Understanding the Team Dashboard
The Team Dashboard is the first item you will see when you log into AgilityHealth®. Depending on your permissions, you may see an image like the below or an image with fewer or more rows. This dashboard shows how the teams within your company are organized in AgilityHealth®.
The View button allows you to view the teams on the dashboard in either a Swim Lanes View or Grid View.
You can use the Swim Lanes View to only see each team’s icon and their team name. The Grid View is a tabular view of all your teams with additional information such as the number of assessments this team completed, date of their last assessment and how the team is tagged.
The State button will allow you to filter which teams you see on the dashboard by active or archived teams. You can easily switch between views by clicking the button again.
In the Archived view, you choose to Restore an archived team. Learn how to Restore a Team.
Add a Team Button
The Add a Team button will allow you to create a team, multi-team or enterprise team.
Swim Lane View
You will begin in the Swim Lane View, by default. Each Swim Lane, or colored bar, represents a different type of team.
The blue swim lanes are a grouping of individual teams by work type such as software delivery, service and support, etc. By clicking on the team’s icon, you can go to that team’s Assessment Dashboard and view the assessments they have already taken.
The orange swim lanes are a grouping of several sub-teams into one parent team, called multi-teams. These could be grouped by program, product line, portfolios, business units, communities of practice, etc. When you click on the team icon for a multi-team, you’ll be taken to the multi-team radar combining data from all the sub-teams included in that multi-team.
The green swim lanes are a grouping of portfolio or product multi-teams that may make up your entire organization or a division of your organization, called enterprise teams. By creating enterprise teams, you create roll-up radars of all the data in the sub-teams’ radars included in that enterprise team. To view the roll up radar, just click on the team’s icon.
Learn more about teams, multi-teams and enterprise teams.
Filtering Your View
In Swim Lanes View, you can click on the green sidebar to the left of the first team on your dashboard to filter your view by specific team tags. For example, you can filter to view only the teams in a certain portfolio, program, business units, work type (software development, support, business teams, etc).
There are several filter options to display teams throughout your company. The filter displays are dependent on specific tags that have been created or utilized within your team creation process. When you click on the <> icon in green, a menu will display all filterable options available to you at this time.
Expand All / Collapse All Button
The Expand All button will expand all the rows on the Team Dashboard and is only available in the Swim Lanes view.
If you click Expand All, the button will then change to say Collapse All, which will collapse the rows when clicked again.
If you wish to expand or collapse a single row in the Swim Lanes view, simply click on the blue, green or orange colored swim lane colored bar.
Edit, Archive or Delete a Team
You can edit, archive or delete a team by hovering over their team avatar and choosing either the blue pencil icon to edit or red cabinet icon to archive or delete a team. Learn how to edit, archive or delete a team.
The Grid View is a tabular view of all your teams with additional information such as the number of assessments this team completed, date of their last assessment and how the team is tagged.
Filter Your View
You can choose to filter by team type, by choosing an option from the menu with All in the box. You can also type in an team name or work type in the Search bar to filter.
You can filter by assessment date using the two date filters - this will filter on the last assessment date for each team who has completed an assessment within the range selected.
Click the Reset button to clear all filters.
Sort and Add/Remove Columns
To sort data in the columns, click the down arrow by any column and sort in ascending or descending order. You can select and deselect which columns you can see on the dashboard by clicking the down arrow next to any column and hovering over Columns in the drop down. Then simply check or uncheck the appropriate columns.
Company Admins love being able to see what Sub-Teams, Multi-Teams and Enterprise Teams are linked together using the Sub-Teams, Multi-Teams and Enterprise Teams columns.
You can export the data in Grid View to Excel by clicking the Export button. Any columns you have chosen to display on the screen will be included in the export.
View a Team
To view a team's assessment dashboard which is where their assessments are located or add an assessment for a team, click on their avatar.
Edit, Archive or Delete a Team
At the end of any row, you can use the blue pencil icon to edit a team or the red cabinet icon to archive or delete a team. Learn more about those items here.