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