Basics 102
Admin users learn how to finish setting up your account to get the most out of the basic features. This course is meant for Admin users, but anyone can take it and follow along as an Admin in the Sandbox.
Welcome!
Before we get started...What is an Admin?
Rules of the Road
Manage Users
Manage Huddles
Company Profile
Manage Subscription
Set and Update Critical Numbers
Editing the Section Order
Updating KPIs & Adding Priorities
My Dashboard
Creating a Daily Huddle
Creating an "Other" Huddle
Adding and Understanding Who What When
Adding KPI & Critical Numbers Sections
Adding a Tag to a Huddle
Introduction to Culture Tools
Managing eNPS
Alignment Company Survey
Strategy Tools and the One Page Strategic Plan
Company Wide Period Changeover
Priorities Changeover
Team Specific Period Changeover