Embedding a Google Doc There are all sorts of things you can embed in your meetings, but it’s important to understand that these are “embedded” from 3rd parties. Each one has their own way […]
Embedding a Word Document There are all sorts of things you can embed in your meetings, but it’s important to understand that these are “embedded” from 3rd parties. Each one has their own way […]
Embed a 3rd-Party Application Some 3rd party applications will allow you to embed their application within your meeting. Some will not. has no control over whether they allow or disallow it. However, if they […]
Embedding an Excel Document There are all sorts of things you can embed in your meetings, but it’s important to understand that these are “embedded” from 3rd parties. Each one has their own way […]
Embeds Pull data from other parts of , embed documents from 3rd-parties and more into your meetings so everyone stays on the same page and remove all that siloed information. With […]
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.
Meetings Overview Meetings are designed to ensure all participants can contribute collaboratively while maintaining a focus on measurable outcomes. This article covers the basics of most meetings you’ll interact with.
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.
Meeting Notes offers a truly flexible add-on to Meetings called Meeting Notes which serves as an open-field of rich-text editing. Meeting Notes are much like a shared document, but they are specific […]
1 and 3 Year Goals, Rocks, & To-Dos in Meetings In , your , , and can be inserted into any Meeting in order to make them a separate item on the Meeting Agenda. You can easily add any 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 […]