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Onboarding Wizard
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Written by Support
Updated over 2 weeks ago

Step 1 - What would you like to do?

Step 2 - Company

Setup my company

  1. Setup your organization - start

Step 2 - Members

Click on the link below that fits πŸ‘‡

  1. I have less than 5 staff members I need to add - start

  2. I have more than 5 staff members I need to add - start

Step 2 - Create Graphs

Click on the link below that fits πŸ‘‡

  1. I have stats in a spreadsheet I want to import - start

  2. I want to transfer my stats from another platform - reach out to Support

  3. I want to create graphs from scratch and know what I want - start

  4. I don't know what graphs to create - start with a template

Step 2 - Create a Team Chart

Click on the link below that fits πŸ‘‡

  1. I have an existing Team Chart in a document or spreadsheet - start

  2. I don't have a Team Chart but know what I want to create - start

  3. I have no idea where to start with my Team Chart - read about Building Block 2 in the book TRUE TEAM or start with a template

Step 2 - Create Knowledge Documents

Click on the link below that fits πŸ‘‡

  1. I have a few existing policies and procedures - start

  2. I have a LOT existing policies and procedures - reach out to Support

  3. I have several new policies and procedures I want to create and distribute - start

Advanced Knowledge Features

  1. I want to create an approval process for policies - start or learn more

  2. I want to assign documents to a specific group on the Team Chart - start or learn more

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