Admin

Initial setup, configuration and customization.

Category Groups

Category Groups are Categories grouped together within the application. Groups are a vital part of the application because it helps keep the application organized and with the visualization of the […]

Exporting Data

Exporting data from the application is available in multiple areas of the application. To export, first log into your organization’s  application. For example purposes see the menu on the left side of […]

Mass Update Metrics

In some situations, there is a need to update properties of multiple individual in your organization. For small batches of updates, using Administration > Manage will work, but if your […]

Bulk Import Metrics

If you are responsible for updating a lot of on behalf of your team, you’re gonna love this. You could go to each individual’s Employee Dashboard and update all the […]

Bulk Upload and Import

Whether you’re starting fresh or have a ton of user data to update, the Bulk Import/Update function is your best friend. Let’s break it down into two parts. The first […]

Asana Connect

You can integrate directly with Asana to keep your and perfectly in sync. Once connected, updates flow both ways — meaning changes made in either platform automatically appear in the […]

Personal Asana Account Sync

Clicking Connect Asana under “Personal Connection Status” from the Asana Integration page authorizes your Asana account using OAuth so that the two systems can sync your Tasks and your Projects from Asana to this system.

Organization-level Asana Integration

These settings are required one time per organization and must be completed by an administrator. They allow this system to securely communicate with your company’s Asana workspace. This section configures […]

Bulk Import/Export Project and Task Data

Learn how to export project and task data to edit in a CSV editor, like Excel, and then re-import in bulk into the application.

OpenAI API Key Setup

Using a service account API key is essential for security and consistent access to your entire workspace, ensuring all meeting notes and data are captured effectively.