What you’ll learn
How to read your team’s strengths and gaps on the Team Dashboard
How to compare yourself with a specific teammate before a hard conversation
How to ask for coaching about a teammate on Discover
How to focus your coaching on the people you meet with
Who can do this: All Cloverleaf users who belong to a team.
New to Cloverleaf? Start with the Cloverleaf Quick Start Guide to set up your account and take your first assessment.
How do I see my team in Cloverleaf?
Select My Teams in the left sidebar to open your Team Dashboard. The top of the page has a question bar and Smart Prompts written about the people on your team. Click a prompt, or type your own question, such as “How can I inspire my team?”
Below the prompts, the dashboard groups your team’s results into four sections: Activities, Relationships, Roles, and Behavior.
Decision point:
If you manage people, also open Reporting Team in the sidebar for coaching on your direct reports. See How to Manage Reporting Teams.
If you’re on a team but don’t manage anyone, continue below.
For a full tour, see Team Dashboard Overview.
How do I see which roles my team covers?
In the Roles section, Team roles lists eight roles: Innovator, Resourcer, Coordinator, Driver, Monitor, Teammate, Implementer, and Finisher. A check mark means someone on your team naturally fills that role. An exclamation point means no one does yet. Expand Team role grid for the full grid view.
Example: before a project kicks off, look for gaps. If Coordinator shows an exclamation point, agree up front on who will keep the work organized so it doesn’t fall through the cracks.
How do I run a team activity?
The Activities section offers short exercises you can run with your team, such as:
Cloverleaf Spotlight (3 to 7 minutes per person): builds open, honest communication across the team.
Scavenger Hunt (5 to 7 minutes per person): explores what energizes each team member.
Team Traits Explorer (16 Types) (30 to 60 minutes): shows how your team learns, decides, and collaborates.
Select View all activities for the full list.
How do I compare myself with a teammate?
In the Relationships section, Thinking styles comparison puts two people side by side. Choose an assessment from the first dropdown (for example, 16 Types), then pick two teammates. Cloverleaf lists how each person tends to approach conflict, the outcome each one wants, and how others perceive them.
Example: Noor’s desired outcome is intact relationships, and Quinn’s is closure. Before a disagreement between them, this tells you to resolve the issue in a way that leaves neither person feeling unheard.
Team thinking style, just above, shows whether your team leans diverse or similar overall.
How do I get coaching about a specific teammate?
On Discover, type your question in the search bar and add @ followed by a teammate’s name. Select them from the People list, then submit.
Example: “How can I give clearer feedback to @Quinn Brown?”
The response draws on both of your assessment results. The People panel shows who is included, and Traits shows what the coaching drew on. Below the response:
Apply this gives suggested actions.
Dive deeper expands on the coaching.
Take notes lets you save your own notes.
To keep getting coaching on the same topic, select Get bite-sized coaching on this delivered to you.
Note: You only get coaching on teammates whose Visibility Settings allow it. See How to Adjust Your Visibility Settings. Your searches stay private and are not used to train AI models.
See How to Use Discover.
How do I get coaching before meetings with teammates?
Select Calendar in the left sidebar, then choose Connect with Google or Connect with Microsoft. Your coaching then focuses on the people you actually meet with.
To get coaching only before meetings, go to Coaching in the sidebar, select Coaching settings, and choose Only around my meetings.
For setup details, see Connect and Customize Your Calendar. To get coaching in Slack or Microsoft Teams, see Integrations.
You’ll know it worked when...
My Teams opens a Team Dashboard whose Smart Prompts name your teammates.
Team roles shows a check mark or exclamation point next to each role.
Thinking styles comparison shows two columns for the teammates you picked.
A Discover response lists your teammate in the People panel.
Your calendar shows as connected on the Calendar page.