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nicola borrelli
Occasional Contributor

Hi to all,

 

we are into the team design flow, our company is an E.T.O. (Engineering To Order) so we develop a lot of opportunities for year.

 

We are thinking to do a Team named "Opportunities", the idea is to have sub teams to manage the different opportunities with different people inside.

 

Is it possible?

16 Replies
Might I ask the need of SubTeams here? AFAIK, it's not clear to me if the SubTeam Concept would be incorporated to Teams...the way to model your scenario is just by means of Channels in a Team

Since currently everyone in the Team has access to the channels, If the goal is to have a super team and break out the super team, private channels may do it so I shared the "in progress" feature. Hopefully more will come about it's design as it's being worked on by the product team based on the survey.

 

I'm tracking both private channels and sub teams since I have similar needs to break out a team.

Actually we have a functional structure we want to chenge into a matrix structure. The Super Team is for the functional managers who should add resurces to sub teams.

I hope i was clear, thanks a lot!

Just create multiple teams, one called Opportunities then others for each of the smaller groups. Teams really wants you to be members of multiple teams. 

Hi Steven, thanks a lot. It should be the way but i don't like to have smaller groups at the same level of Opportunities.

Maybe i'm thinking in an old school way...

@nicola borrelli don't think about 'levels' and their equivalence. For example I'm one Team with 2100 people and another with 6 people, both are people that I work with. Think of a Team as a work room, with only the people who are members inside. If you need privacy for a subset of people you would have a new room.

I see but i worry about the number of parallel teams.
We use to lead about 1000 opportunities per year, each one can have a different team...

What about add people to channel? I could use channels as sub teams, what do you think?

Solution

Currently all members of a Team can access all the channels of a Team. Channels aren't a security boundary, see them as topics. There is a feature coming later this year for private channels, but I think it's still a while away, and I don't think would really do what you are asking.

There's no cost in having lots of Teams, in fact in your scenario currently channels wouldn't work as there is a limit of 200 channels. The Team limit is something much higher.

Just to throw my two cents in here as it's an interesting topic.

 

One thing we did here for working on opportunities before they grow into something worth their own team was to have an opportunities team with different channels for the opportunities.

 

With the Favorite channel feature I would only then get notifications for ops. I cared about.

 

When something was won or needed more work for a demo/tender/poc stage we would then create a new team for that.

Hi Antony, thanks a lot for your help.

What about if i want to link the two phases? I mean, who manage the won op. is for sure interested to the whole history, docs, etc.
How do you manage this aspect?

It's less formal for sure with Teams.

So for example we'll be talking in the proposal channel and something will be won. The Conversation might go something like;

"Ok great, So who is taking lead on this?"
"Ok no problem, I'll create the Team and invite people"

There is no formal link between the two at this time.

Any files are copied across, a Project notebook is set up with a summary of the project intro and related content.

There are of course always improvements and refinements to be made but it works well for us and is flexible for all kinds of different projects and ops.

Thanks a lot to all!

 

That's what we are going to do:

 

- One Team for Opportunities (thanks @Antony Taylor) with different Channel for In Progress, New, Lost.

- One Team for each Won Op.

 

I'll open new posts for other questions, stay tuned!

Thanks a lot to all!

 

That's what we are going to do:

 

- One Team for Opportunities (thanks to @Antony Taylor) with different Channel for In Progress, New, Lost.

- One Team for each Won Op.

 

I'll open new posts for other questions, stay tuned!

Here is another example where subteams come into play. I have customer that get served from leads to sales to engineering to support. There are many docs that are good to share at many steps in this process like Porposal/SOW during sales and then Planning forms and installation docs for engineering step and followed by support docs. I would like to add the customer and sometime partners into the team to collaborate on the "shared outside"  docs be we have internal private docs as well.

 

  1. Customer xyz
    1. Sub team "shared" (guest)
      1. conversations, SOW, QUOTES, Planning forms etc...
    2. Sub Team "internal"

@Paul Leatherman although these are two Teams related to the same topic (the customer) is there really any benefit of having a structure to next them visually ? Just have two groups called "CustomerX [Internal]" and "CustomerX [External]" then put them next to each other in the left nav.

 

Also you can use tabs or the Add Cloud Storage option to provide easy access to files from other groups, kind of a shortcut between the two for people with permission in both.

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