> ## Documentation Index
> Fetch the complete documentation index at: https://agents-docs.hockeystack.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team

> The Team page provides managers with a hierarchical view of their sales team's task execution metrics. Use it to monitor daily performance, track completion ...

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## Overview

The Team page provides managers with a hierarchical view of their sales team's task execution metrics. Use it to monitor daily performance, track completion rates, identify coaching opportunities, and drill into individual or sub-team performance.

## Who Should Use This Page

The Team page is designed for **managers and team leads** who have direct reports. If you don't have direct reports in the system, this page will not appear in your navigation.

## What You See

### Team Scorecard

The main view is a table showing each team member with their task metrics:

| Column       | Description                                                          |
| ------------ | -------------------------------------------------------------------- |
| **Rep**      | Name, avatar, email, job title, and team size badge (for team leads) |
| **Tasks**    | Completion rate and visual progress bar                              |
| **Coaching** | Link to rep-specific coaching insights (when available)              |

### Team Totals Row

A summary row at the top aggregates metrics across all visible team members, giving you a quick read on overall team performance.

### Team Lead Row

When you drill into a sub-team, the team leader's personal stats are pinned at the top (marked with a crown icon) so you can compare their performance alongside their team.

## User Hierarchy

The Team page reflects your organization's reporting structure:

* **Top-level view** — Shows your direct reports.
* **Sub-team drill-down** — Click a team lead to see their direct reports. A breadcrumb trail tracks your navigation path.
* **Multi-level support** — You can drill as deep as your org hierarchy goes.
* **Team size badges** — Managers show the number of their direct reports next to their name.

### Navigating the Hierarchy

1. Start at your top-level team view.
2. Click a team lead's row to drill into their team.
3. Use the **breadcrumb trail** at the top to navigate back to any level.
4. The URL updates as you navigate, so you can share links to specific team views.

## Task Completion Metrics

The Tasks column provides a detailed breakdown of execution performance.

### Tasks Due Today or Earlier

| Metric                    | Color | Meaning                                          |
| ------------------------- | ----- | ------------------------------------------------ |
| **Actioned on time**      | Green | Completed or dismissed on or before the due date |
| **Actioned past due**     | Amber | Completed or dismissed, but after the due date   |
| **Not actioned past due** | Red   | Still pending and past the due date              |

### Tasks Due Later

* **Total** — Future tasks not yet due.
* **Completed** — Future tasks already completed.
* **Dismissed** — Future tasks already dismissed.

### Visual Progress Bar

Each rep's row displays a segmented progress bar with color-coded sections matching the metrics above. Hover over the bar for a detailed breakdown with exact numbers.

### Clicking Through to Tasks

Hover over the task metrics to see a link that navigates to the Tasks page, pre-filtered for that specific rep. This lets you see exactly which tasks are pending, completed, or overdue.

## User roles and hierarchy

User roles, access levels, and the reporting hierarchy that powers this page are all configured in **Workspace Settings > Team**. See [Users and Roles](/sales-agents/configuration/users-and-roles) for full details on setup.

## Date Range Filtering

The toolbar includes a date range selector to control the time window for metrics:

* **This Week** (default) — Monday through today.
* **Last Week** — Previous full week.
* **Last 30 Days** — Rolling 30-day window.
* **Custom range** — Pick any start and end date.

All metrics recalculate based on the selected date range.

## Constraints

* The Team page only appears for users who have **direct reports** in the system.
* Hierarchy is based on your reporting structure in workspace settings. If the hierarchy is incorrect, update it in workspace settings.
* Task metrics are timezone-aware — calculations use your configured timezone.

## FAQ

<AccordionGroup>
  <Accordion title={"Why don't I see the Team page in my navigation?"}>
    The Team page is only visible to users with direct reports. If you manage a team but don't see it, ensure your reporting relationships are correctly set up in your workspace settings.
  </Accordion>

  <Accordion title={"How is the actioned rate calculated?"}>
    Completion rate = (completed + dismissed) / total tasks for the selected date range. Both completed and dismissed tasks count as 'actioned.'
  </Accordion>

  <Accordion title={"Why are dismissed tasks counted as 'actioned'?"}>
    Dismissing a task is a deliberate action — the rep reviewed it and decided not to act on it. This is valuable signal that the rep is triaging their workload, even if the task wasn't completed.
  </Accordion>

  <Accordion title={"Can I see historical performance?"}>
    Yes. Use the date range selector to view past weeks or a custom date range. This lets you track trends over time.
  </Accordion>

  <Accordion title={"How do daily task caps affect the Team page?"}>
    Daily caps (set per role in Configuration) limit how many tasks are generated. If a rep has a cap of 10 and consistently completes all 10, you might consider increasing their cap. If they regularly have unactioned tasks, the cap might be too high.
  </Accordion>

  <Accordion title={"What does the crown icon mean?"}>
    The crown icon marks the team leader when you drill into a sub-team view. Their personal stats are shown separately from their team's aggregate metrics.
  </Accordion>

  <Accordion title={"How do I change a team member's role?"}>
    Navigate to **Workspace Settings > Team** to manage role assignments. See [Users and Roles](/sales-agents/configuration/users-and-roles).
  </Accordion>
</AccordionGroup>