> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.justorgdesign.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Creating and Managing Teams/Tables # Creating and Managing Teams/Tables in JustOrg Design || **Who can use this feature?** This article is for Organization Administrators only. If you cannot add or edit "Teams/Tables", contact your organization's administrator for assistance. --- ## Before You Start **Teams** and **Tables** are the two ways to organize people in JustOrg Design: * **Team** = A group of people doing one specific job together (like your development team raising funds, or your program staff delivering direct services) * **Table** = People from different teams who meet to coordinate or make decisions together (like program directors from different initiatives meeting quarterly to align on shared outcomes) | **Good news:** You can always edit details later, so don't worry about getting everything perfect the first time! --- ## What's on This Page? 1. [Creating a Team or Table](#1-creating-a-team-or-table) 2. [Adding Details to Your Team or Table](#2-adding-details-to-your-team-or-table) 3. [Understanding Team/Table Fields](#2-3-understanding-teamtable-fields) 4. [Common Questions](#4-common-questions) --- ## 1. Creating a Team or Table ![Adding a New Team or Table](https://storage.crisp.chat/users/helpdesk/website/-/7/2/1/b/721ba2f4a27ac800/create-new-team-table_1horqtl.gif) ### Step 1: Go to Teams/Tables 1. Look at the **left side** of your screen 2. Find the section called **"Org Design"** 3. Click on **"Teams/Tables"** ### Step 2: Click the Create Button Click the **purple "+" button** at the top left of the page ### Step 3: Fill in the Basics Fill in the required information. ### Step 4: Choose How to Save You'll see three save options. Here's when to use each one: **Save and Close** * Use this when you're in a hurry * Creates the team quickly so you can add details later * Good for: Setting up multiple teams at once during organizational restructuring **Save and Add Detail** * Use this when you have time right now * Takes you directly to the details page * Good for: When you know all the information and want to finish completely **Save and Create New Table** * Use this during initial setup * Lets you create many teams one after another * Good for: Setting up your organization for the first time or after a major strategic planning process --- ## 2. Adding Details to Your Team or Table ### How to Edit a Team or Table You Already Created 1. Go to **Teams/Tables** in the left menu (under "Org Design") 2. Find your team or table in the list 3. Click on its **name** 4. You'll see the details page where you can add or change information || **Tip:** The more details you add, the clearer it will be for everyone what this team does and who's responsible for what. --- ## 3. Understanding Team/Table Fields ### Summary Section #### Table Name **What it is:** The name people will see throughout JustOrg Design **Keep it short but clear:** * Good: "Youth Programs Team" * Good: "Development & Fundraising" * Too vague: "Services" * Too long: "The Team That Delivers After-School Programming and Summer Camp Services to Youth Ages 10-18" #### Purpose **What it is:** A clear statement of why this team exists. | It should start with "The purpose of [team/table name] is to..." #### Activates Strategy(s) **What it is:** Which organizational goals this team is specifically working on #### Structure Type Choose one: * **Team:** A group of people doing one specific job together (like your development team raising funds, or your program staff delivering direct services) * **Table:** People from different teams who meet to coordinate or make decisions together (like program directors from different initiatives meeting quarterly to align on shared outcomes) #### Participant Types Select who will be part of this group: * **Staff** - Employees of your organization (program managers, direct service staff, administrative personnel) * **Board** - Board members (particularly relevant for governance committees or board development tables) * **External Partners** - People who work WITH your organization but not FOR it (community health workers from partner agencies, fiscal sponsors, pro bono consultants, coalition partners) || **Important:** External Partners will have limited access. They won't see your organization's strategy or structure information. #### Does this table have an expected end date? Or is it ongoing? * Choose **"Has an end date"** for temporary groups (like a task force planning your capital campaign, or a committee organizing your annual benefit gala) * Choose **"Ongoing"** for permanent teams (like your core program delivery teams or finance department) #### Expected End Date Only appears if you selected "Has an end date" above. **Example:** If you're creating a strategic planning task force, set the end date for one month after your board approves the final plan. #### Represented Tables/Teams **What it is:** Which other teams have someone representing them in THIS team/table **Example:** If this is a "Program Leadership Table," you might list: Youth Services Team, Family Support Team, Community Outreach Team, and Volunteer Services Team as the groups with representatives attending. --- ### Scope: What This Team Is Responsible For **What this section does:** Helps everyone understand what this team should deliver and what decisions they can make. Think of it like job responsibilities. It answers: * "What should this team accomplish?" * "What choices can they make without asking permission?" * "What should they recommend to others instead of deciding themselves?" | **Why this matters:** Adding scope information prevents confusion about who's responsible for what and reduces overlap between teams. --- ### People #### Team/Table Sponsor(s) **What it is:** The team's manager or mentor - usually a senior staff person **What they do:** * Check in regularly to make sure the team is on track * Provide coaching and guidance * Help when the team gets stuck **Note:** You can have more than one sponsor. #### Team/Table Convener(s) **What it is:** The person (or persons) who run the team's meetings and keep everyone informed **What they do:** * Create meeting agendas * Lead or co-facilitate meetings * Share updates about the team's progress | **Tip:** Having two Co-Conveners is often the best choice. They can share the work and bring different strengths - one might be great at facilitation while the other excels at follow-through. #### Staff and Board Anyone who works for the organization or acts like an employee (such as embedded consultants or contractors) **Examples:** * Full-time program staff * Part-time administrative assistants * Board members serving on committees * Long-term consultants working on capacity building #### External Partner(s) People outside your organization who aren't acting as employees. || **Remember:** These users won't have access to the full menu in JustOrg Design. They can't see Strategy or Structure content. --- ### Team/Table Administration ||| **Administrators only:** This section is only visible to Org Admin users. In this section you can: #### Close, Delete, Or Reactivate A Group * **Close** - Keeps the group in your system but marks it as inactive (useful when a grant-funded program ends but you want to preserve the documentation) * **Delete** - Permanently removes the group * **Reactivate** - Brings back a closed group (helpful if you restart a program or initiative) #### Set A Group To Be Work Group Only or Activates Strategy Check the box for **"This is a Group Work Only Team or Table"** when: * The team does operational work not linked to your strategic priorities * You want them to participate in meetings and events, but don't need their work to show up in strategy dashboards and reports --- ## 4. Common Questions **I can't create or modify a Team/Table. What's wrong?** You probably don't have administrator access. Contact your organization's admin to request access or to have them create/modify the team for you. **I'm not sure if I need a Team or a Table. How do I decide?** Ask yourself: * Are these people all doing the **same work together**? → It's a **Team** * Are these people from **different areas meeting to coordinate**? → It's a **Table** **I made a mistake when creating a team. Can I fix it?** Yes! You can always edit or even delete teams and tables later. Nothing is permanent. **What if I don't know all the details yet?** That's fine! Use "Save and Close" to create the team quickly. You can come back anytime to add more information. **How much detail should I add?** The more detail, the better - but start with the basics: 1. Structure Type 2. Table Duration 3. Table Name 4. Table Purpose 5. Participant Types You can always add more later as the team develops. **Can teams and tables change over time?** Absolutely! As your organization changes, your strategies evolve, and your teams should evolve too. You can update purpose, membership, and responsibilities whenever needed. **Example:** After a strategic planning process, you might shift from geographic program teams to issue-based teams, or create new tables to coordinate work across departments. || **Remember:** Very little about your team structure needs to be permanent. Update it as your organization's needs change! --- **Need more help?** Contact your JustOrg Design administrator or chat with our support team at JustOrg Design.