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    Understanding the Teamo Hierarchy

    Every piece of information in Teamo lives within a structured hierarchy.

    This hierarchy is what allows Teamo to remain flexible enough for different industries while keeping information organized, connected, and easy to manage.

    Understanding how the hierarchy works will help you design better systems, build more effective workflows, and avoid common setup mistakes.

    The Teamo Hierarchy

    Organization → Unit → Module → Record → Activity Group → Activity → Detail

    Each level serves a different purpose and helps organize information in a logical way.

    Hierarchy and Rows

    The hierarchy defines how information is organized within Teamo. At different levels of the hierarchy, information is stored as rows.

    Teamo supports three row types:

    • Records
    • Activities
    • Details

    For example:

    Organization → Unit → Module → Record → Activity Group → Activity → Detail

    In this hierarchy:

    • Record is a row type
    • Activity is a row type
    • Detail is a row type

    To learn more about row types and when to use them, see Understanding Rows: Records, Activities, and Details.

    Organization

    The Organization is the highest level in Teamo. It represents your company, workspace, or business environment. Everything you create in Teamo belongs to an Organization.

    Examples

    • DigiMarketing LLC
    • Acme Consulting
    • ABC Healthcare
    • XYZ Events

    Most companies will only have one Organization.

    Unit

    Units are used to separate major areas of your business. A Unit can represent a department, business function, office location, region, business entity, or any other high-level division that makes sense for your organization.

    Units help keep related systems, data, and workflows organized while still allowing them to remain connected within the same Organization.

    Examples

    Departments:

    • Sales
    • Marketing
    • Operations
    • Finance
    • Human Resources

    Office Locations:

    • London
    • Tokyo
    • New York
    • Sydney

    Regions:

    • North America
    • Europe
    • Asia Pacific

    Business Entities:

    • Acme Holdings
    • Acme Consulting
    • Acme Ventures

    The best Unit structure depends on how your organization operates. Some companies organize by department, others by location or business entity, and many use a combination of these approaches.

    Module

    Modules are where specific business processes are managed. Each Module is designed to manage a particular type of information or workflow.

    Examples

    • Leads
    • Clients
    • Projects
    • Events
    • Employees
    • Inventory
    • Vendors
    • Support Tickets

    Most businesses will create multiple Modules inside each Unit.

    Example

    Unit: Commercial

    Modules:

    • Leads
    • Clients
    • Events

    Record

    Records are the primary items managed within a Module. Every Module contains Records. If a Module represents a process, a Record represents a specific item within that process.

    Examples

    Inside a Leads Module:

    • Acme Corporation
    • Johnson Manufacturing
    • Global Ventures

    Inside a Clients Module:

    • Nike
    • Coca-Cola
    • Spotify

    Inside an Events Module:

    • Annual Marketing Summit 2026
    • Product Launch Event
    • Customer Workshop

    Activity Groups

    Activity Groups help organize related information and activities within a Record. They provide structure and allow businesses to group related work into logical categories.

    Example: Marketing Agency Client Record

    Record: Nike

    Activity Groups:

    • Contacts
    • Invoices
    • Brand Assets
    • Campaigns
    • Reports

    Example: Event Record

    Record: Annual Marketing Summit 2026

    Activity Groups:

    • Schedule
    • Contractors
    • Attendees
    • Budget & Expenses
    • Equipment

    As Records grow over time, Activity Groups help keep information organized and easy to navigate.

    Activities

    Activities are the individual items that live inside an Activity Group. An Activity can represent a task, meeting, campaign, invoice, contact, expense, deliverable, attendee, contractor, milestone, or any other item relevant to the process being managed.

    Examples

    Inside the Contacts Activity Group:

    • John Smith
    • Sarah Johnson
    • Michael Lee

    Inside the Campaigns Activity Group:

    • Summer Product Launch
    • Black Friday Campaign
    • Customer Retention Campaign

    Inside the Budget & Expenses Activity Group:

    • Venue Deposit
    • Catering Invoice
    • AV Equipment Rental

    Details

    Details are the most granular level of information in Teamo. They typically contain tasks, notes, updates, files, comments, interactions, or supporting information related to a specific Activity.

    Examples

    Activity: Summer Product Launch

    Details:

    • Create social media assets
    • Design banner ads
    • Write landing page copy
    • Schedule social media posts

    Activity: John Smith

    Details:

    • Initial discovery call completed
    • Sent proposal on June 12
    • Requested revised pricing
    • Follow-up meeting scheduled

    Details help capture the work, communication, and information that supports a specific activity.

    Example: DigiMarketing LLC

    The example below demonstrates how a single piece of information fits into the full Teamo hierarchy.

    Organization
    DigiMarketing LLC

    Unit
    Commercial

    Module
    Clients

    Record
    Nike

    Activity Group
    Campaigns

    Activity
    Summer Product Launch

    Detail
    Create social media assets

    Visualized as a hierarchy:

    DigiMarketing LLC
└── Commercial
    └── Clients
        └── Nike
            └── Campaigns
                └── Summer Product Launch
                    └── Create social media assets

    By looking at the detail "Create social media assets", we immediately know:

    • It belongs to the Summer Product Launch campaign
    • The campaign belongs to the Campaigns activity group
    • The activity group belongs to the Nike client record
    • The record belongs to the Clients module
    • The module belongs to the Commercial unit
    • The unit belongs to DigiMarketing LLC

    This structure ensures that every piece of information has context and remains connected to the rest of your business data.

    Different Businesses, Same Hierarchy

    While the hierarchy always remains the same, the information stored within it can vary significantly depending on the type of business.

    Marketing Agency

    Client → Campaigns → Campaign → Tasks

    Event Company

    Event → Schedule → Session → Tasks

    Recruitment Agency

    Candidate → Interviews → Interview → Notes

    Property Management Company

    Property → Maintenance → Request → Tasks

    Teamo's flexibility allows organizations to model their own processes while maintaining a consistent structure across the platform.

    How to Think About the Hierarchy

    A simple way to think about Teamo is:

    • Organizations contain Units
    • Units contain Modules
    • Modules contain Records
    • Records contain Activity Groups
    • Activity Groups contain Activities
    • Activities contain Details

    Each level adds more structure and context to the information below it.

    Next Steps

    Now that you understand the hierarchy, continue with: