Commandix guide
Units and People
Units model the company hierarchy. They control manager scope, department task queues, performance drilldowns, and sales team analysis.
Last updated July 8, 2026
How to create a department or team
- Open Units.
- Select add department at the root level or under an existing parent unit.
- Enter name and optional description.
- Search and add existing users as members if needed.
- Create the unit. It appears in the hierarchy and can receive tasks, projects, goals, and deals.
How to add a person to a unit
- Open Units and choose the target unit.
- Select add person.
- Enter name, email, and password or generated passphrase.
- Optionally set the person as department head.
- Create the user. They become part of the unit and can receive tasks.
Unit detail tabs
Overview
Summarizes unit completion, child units, active work, blocked work, and unassigned tasks.
People
Shows team members with task completion and performance cards.
Tasks
Shows the unit task queue in kanban or list mode.
History
Shows six months of task completion by person and sales performance where applicable.
How to find high and low performers
- Open Units.
- Select the department or sales unit you want to analyze.
- Switch to People to compare current completion and assigned work.
- Switch to History to compare six-month task completion by person.
- For sales units, compare won value and won count across team members.
- Select a person to open the person detail page and inspect their tasks, goals, and contribution.
