Video Tutorials

Video Tutorials for using Profit’s OKR Management, Tasks, Performance Management, and Integrations.

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Category: 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 track projects board with tasks...

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Category: Integrations

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 up-to-date information on your check-ins...

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Category: Integrations

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 status(or label) columns in groups...

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Category: Integrations

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 dashboards and reports to automate...

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Category: Integrations

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 the KR progress based on...

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Category: Integrations

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 epics and tasks to key...

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Category: Integrations

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 based on MySQL queries.

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Category: Integrations

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 based on Jira JQL queries.

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Category: Integrations

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 results based on SQL queries.

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Category: Integrations

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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Category: Integrations

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 based on Jira JQL queries.

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Category: Affinity Reviews

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 more precise reviews for your...

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Category: Affinity Reviews

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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Category: Affinity Reviews

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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Category: Affinity Reviews

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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Category: Affinity Reviews

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 review.

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Category: Affinity Reviews

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 performance review .

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Category: Affinity Reviews

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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Category: Affinity Reviews

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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Category: Affinity Reviews

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 performance review.

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Category: Performance Management

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 they can initiate performance review...

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Category: Performance Management

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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Category: Performance Management

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 performance review .

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Category: Performance Management

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 performance review .

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Category: Performance Management

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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Category: Performance Management

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 perfect score in the summary.

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Category: Performance Management

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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Category: Performance Management

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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Category: Performance Management

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 and manager ratings are same.

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Category: Performance Management

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 and development plan.

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Category: Performance Management

How do I initiate a Performance Improvement Plan (PIP) in Profit.co?

In this video, you will learn: How to enable email notifications for each stages in performance review process

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Category: Performance Management

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 and development plan.

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Category: Alignments

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 Key Result updated automatically.

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Category: Alignments

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 users and get your key...

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Category: Alignments

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 progress to that OKR.

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Category: Alignments

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 dependencies.

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Category: Integrations

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 access Profit.co OKR software using...

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Category: Integrations

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 access Profit.co OKR software using...

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Category: Task Management

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 commitment in everyday work life...

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Category: Task Management

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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Category: Task Management

How do I create a task and assign it to others in Profit.co?

In this video, you will learn: Ho to create tasks and assign them to your team members.

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Category: Task Management

How do I create a task based 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 tasks associated with them.

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Category: Task Management

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, and priority.

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Category: Task Management

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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Category: Pulse Surveys

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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Category: Pulse Surveys

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 and share link.

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Category: Pulse Surveys

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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Category: Pulse Surveys

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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Category: Pulse Surveys

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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Category: Integrations

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 from salesforce to your key...

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Category: Integrations

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 to your key result to...

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Category: Integrations

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 your key result to automate...

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Category: Integrations

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 within your Teams application.

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Category: Integrations

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 key results from within Slack.

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Category: Integrations

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 from within your Azure AD...

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Category: Integrations

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 as key results to automate...

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Category: Integrations

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 to your key result to...

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Category: Learning

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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Category: Engagement

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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Category: Engagement

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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Category: Learning

What is company dashboard?

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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Category: Execution

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, status, and comments.

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Category: Execution

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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Category: Execution

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 and approvals.

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Category: Execution

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 three target levels for key...

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Category: Planning

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 Profit.co

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Category: Planning

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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Category: Planning

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

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Category: Planning

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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Category: Planning

What is task based key result?

Task-Based Key Result is a way to complete your key results by breaking them into steps that don't necessarily need to be completed in a...

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Category: Planning

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 create key results under them...

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Category: Planning

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 will be synced upwards.

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Category: Planning

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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Category: Planning

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 to create and move objective...

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Category: Planning

What is key result dependencies?

In this video you will learn: how to address dependencies between key results and OKRs

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Category: Planning

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 how to send OKR for...

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