Name	Team display name
Description	Team purpose/scope
Division	Parent division (can be None)
Active	Whether team is active

Leadership

Role	Purpose
PM	First escalation contact, owns team summaries
Manager	Backup for escalations, receives summaries

Tip

One person can be PM of multiple teams if needed.

Check-in Settings

Teams can override organization defaults:

Setting	Options
Prompt time	Inherit from org/division or custom
Working days	Inherit or custom
Questions	Inherit, extend, or override

Questions

Manage team-specific questions:

1. Go to team settings → Questions
2. Choose inheritance mode:
   • Inherit: Use org/division questions
   • Extend: Add questions to inherited set
   • Override: Use only team questions
3. Add/edit/remove questions as needed

Adding Members

1. Go to Team Members

   Click on team → Members tab

2. Click Add Member

   Open the member selection

3. Select users

   Choose from organization members

4. Assign roles

   Set each member’s team role:

   • Member: Standard participant
   • PM: Product Manager (if not set)
   • Manager: Team manager (if not set)

5. Save

   Members are added and will receive prompts

Note

Users must be invited to the organization before adding to teams.

Removing Members

To remove someone from a team:

1. Go to team → Members
2. Find the member
3. Click the remove icon
4. Confirm removal

Removal effects:

• Stops check-in prompts for this team
• Removes from team activity feed
• Historical data remains

Team Roles

Member

Standard team participant:

• Receives daily check-in prompts
• Can view team activity (based on visibility)
• Can create escalations
• Can set weekly priorities

Product Manager

Team leadership role:

• All member capabilities
• Receives escalations first
• Can resolve escalations
• Receives weekly summaries
• Manages team questions

Manager

Oversight role:

• All PM capabilities
• Backup for escalation routing
• Cross-team visibility (if on multiple teams)
• Receives division summaries (if Division Manager)

Tip

A user can have different roles on different teams.

Multi-Team Membership

Users can belong to multiple teams:

• Each team has its own check-ins
• Priorities are per-team-per-week
• Escalations are team-specific
• Dashboard shows all teams

Best Practices for Multi-Team Users

1. Limit teams: 3-4 max for sustainable participation
2. Clear boundaries: Different responsibilities per team
3. Stagger timing: Consider different check-in times
4. Priority focus: One priority per team, not per person

Team Visibility

Control what team members can see:

Content	Default Visibility
Check-ins	Team (changeable per item)
Priorities	Team
Escalations	Team (changeable per item)
Summaries	PM and Manager only

Archiving Teams

To archive a team that’s no longer active:

1. Go to team settings
2. Toggle Active to off
3. Save

Archived teams:

• Stop sending prompts
• Don’t appear in navigation
• Keep all historical data
• Can be reactivated later

Note

Archiving is preferred over deleting to preserve history.

Deleting Teams

To permanently delete a team:

1. Go to team settings → Danger Zone
2. Click Delete Team
3. Confirm by typing team name

Caution

Deleting a team removes all associated data permanently.

Team Analytics

View team health metrics:

Metric	Description
Response rate	% of prompts answered
Average response time	How quickly people check in
Priority completion	% of priorities completed
Escalation volume	Open vs resolved over time

Access analytics via team → Analytics tab.

Troubleshooting

”Team member not receiving prompts”

1. Verify they’re added to the team
2. Check their vacation/pause status
3. Confirm Slack/email connection
4. Check team’s active status

”Can’t add member to team”

1. User must be invited to org first
2. Check you have admin permissions
3. Verify team isn’t archived

”Escalation not routing correctly”

1. Verify PM is assigned
2. Check PM’s vacation status
3. Verify Manager backup exists
4. Check escalation’s team assignment

Next Steps

• Configure user roles
• Set up organization
• Connect Slack