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Teams: Overview and How to Use It

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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