How do I create a focus for my team?

This article shows you have to create a focus for your team.

What is a Team Focus

A Team focus allows a leader to set a collective, numerical target for your entire team that is visible on their dashboard. For example if you have 10 people in your team and want your team to complete '5 Referrals' each you can add team focus for 50 (10 Team members x 5 each) referrals. From your team dashboard you can see which team members have contributed, and how much they have contributed to the overall team target.


How to add a Team Focus

  • On your 'Team Dashboard', navigate to the 'Team Focus' widget.
  • Click on 'Add Focus' button, this will open a pop up window 'Add New Focus'.
  • Fill in the information as shown below. 
    Add focus1
  • Click on 'Save'
  • Once saved your focus will appear on your team dashboard as well as the dashboards of all your team members as shown below.
  • Your team members are required to contribute to the team focus by adding a contribution and clicking on the 'Contribute' button.
  • The contribution line will go up as will the % completion as the team move closer to their target.
  • Users can see the details of who has contributed to a focus by clicking on 'Show Details' as shown below.
    team focus