Creating Teams

Overview

Teams in CompassHQ represent the organizational units that own and deliver software. Setting up your team structure is the first step to tracking delivery performance, because every metric in CompassHQ rolls up to a team.

Creating a New Team

1. Navigate to Teams in the left sidebar.
2. Click the Create Team button in the top-right corner.
3. Enter a team name that matches how your organization refers to this group (e.g., “Payments Platform” or “Mobile App”).
4. Optionally add a description to clarify the team’s scope and responsibilities.
5. Click Save to create the team.

Adding Members

Once the team exists, you can populate it with members:

1. Open the team by clicking its name in the team list.
2. In the Members section, click Add Member.
3. Search for a user by name or email and select them.
4. Repeat for each person on the team.

Members can belong to multiple teams, which is useful for engineers who split time across projects.

Setting a Team Lead

Every team should have a designated lead. The team lead appears in dashboards and reports as the primary point of contact for delivery performance.

1. From the team detail view, find the member you want to designate.
2. Click the options menu next to their name and select Set as Team Lead.

Team Hierarchy

CompassHQ supports nested team structures. You can set a parent team when creating or editing a team, which allows metrics to aggregate upward through the hierarchy. This is helpful for engineering directors who need a rolled-up view across multiple squads or pods.

For example, you might have a “Platform Engineering” parent team with child teams like “Infrastructure”, “Developer Tools”, and “Security”.