How Teams work in Dual Dash

Teams group people together to track performance, collaboration, and progress.

They provide a way to view work and results at a group level instead of only at the individual level.

Teams are used across the system to:

• Track goal and task completion
• Organize collaboration
• View team-level performance

Creating a Team

When creating a Team, you define:

• Title
  The name of the team
• Team Leads
  Individuals responsible for leading the team
• Team Members
  Users assigned to the team
• Description
  Additional context about the team

Once created, the team becomes available across the platform for tagging and tracking.

Team structure

Each Team includes:

• Team Leads who oversee performance and execution
• Team Members who contribute to goals and tasks

This structure allows for clear ownership and accountability at the team level.

Team performance overview

Each Team has a performance summary that includes:

• Goals completion (YTD)
• On-time completion rate
• Tasks completed (YTD)
• Status breakdowns (e.g., On Hold)

This provides a quick snapshot of how the team is performing.

Goals overview

The Goals Overview section shows:

• Completion percentages by category
• Distribution of work across the team

This helps identify where progress is strong and where attention may be needed.

Team completion rates

Teams track completion across three areas:

• Goals
• Action Items
• Tasks

Each area includes:

• Status breakdowns (e.g., Backlog, In Review, Done)
• Average completion percentages

This creates visibility into how work is progressing across the team.

Alignment Grid

The Team Alignment Grid shows how team members are performing across two dimensions:

• High Performance (results)
• High Humanity (behaviors)

Each team member is plotted on the grid based on their performance data.

This helps leaders quickly understand:

• Who is excelling
• Who may need support
• Overall team balance

Navigating to individual employees

From the Team view, you can click on any team member’s name.

This will take you to their Individual Employee Detail Page, where you can review:

• Scorecards
• Goals and tasks
• Performance Drivers
• Role Skills
• Additional performance data

This allows you to move seamlessly from team-level insights to individual performance.

How Teams connect across the system

Teams are used throughout Dual Dash to organize and track work.

They connect to:

• Work Plans for tracking goal and task completion
• Scorecards for performance visibility
• Meetings for team alignment
• Performance Reviews for evaluation

This ensures team performance is visible and actionable across the system.

Permissions

• Executives and Managers
  • Can create and manage Teams
• Employees
  • Are assigned to Teams but do not manage them

The bottom line

Teams provide structure and visibility at the group level.

They help leaders understand how work is progressing, how people are performing, and where to focus next.