Basics 101

Kick off your experience with the Basics!

Basics 101 – Self-Paced Course

What are you getting out of this session?

This is a hands-on, self-paced workshop designed for new companies and users, but it is open to any current user or coach. Learn the software at your own pace!  By the end of the course you will have set up the basic features to hit the ground running.  Dive into the “Why?” behind these good business habits, and learn some best practices recommended by your very own Advisors. 

Self Paced! Register now and take the course at your own speed. 

You can take this free course as many times as you want and replay the videos over and over!  If you learn through repetition, this is a great option for you!  Also, if you’re super swamped and only have 5-10 minutes here or there, take the course throughout the week in short sessions.

In this Course we will cover:

  • Logging in and the ‘My dashboard’ 
    • KPIs and Critical Numbers
  • Huddles 
    • Joining a huddle and entering your updates
  • Priorities 
    • Defining priorities and building the three different types of priorities
  • Help and FAQ 
    • Accessing support resources, how-to’s, and helpful videos

Look out for Basics 102 coming soon for Admin users!

Want a head start on the session?

These are the resources we most often new users check out first: