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Video Tutorials
Video Tutorials for using Profit’s OKR Management, Tasks, Performance Management, and Integrations.
How to Integrate Profit.co with Wrike?
In this video, you will learn: How to integrate your Wrike account with Profit.co that enable users to manage and...
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How to Integrate Hubspot with Profit.co?
In this video, you will learn: How to integrate your Hubspot account with Profit.co and link important KPIs to get...
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How to integrate Tableau dashboards with Profit.co?
In this video, you will learn: How to integrate your Tableau account with Profit.co and link important KPIs from Tableau...
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How to integrate Monday.com with Profit.co?
In this video, you will learn: How Monday.com integration is available for percentage tracked key results alone to connect any...
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How to integrate Favro with Profit.co?
In this video, you will learn: How to integrate your Favro cards with key results in Profit.co to automatically update...
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How to integrate Azure DevOps with Profit.co?
In this video, you will learn: How to install Profit.co add on to your Azure DevOps account to link your...
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How to integrate MySQL with Profit.co?
In this video, you will learn: How to integrate your MySQL database with Profit.co account and automatically progress key results...
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How to integrate PostgreSQL with Profit.co?
In this video, you will learn: How to integrate your Jira account with Profit.co and automatically progress your key results...
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How to integrate Snowflake with Profit.co?
In this video, you will learn: How to integrate your Snowflake data warehouse with Profit.co account and automatically progress key...
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How to integrate BambooHR with Profit.co?
In this video, you will learn: How to integrate your BambooHR account to sync users to your Profit.co account.
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How to integrate Jira JQL with Profit.co?
In this video, you will learn: How to integrate your Jira account with Profit.co and automatically progress your key results...
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What is Affinity Based Performance Reviews in Profit.co?
In this video, you will learn: What is Affinity Based Performance Reviews and how can you use them to get...
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What is affinity levels in affinity based performance reviews in Profit.co?
In this video, you will learn: What is affinity levels in affinity based performance reviews.
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How do I enable Affinity Based Performance Reviews in Profit.co?
In this video, you will learn: How to enable affinity based performance review from the settings.
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How do I initiate an affinity-based performance review in Profit.co?
In this video, you will learn: How to initiate affinity based performance review from the settings.
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How do I complete a self assessment in Profit.co?
In this video, you will learn: How to submit the self assessment initiated for you as part of the performance...
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Ho do I complete manager assessment in Profit.co?
In this video, you will learn: How to submit manager assessment initiated for you as part of your team member's...
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How do I add a HR comment for affinity based reviews in Profit.co?
In this video, you will learn: How to add HR comments as part the affinity based performance review.
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What are the options available in the settings for affinity-based reviews?
In this video, you will learn: the options available in the settings for affinity based performance reviews in settings.
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How do I complete a peer assessment for affinity based reviews in Profit.co?
In this video, you will learn: How to complete the peer feedback requested from you as part the affinity based...
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How do I add a review initiator or admin for performance management module?
In this video, you will learn: How to provide users to HR administrator access to performance management module so that...
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How do I initiate a performance review in Profit.co?
In this video, you will learn: How to initiate a performance review for your organization
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How do I complete a self-assessment in Profit.co?
In this video, you will learn: How to submit manager assessment initiated for you as part of your team member's...
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How do I complete manager assessment in Profit.co?
In this video, you will learn: How to submit manager assessment initiated for you as part of your team member's...
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How do I complete a peer assessment in Profit.co?
In this video, you will learn: How to complete the peer feedback requested from you as part the performance review.
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What are Rating Matches and Perfect Score in Performance Review of Profit.co?
In this video, you will learn: The review summary information of the performance assessment and what is rating match and...
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What is rating group? and how do I create one in Profit.co?
In this video, you will learn: What is rating group and how to use them in performance review process.
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How do I create competencies and competency groups in Profit.co?
In this video, you will learn: How to create competencies and create groups based on competency categories.
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How do I create ratings and enable highlighting in Profit.co?
In this video, you will learn: How to create ratings to associate with competencies and enable highlighting if the employee...
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How do I initiate an Individual Development Plan (IDP) in Profit.co?
In this video, you will learn: How to initiate individual development plan IDP for your employees as part of succession...
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How do I initiate a Performance Improvement Plan (PIP) in Profit.co?
In this video, you will learn: How to initiate a Performance Improvement Plan (PIP) in Profit.co
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How do I enable email notifications for performance review stages in Profit.co?
In this video, you will learn: How to initiate performance improvement plan PIP for your employees as part of succession...
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How do I assign a Key Result as an Objective in Profit.co?
In this video, you will learn: How to assign your Key Result as an Objective to someone and get your...
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How do I assign a Key Result as a Key Result in Profit.co?
In this video, you will learn: How to assign your Key Result as a Key Result to someone or multiple...
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How does Bottom Up Alignment work in Profit.co?
In this video, you will learn: How to align up your low-level OKR to a high-level OKR and aggregate your...
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How does settings for Alignments and Dependencies work in Profit.co?
In this video, you will learn: How to access the settings and review the setting options available for alignments and...
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How to integrate OneLogin with Profit.co ?
In this video, you will learn: How to integrate OneLogin to your Profit.co account to use OneLogin single sign-on to...
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How to integrate OKTA with Profit.co ?
In this video, you will learn: How to integrate OKTA to your Profit.co account to use OKTA single sign-on to...
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Profit.co task management overview – How to manage your tasks associated with OKRs?
In this video, you will learn: The relationship between OKRs and tasks and how Profit.co helps you boost focus and...
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How do I create workspace and boards to manage my tasks in Profit.co?
In this video, you will learn: How to create workspaces and boards under them to manage your tasks.
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How do I create a task and assign it to others in Profit.co?
In this video, you will learn: How to create tasks and assign them to your team members.
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How do I create a task tracked key result in Profit.co?
In this video, you will learn: How to create task based key results and progress your key results based on...
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What is board stages for tasks in Profit.co?
In this video, you will learn: How to create task stages under boards and group them based on status, stage,...
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How do I change task security and visibility from settings in Profit.co?
In this video, you will learn: How to set up task visibility, status, and priority for tasks from settings.
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How do you enable surveys and create survey templates in Profit.co?
In this video, you will learn: How to enable pulse surveys from the settings and create templates with survey questions.
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How do you initiate and distribute a survey in Profit.co?
In this video, you will learn: How to initiate a survey as anonymous and employee-specific and distribute it via email...
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How do you complete a survey in Profit.co?
In this video, you will learn: How to complete and submit responses for both anonymous and employee-specific surveys.
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How do you add initiators for surveys in Profit.co?
In this video, you will learn: How to provide administrator access to users to initiate surveys.
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How do you view survey responses and dashboards in Profit.co?
In this video, you will learn: As an administrator, how to view survey responses and view dashboards.
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How to integrate Salesforce reports with Profit.co?
In this video, you will learn: How to integrate salesforce reports to your Profit.co account and connect an aggregated value...
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How to integrate Google Sheets with Profit.co?
In this video, you will learn: How to integrate Google Sheets with your Profit.co account and connect a particular cell...
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How to integrate Google Analytics with Profit.co?
In this video, you will learn: How to integrate Google Analytics with your Profit.co account and connect a metric to...
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How to integrate Microsoft Teams with Profit.co?
In this video, you will learn: How to integrate Microsoft Teams with your Profit.co account and access Profit.co app from...
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How to integrate Slack with Profit.co?
In this video, you will learn: How to integrate Slack with your Profit.co account to receive notifications and check-in your...
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How to integrate Microsoft Azure AD with Profit.co?
In this video, you will learn: How to integrate Microsoft Azure AD with your Profit.co account to access Profit.co app...
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How to integrate Jira KPIs with Profit.co?
In this video, you will learn: How to integrate Google Analytics with your Profit.co account and create your Jira issues...
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How to integrate Excel online with Profit.co?
In this video, you will learn: How to integrate Excel Online with your Profit.co account and connect a particular cell...
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What is reflect/reset for OKRs?
In this video, you will learn: How to reflect on your OKRs and reset them for the next OKR cycle.
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How do I review my OKRs using PPP framework or create my own review method?
You will learn how to review your OKRs using Plans Progress Problems(PPP) methodology in Profit.co
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What is hashtagged conversations?
In this tutorial, you will learn where and how to use hashtags in your reviews, comments, and reflection notes
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What is company dashboard?
Company dashboard is a place where you can monitor overall OKR progress, progress break down of departments, and download all...
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How do I check-in my key result?
You will learn: how to check-in your key result to track your OKR progress and check-in three components: KR value,...
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How do I create and assign tasks?
In this video you will learn: how to use task management in Profit.co
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What is action center?
Action center is a centralized place where you can view action items that need your attention and notifications for check-ins...
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What is pre-scoring for key results?
Scoring key results helps you set correct expectations and create targets that can explain the performance. In OKR world,the following...
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How do I create an individual objective?
You will learn: How to create an objective in OKR using Step-by-step method, using form, and quick create method in...
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How do I create an objective for a Team/Department?
You will learn: How to create an objective for department/team, set visibility, and align with high level OKRs.
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How do I create a key result?
You will learn: How to create a key result using step-by-step guide, quick create, and quick create methods IMPORTANT: This...
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How do I create a KPI?
You will learn: How to create a KPI and add category, set measurement types of numeric, percentage, currency, and time.
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How do I assign a key result as an objective?
For top-down alignment you can align your OKRs by assigning your key result as an objective, so the assignee can...
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How do I assign a key result as a key result?
For top-down alignment you can align your OKRs by assigning your key result as a key result, and the process...
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How does bottom-up alignments work?
In this video you will learn: How to align your OKR to high level OKR and sync your OKR progress
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How does OKR backlog work?
OKR backlog is a great space to draft your OKRs for the feature. In this tutorial, you will learn how...
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What is key result dependencies?
In this video you will learn: how to address dependencies between key results and OKRs
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How does OKR approval flow work?
In this video you will learn: how to enable a flow for approving OKRs for creating, updating, and deleting and...
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