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How-to

How-to

Goals (OKR) Team Edition
  • Goals (ORK) Team Edition: Program Design
  • Goals (OKR) Team Edition: Platform Configuration
  • Goal (OKR) Team Edition: Measuring Success
General
  • Homepage & Activity Stream
  • System Notifications
  • My Settings
  • Languages & Localization
  • Adding & Updating Users: Individual Update
  • Adding & Updating Users: CSV Upload
See all 17 articles
Goals (OKRs)
  • OKR Writing Assistant
  • OKR Uploads
  • Creating & Managing Goals & Milestones
  • Objective Visibility & Exports
  • OKR Attributes: Scope & Type
  • Objective Weights
See all 7 articles
Conversations
  • Designing Your Conversations Program
  • Configuring & Managing Conversations
  • Using Conversations
  • Conversation Notifications
Feedback & Recognition
  • Designing Your Feedback Program
  • Feedback Best Practices
  • Configuring & Managing Feedback
  • Feedback Notifications
  • Feedback Summary
  • Feedback Visibility for Skip Level Managers
See all 9 articles
Integrations
  • Microsoft Excel 365 Integration
  • Betterworks Integrations Index
  • SSO Overview
  • Configuring SSO (SAML 2.0)
  • Configuring SSO (Google OAuth 2.0)
  • Common SSO Errors & Troubleshooting
See all 27 articles
Surveys & Polls
  • Engage: Localization
  • Engage: Critical Steps for the First Month
  • Engage Best Practices
  • Engage: Settings
  • Engage: User Management
  • Engage: Add Users via SFTP
See all 23 articles
Reporting & Analytics
  • Audit Logs Report
  • Administrator Reports & Usage Dashboard
  • Custom Fields
  • Performance Snapshot
  • Execution Insights Overview
  • Manager Insights Overview v2
See all 7 articles
In-app Guides
  • In-app Guides: Overview
  • In-app Guides: Glossary of Terms
  • In-app Guides: Guides v2
  • In-app Guides: Localization
  • In-app Guides: Segments
  • In-app Guides: Metrics
See all 7 articles

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