Run a team Huddle

A Huddle is the shared meeting workspace for one team. It brings the team’s goals, customer evidence, delivery state, current focus, and unresolved actions into one review. By default, its initiative context covers the selected team’s Definition and In Progress initiatives; it is not a tab inside one initiative.

To find it, select a team in the workspace sidebar, then open Huddle. Use Today for today’s working Huddle or History for an earlier saved Huddle.

Choose the team whose work you want to review. Goals, delivery data, and pending actions belong to that team. Use Context to choose which initiatives and connected sources its widgets show.

Team admins and editors can refresh the Huddle, change its shared context and layout, and manage meeting content such as the Focus checklist. Viewers can read the saved Huddle and open its supporting details.

Huddle can still open when a source is empty. Add dated goals, link evidence or Studies to the selected initiatives, and connect Jira or Linear for live delivery widgets.

1. Select the team you want to review in the workspace sidebar.
2. Open Huddle in the sidebar.
3. Choose Today for today’s working Huddle. Choose History when you need an earlier saved date.
4. Hover over or focus Context to check the sources used on this tab. The Huddle information icon beside it shows the Huddle date and Updated timestamp; select it to open details. Use Refresh Huddle for an updated read of the connected work.
5. Open a widget’s details or source links before making a decision.

The first visit prepares that day’s Huddle. Refresh updates the same daily record. Comparisons name the earlier Huddle used as the baseline; without an earlier snapshot, Huddle shows no baseline rather than assuming zero activity.

Use these widgets to guide the review:

Widget	Question to answer
Goals	Are the team’s dated goals moving, and which goal needs attention?
Customer evidence	What new evidence or reviewed Study finding supports, qualifies, or challenges the work?
Delivery	What is moving through the current cycle, blocked, at risk, or unassigned?
Pending actions	Which blocker, decision, or follow-up still needs an owner or resolution?

Open the relevant row, detail view, or source link before the team records a decision. Add Focus, Sentiment, Direction, Accounts Evidence, or a connected Jira or Linear widget when the meeting needs a different question. Huddle widgets and settings lists every widget, its data, and its configuration.

Select Context in the toolbar to share initiative, customer, Linear, Jira, evidence fallback, and Direction source choices across tabs. Widgets can keep their own supported source selections; initiative scope stays shared. Follow Choose your Huddle context to set shared choices, manage overrides, or return to automatic selection.

Open Huddle options → Customize. Use Widget catalog to add widgets to the active tab. Move or resize widgets, use Apply settings to preview display choices, or reset the tab’s layout. Save layout shares these changes with the team; Cancel discards the draft.

Use the tab strip at the bottom to create, rename, reorder, or remove shared team tabs. Each tab keeps its own widgets, positions, sizes, and view settings. The team shares those changes across devices; only the tab you currently have selected remains personal to this browser.

In Settings → Huddle, authorized users can choose manual or automatic preparation and manage the workspace default layout. Follow Customize your Huddle for every layout, tab, scheduling, sharing, and recovery option.

Use Pending actions to keep unresolved work visible after the meeting. Assign an owner and expected resolution date, then mark the item resolved when it is done. With grouping enabled, editors can use Add blocker, Add decision, or Add follow-up within the corresponding section.

You can also use Add transcript to bring meeting discussion into Huddle, or select the Capture an update microphone icon at the far right of the Pending actions heading to record an update from the discussion. Review proposed actions before accepting them. A Direction recommendation becomes a pending action only after an explicit add.

Removing a widget or tab changes the team’s shared view; it does not delete the team’s goals, Focus items, or pending actions. Editing a shared record updates the same team data wherever it appears.

Use Today and History at the top of Huddle to switch between current work and earlier saved dates. These are different from the shared team tabs at the bottom. History lets you open earlier saved team Huddles; layout changes do not rewrite those snapshots.

Context changes do not replace the initiative scope saved in an earlier Huddle. Later changes to goals and pending actions do not rewrite their earlier saved state. Focus history preserves the recorded checklist for the selected day’s period.

Accounts Evidence and connected provider widgets read live data. Treat them as current information even when reviewing an earlier date. Direction’s historical assessment is saved, while its Insights & ideas context reflects current links.