How to Set Up Your First Department in DeptOps
Add people, assign roles, create your first responsibilities, and establish basic ownership.
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Step-by-step guides for running DeptOps.
Practical instructions for departments, responsibilities, work, forms, coverage, and the views that keep operations visible day to day.
How to Create and Assign Responsibilities
Set primary owners, backup owners, participants, temporary coverage, resources, and related operational information.
Read guideHow to Create Recurring Work and Never Miss Routine Tasks
Set up recurring work, assign it, establish due dates and priorities, and understand how future work is generated.
Read guideHow to Use My Work to Manage Your Day
Understand what is assigned to you, prioritize upcoming and overdue work, complete checklists/forms, and record completion.
Read guideHow to Use Needs Attention to Find Operational Problems
Understand why items appear in Needs Attention, identify overdue/blocked work and responsibility issues, snooze items when appropriate, and resolve the underlying problem.
Read guideHow to Build a Form and Collect Operational Information
Create a form, add fields, connect it to work, collect submissions, and understand when approvals are useful.
Read guideHow to Set Up Backup Owners and Temporary Coverage
Assign backups for important responsibilities and configure temporary coverage when someone is unavailable.
Read guideHow to Handle an Employee Role Change or Departure
Transfer responsibilities, recurring work, open work, backup assignments, and coverage while preserving operational history.
Read guideHow to Organize Multiple Teams with Departments and Subdepartments
Build a department structure, assign people and managers, and use hierarchy to organize larger organizations.
Read guideHow to Customize Your DeptOps Home Dashboard
Choose which operational widgets appear, reorder them, select 1/4, 1/2, 3/4, or full widths, and create a dashboard focused on what matters to your role.
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