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Teams: Overview and How to Use It

Updated over a week ago

The Teams feature in EOS One helps you organize your people into structured groups that reflect how your organization works—whether by department, function, or project.

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What It Is

The Teams feature allows you to build and visualize groups within your company. These may represent departments like Finance or HR, leadership groups, or temporary project-based teams such as task forces or committees. Teams provide a flexible way to organize roles and responsibilities in a way that supports collaboration and meeting structure.

Importantly, Teams do not replace the Accountability Chart. While the Accountability Chart shows your long-term, role-based structure, Teams offer a more flexible way to group people, including for short-term or cross-functional efforts.

How to Access and Use It

Only users with Admin or Owner permissions can create and edit Teams.

To access and set up Teams:

  1. Click Settings in the left-hand navigation bar.

  2. Select the Teams tab.

  3. Click Create Team to build a new group.

  4. Add a Team Name, optional Department, and assign a Team Leader.

  5. Use Add Team Member to include people across your organization.

  6. Set a recurring Weekly Meeting (e.g., a Level 10 Meeting™) to align your team’s activity.

Each member can be assigned a role, and each role includes a description to clarify their responsibilities.

Key Actions

  • Admins/Owners only:

  • Create or edit teams

  • Add or remove members from a team

  • Assign leadership roles and responsibilities

  • Link weekly meetings to a team for streamlined scheduling

  • Label teams by department, project, or initiative

FAQ / Q&A

Can I use Teams for temporary groups, like a task force?
Yes. Unlike the Accountability Chart, Teams are flexible and can represent temporary or cross-functional groups for projects, events, or initiatives.

Does Teams replace the Accountability Chart?
No. Teams do not replace the Accountability Chart. Think of Teams as a way to organize how your people work together in meetings, while the Accountability Chart reflects the permanent structure of roles and reporting.

Who can create or edit a Team?
Only Admins or Owners can create or make changes to Teams. Members and Managers can view their assigned teams but can’t modify them.


Search Keywords: Teams, departments, task force, project teams, create team, admin permissions, meeting organization, Level 10 Meeting, Accountability Chart

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