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Integrating Tasks with Your Calendar

Keeping your schedule organized and managing your time effectively are crucial elements of productivity. At , we understand the importance of having your tasks aligned with your daily planner. That’s […]

Custom Behavioral Assessments

Our application includes a custom behavioral and personality assessment integration allowing managers to attach PDF documents from any behavioral assessment tool to their team members’ profile.

The Culture & Capacity Assessment Tool

Next Level Nonprofit has developed a simple tool called the Culture & Capacity Assessment. This tool is distinct from our annual review process and can more accurately be viewed as […]

Text Notifications: Opting Out & In via Text

In , you have the option of turning text notifications on or off via your user profile as discussed in this article. You can also stop all text notifications from […]

How to Use Recurring Projects and Project Templates

Project Templates and Recurring Projects allow admins to create a series of tasks grouped into a project, which can then be set to recur at a specified interval.

Getting Started with Projects

“Projects” are a way to bring parts of the application together into formalized meetings and group tasks into projects. It’s part meeting management and part project management–with a lot of […]

Create a Meeting

You almost certainly have some meetings already on your calendar. You can easily re-create them here. To create a new meeting, go to My Meetings, and click the Create New […]

Meeting Invitations

Once a new meeting is created and you’ve selected individuals that should attend, each individual has the option to accept, maybe accept, or reject the invitation. If the individual rejects […]

Running a Meeting

Let’s assume you already have some meetings created, by you or someone else, and the agenda items are set. Let’s run through how your meeting will run in . Before […]

The Segue

Every meeting includes a Segue section at the beginning of the meeting agenda. This section includes a space for a virtual meeting link so remote attendees don’t have to go […]

Unified Search

We are all about breaking down silos of information and allowing leaders to focus their time in meetings on what really matters. Our Unified Search function builds on that vision allowing users to search across all components of the application.

Meeting Sticky Notes

In the Segue portion of your meeting, you’ll see a little button on the right titled “Add Sticky Note.” Clicking that button adds a digitally-editable sticky note to your meeting. […]