Manage My Teams in Momenta

The updated Manage My Teams page in Momenta empowers team leaders and admins to monitor engagement, manage assignments, and support participants across teams—all without leaving the platform. The new interface consolidates team management and metrics into a single, actionable dashboard view.

Example Use Cases:

• Track overdue assignments across regions or cohorts
• Monitor login activity by team
• Set up and manage teams for rollout programs

• Team Leader: Create/edit teams, monitor engagement and assignments
• Client Admin: Access all teams across a client folder
• JSM (Journey Success Manager): Support program setup, QA, and onboarding

Overview Tab

A snapshot view across six key team metrics:

• Assignments (Completed / In Progress / Past Due)
• Actions & Go-Do Activity
• Login Activity (last 3 months)
• Upcoming Sessions
• Team Members Behind
• Recent Team Activity

Most widgets are clickable overlays with filters and export options.

Teams Tab

Enables direct interaction with team data:

• Select team from dropdown
• View team composition and roles
• Create/edit/archive teams
• Assign or remove members

A. Creating a Team

1. Go to Manage My Teams > Teams Tab
2. Click Create a Team
3. Choose subscription, enter team name, add users
4. Click Create Team

B. Adding Team Members

1. Select a team
2. Click Add Member
3. Search by 2+ characters or create a new user
4. Click Add Members

Note: Users will be emailed when added to a team.

C. Viewing Metrics

• Click any widget on the Overview tab
• Apply filters by team, user, or assignment status
• Use Export to download CSV/Excel reports

D. Archiving a Team

1. Go to the Teams tab
2. Open the team > click three-dot menu > Archive Team
3. Confirm in modal

E. Restoring a Team

1. From the dropdown, select Archived Teams
2. Click Restore Team
3. Confirm to reactivate the team

• Admins can view all teams; Team Leaders only see their assigned teams
• User search requires a minimum of 2 characters
• Only one Team Leader can be assigned per team
• Archived teams cannot be edited unless restored
• Use filters to avoid misinterpreting overdue metrics

• Updated Guide for Team Leaders

• Video walkthrough: Manage My Teams (2025 Update)

• Manage My Teams – Landing Page
  

• Assignment Tab with Filters
  

• Add Member Button
  

• Create a Team Modal