Quick Tour
This tour helps you choose the right workspace and find your work after signing in. It is not a mandatory phase progression.
1. Choose your workspace
Select the correct group and company. If you can access several companies, visible information and your role depend on the selection. Home opens the view appropriate to your role.
2. Find your way around
| Your task | Where to go |
|---|---|
| See units and leaders | Organization → Organization Structure |
| Select a planning period | Organization → Planning Cycles |
| Run an analysis | Situation Analysis → Analysis Tools |
| Read SWOT or findings | Situation Analysis → SWOT Analysis / Findings |
| See strategic priorities | Strategy → Focus Areas |
| Update your goals | Goals & Tracking → My OKRs |
| Record KPI measurements | Goals & Tracking → KPI Tracking |
| Open assessment assignments | Goals & Tracking → My Tasks |
| Find missing connections | Reports → Goal Alignment Matrix |
Some modules may be unavailable to you. The menu/access troubleshooting guide distinguishes roles, scope, modules and company menu settings.
3. Open an OKR cycle
Open a cycle from Goals & Tracking → OKR Cycles. Objective management, Health and Alignment views are available there; Performance appears when permitted. Old Control Center links redirect to the Health view.
If you own or contribute to a key result, you can update the permitted progress fields. A closed cycle or approved plan restricts the changes you can make.
4. Explore a KPI
Open a KPI in KPI Tracking. Review its definition, measurements and success criteria. Recording measurements requires responsibility for the KPI or membership in its measurement authorization chain; editing a report alone does not grant that permission.
5. Get help
Open page help or AI Assistant. If a proposed change displays an approval card, review it before approving. See AI Assistant for chat and usage details.
Next step
For a new company, continue with Your First 30 Minutes. In an established company, start with My OKRs and KPI Tracking.