Course curriculum

    1. Welcome to the 200 Level Courses

    2. What will you learn in 201?

    1. Tagging Priorities

    2. How is the color status determined?

    3. Connect Priorities and Annual Initiatives

    4. Add a Past Update to a Priority

    1. Visualize a Metric as a KPI Card

    2. Managing Metrics - Connections

    3. Metric with Number Cadence - Weekly or Monthly

    4. Formula Driven Metrics

    5. Exporting Data from Metrics

    1. Top Priority & Top Priority Calendar

    2. Clone a Huddle

    3. Send a Huddle Recap

    4. Setting up a Team

    1. What pulls in from the One Page Strategic Plan?

    2. Team Level One Page Strategic Plan

    3. Scaling Up Tools

    4. Announcements

    5. Suggestions Tab

    6. Surveys

    1. Slack Integration Setup

    2. Microsoft and Google Tasks

    3. Number Integrations - Zapier, Hubspot, and Salesforce

    4. Microsoft Teams View

About this course

  • Free
  • 27 lessons
  • 0.5 hours of video content

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