Detour Alert! When in a meeting, you’ll find a button at the top labeled “Detour.” When a meeting starts to go on a tangent or is quickly about to take a turn, […]
Meeting Templates Meeting Templates are a powerful feature within designed to simplify the process of creating and managing meetings, making it more efficient and user-friendly. These predefined configurations allow you to quickly […]
Shout-Outs recognize specific achievements and helpful actions in . The name may appear as High-Fives or another term chosen by your organization. Recognition uses your configured positive feedback types; those types […]
“Quick Add” in a Meeting The Quick Add feature lets you capture items on the fly from within the meeting screen. Just click Add, type a title, and hit Enter.
Using the Kanban Board The Kanban Board provides a visual way to manage your and . You can organize work into customizable swimlanes, drag and drop items to update their status, and watch changes […]
Impersonate Mode Purpose The Impersonate feature allows users with the “Impersonate Others” permission to temporarily view the application as another user. This tool is primarily intended for diagnostic and support purposes, such […]
Initiatives Initiatives are comprehensive, long-term goal that is broken down into multiple projects. Each project acts as a distinct component of the overall initiative, and every project can have its own set of tasks.
Roles Overview Roles are crucial in [brandname]. New users should take the time to thoughtfully define the skills and responsibilities for each role. A well-considered role setup not only improves the accuracy of performance reviews but also streamlines permissions and custom configurations across the platform.
Rocks Overview Using the list The full list retains company and owner groups. Group headings identify the owner by name and photo or initials. Company indicators, completion dates, status controls, View actions, […]
Create New Rocks To create a , use the nav panel, select >> List. Once on the main page, click the + New button at the top. That will open the “New ” […]
Create a Project from inside a Meeting As of v6.3, you can create a from inside a meeting as well as from the screen. are a way of grouping a series of that are all interrelated. If […]
Initiatives List Read cards in meetings Meeting Start and Meeting Preview keep names, owner photos or centered initials, dates, progress and status together. Use View Details to open the full record and […]