Custom Groups let you organize goals around shared teams, projects, or focus areas that may not match your default Microsoft Teams structure. As an end user, creating and using Custom Groups helps you group related goals together, share visibility with specific collaborators, and streamline how you track progress with others working toward the same outcomes.
In this guide, you’ll learn how to create a custom group, add members, assign goals to the group, and use group views to stay focused and aligned
Both admins and users can create Custom Groups once the feature is enabled.
Enabling Custom Groups
Please contact your Teamflect administrator if this functionality is not available to you.
How to Create a Custom Group
Once Custom Groups are enabled, you can create a new Custom Group by following these steps:
Step 1: Go to the Goals module.
Step 2: Open the Groups dropdown, select Custom Groups, and click New group.
Step 3: Enter a group name and an optional description.
Step 4: Assign group owners and add group members.
Step 5: (Optional) Enable notifications to inform members that they’ve been added, and click Create
Admins can see the Manage Groups option and perform actions such as editing or deleting any Custom Group in the organization.
Custom Groups give you flexible control over how goals are organized and shared within your teams. By creating and managing Custom Groups, you can ensure the right people have visibility into the right goals, making goal tracking and collaboration more effective.
Beneficial Use Cases
Project-based teams: Organize goals around specific projects. All team members can see and track progress in real time, making collaboration and accountability easier.
Cross-functional initiatives: Group goals that span multiple departments or functions. This ensures everyone involved in an initiative stays aligned on objectives.
Temporary task forces: Quickly create groups for short-term projects or special initiatives without affecting existing Microsoft Teams structures.
Department-wide planning: Set up groups for entire departments to monitor and manage departmental goals, while still allowing subgroup visibility where needed.
Individual focus areas: Create custom groups for personal development, training programs, or mentorship goals, enabling focused tracking and progress updates.