Embedding a Google Sheet 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 […]
Objective Trends with Meetings If you’ve added individual objectives or entire objective categories to your meeting agenda, you will see a tab in your meeting agenda for “Objectives”. Clicking that pulls up your custom […]
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 in Meetings is an optional agenda item that allows meeting attendees to view and “like” company-wide given to users in for their achievements. are entries of positive 5 or more […]
“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 Creating a ‘s management module allows users to organize into . Users can initiate a new by accessing the “ List” in the main navigation under “”. Once on the page, click “New […]
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 ” […]