Meetings
Run better meetings
Plan ahead
Follow the agenda, get alignment, and track performance in weekly, quarterly, and annual meetings.
Document To-Dos
Create and assign action items during the meeting. Everything you cover will be archived.
Rate the meeting
Attendees can rate meetings from 1 to 10 so you can track which meetings were helpful (and which were not).
Scorecard
Measure weekly performance
Customize data
Prioritize what's most important to each team, identify what needs to be focused on, and cut out extraneous data.
Set and forget
Spend less time fiddling with external spreadsheets — just set up Scorecards once, and data will continue to populate.
Track trends
Display and track week-over-week, month-over-month, and year-over-year data. Everything archives for easy reference.
Rocks
Achieve more goals
Create achievable substeps
Break down quarterly Rocks into smaller Milestones. Delegate tasks, set deadlines, and track progress toward the goal.
Get specific
See your Rock completion rate at a glance. Add notes, links, and attach files to the Rock and each of its Milestones.
Easy progress updates
Your Rocks are visible in team meetings, so you can easily create an Issue to discuss it with the team or assign To-Dos.
To-Dos
Delegate and track tasks
Assign To-Dos
Create To-Dos as they naturally come up in meetings, or select Issues, Rocks, or Milestones to assign a To-Do from it.
Add details, give context
Include notes, deadlines, links, and attachments in tasks so team members know exactly what needs to be done.
Stay on track
Track task completion rates and adherence to deadlines so everyone is held accountable for their contributions.
Issues
Smarter problem-solving
Add discussion points
Right-click any To-Do, Rock, or Milestone and create an Issue so you can talk about it in your next team meeting.
On the agenda
Create Issues before (or during) team meetings to discuss in the "Raise, Discuss, and Resolve" point of the agenda.
Prioritize and solve issues
Discuss and solve time-sensitive topics in meetings. Take notes in each Issue and break them into action items.
Org Chart
Get accountable
Company-wide visibility
Get insight into everyone’s role in the organization, their responsibilities, and how they fit into the larger picture.
Improve communication
Team members can easily find and contact the right person for interdepartmental answers and insight.
Work across departments
Select any role in the Org Chart to assign To-Dos, Issues, or Rocks to that person based on their expertise.
Vision
Share your vision
Make a roadmap
Develop specifics of who you are, where you want to go, how to get there, and the challenges and opportunities ahead.
Communicate the mission
Easily display details of your 1-year, 3-year, and long-term goals so everyone knows to move toward the same horizon.
Access your history
You can archive every version of your Vision to see where you’ve been — not just where you’re going.
Process
Document your processes
Refine workflows
Visually break down how everything is done and who's responsible so anyone can learn the procedure.
Get detailed
Create checklists, assign responsible parties to steps and sub-steps, track performance, and add attachments.
Make improvements
Assess existing processes at a glance to find sticky spots, delegate steps, and continually improve efficiency.
1-on-1s
Give and get feedback
Meaningful conversations
Team members and leaders can review themselves (and each other) to see comments side-by-side for impactful feedback.
Roles and responsibilities
Revisit roles and responsibilities and how they fit into the big picture by connecting your Responsibilities, Rocks, and Vision.
For the record
Archive everything discussed, so you can both reference the information before the next Quarterly Discussion or review.
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