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QuickBooks Integration

Access QuickBooks Connection Setup by navigating to the Administration Tab > QuickBooks Online Integration Settings. QuickBooks Connection Setup The QuickBooks connection allows your organization to import financial data from QuickBooks […]

Organizational Intelligence

Use Organizational Intelligence to ask the assistant questions about your team, reporting structure, work, meetings, and performance data using the access you already have in the platform.

Associated Projects

Associated Associated let you link related together so a larger “parent” can track the progress of smaller “child” . This is useful when your company runs a high-level Company made […]

Daily / Weekly Digest Emails

Overview Daily and Weekly Digest emails are short, user-personalized emails that summarize what happened for a user over a chosen period: What the digest can include Users can enable or […]

Formula Builder

Formula Builder Formula calculate their values using other and mathematical operators. Instead of entering a value manually, the result is generated from the formula you create. Creating a Formula To […]

Adding QuickBooks Objectives

QuickBooks QuickBooks automatically calculate values using data imported from QuickBooks. These eliminate manual data entry by pulling financial information directly from your connected QuickBooks dataset. Creating a QuickBooks To create […]

Related To-Dos

Related let you connect one to another. A parent is the larger item, while child are smaller items that support or break down the parent. Set an Existing Parent Use […]

My Issues List

My Issues List offers a centralized place to see all the conversations associated with you, regardless of where (or if) they appear in meetings.

“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 […]

Embedding Google Slides

To embed a Google Slide, open the presentation, go to File > Publish to the web, select the Embed tab, choose your settings (size, auto-advance), click Publish, then copy the […]

Embedding from Miro

Miro Live Embed enables embedding a board in a meeting to collaborate with other users in real time.