Introduction

Nooks Teams are internal teams created directly within the Nooks platform. Unlike external teams (SEP and CRM teams imported from outside sources), Nooks Teams are fully managed within the Nooks itself. They offer greater flexibility and can be used for KPI goal setting, weekly reporting and main reporting functions.

Creating Nooks Teams

1. Navigate to the Settings page

2. Scroll down to find the Nooks Teams section (located under Weekly Report)

3. Click the Create Nooks Team button

4. Fill in the required fields:

   1. Team Name: Choose a descriptive name that clearly identifies the team

   2. Team Members: Add any users from your workspace as team members

5. Click the Create Team button to finalize

Managing Nooks Teams

Once you've created your teams, you can easily manage them from the Nooks Teams list

Editing a Team

1. Find the team in the list

2. Click the Edit icon (appears at the end of the row together with delete icon)

3. Update the team name and/or members as needed

4. Save your changes

Deleting a Team

1. Find the team in the list

2. Click the Delete icon next to the Edit icon

3. Confirm deletion in the confirmation dialog

Using Nooks Teams

Weekly Reporting

Nooks Teams can be used in both types of weekly reporting:

Team Overview Weekly Reporting (Weekly Recap Reports)

1. Select your Nooks Team to view general performance metrics

2. See how team members are performing overall

KPI Weekly Recap

1. Track whether members of the team are meeting their KPI goals

2. Monitor team performance against established targets

Setting KPI Goals for Nooks Teams

Before using Nooks Teams for KPI weekly recaps, you must first set KPI goals:

1. Go to the KPIs tab at the top of the Weekly Report section in Settings tab

2. Click the Add Target button

3. From the team selection dropdown, choose your team

4. Set your KPI targets for the team

5. Save your new KPI goal

Once KPI goals are set, you can select this team in the KPI Weekly Recap reports to track performance.

Main Reporting

Nooks Teams can also be used in the main reporting section:

• Once Nooks Teams are created, for all dashboards with team filters you'll find your Nooks Teams listed

• Select a Nooks Team to filter the reports by that team

• The filtering works exactly the same way as it does for SEP/CRM teams

Advanced Feature: Replacing SEP/CRM Teams

There is an option to completely replace SEP/CRM teams with Nooks Teams. This is found on the bottom of the Nooks Teams page as a button labeled Replace SEP/CRM Teams with Nooks Teams

Important Warning

This is a significant change that affects your entire reporting system. When you click this button:

1. All relationships with SEP/CRM teams will be removed

2. Your weekly reporting, KPI goals, and main reporting will be based solely on Nooks Teams

3. This action cannot be easily reversed

4. We do not recommend using this feature unless you are certain you want to make this change.

Benefits of Nooks Teams

Nooks Teams offer several advantages over external teams:

• Greater Flexibility: Add or remove any member at any time

• Full Control: Create, edit, and delete teams directly within Nooks

• Seamless Integration: Use them throughout the platform for reporting and KPI tracking

• Independence: No reliance on external data sources

By utilizing Nooks Teams effectively, you can better organize your workspace, track performance, and manage KPI goals for your internal teams.