Admin

Initial setup, configuration and customization.

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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.

How to Create a Support Ticket

There are several ways to get the help you need. You can search this Knowledge Base or reach out to us directly. Here are the three primary ways to reach […]

Allow Update of Own Objectives

In some organizations, employees are allowed to update the current for their own . In others, they are not. In Company Setup, you have the global option to enable or […]

Behavioral Profiler

Behavioral assessments can offer several benefits to an organization when given to teams. There are three options to select which behavioral profiler your organization uses. Select the profiler you would […]

Integrator Mode

When you first create a new organization, all users have a special privilege we call “Implementers.” For each of these users, that “Implementation Mode” removes the can score in, is […]