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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Teams in Workforce Optimization for ITSM

Learn how you can organize each of your teams into assignment groups. You can then define a set of Key Performance Indicators (KPIs) to analyze the performance of all groups within that team. Drill into the metrics for a group, an agent, or an incident within that team—all from a central location.

This video gives you an overview of how you set up your teams into assignment groups and add KPIs to measure performance.

The image shows a visual representation of how you can organize your teams into groups.

Image omitted: teams-drilldown-wfo-itsm.png
Teams

Drill down into your reports.

Image omitted: teams-drill-down-wfo-itsm.gif
This graphic displays how you can drill down into the data for your teams

As an administrator for Teams, you can:

  • Create a KPI group for a common set of indicators (KPIs) you use to measure your teams' performance.

    Note: Your teams are called assignment groups within the Teams application.

  • Add the KPIs to the KPI group.

  • Add assignment groups to the KPI group.

    Note: Make sure that you’ve added a manager to each assignment group. The manager either directly manages the assignment group or needs visibility into the assignment group.

As a manager, you can:

  • Analyze the performance trends for your teams.
  • Drill down into the performance of teams, agents, or incidents.

Getting started with Teams n Workforce Optimization for ITSM

Select a task that you would like to perform to navigate to the topic for detailed instructions.

BenefitUsersFinding tasks to complete in Teams
Activate Teams in the Workforce Optimization for ITSM.adminActivate Teams in Workforce Optimization for ITSM
Refer to the roles, tables, and other components used in Teams.Any Teams roleTeams components in Workforce Optimization for ITSM
Organize teams into assignment groups for managers so that they can analyze team performance.adminSetting up Teams in Workforce Optimization for ITSM
Analyze your teams' performanceTeam performance adminAnalyzing team performance using Teams in Workforce Optimization for ITSM