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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...
Read moreIn 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...
Read moreIn 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...
Read moreIn 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...
Read moreIn 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...
Read moreIn 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...
Read moreIn this video, you will learn: How to integrate your MySQL database with Profit.co account and automatically progress key results based on MySQL queries.
Read moreIn 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.
Read moreIn 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.
Read moreIn this video, you will learn: How to integrate your BambooHR account to sync users to your Profit.co account.
Read moreIn 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.
Read moreIn this video, you will learn: What is Affinity Based Performance Reviews and how can you use them to get more precise reviews for your...
Read moreIn this video, you will learn: What is affinity levels in affinity based performance reviews.
Read moreIn this video, you will learn: How to enable affinity based performance review from the settings.
Read moreIn this video, you will learn: How to initiate affinity based performance review from the settings.
Read moreIn this video, you will learn: How to submit the self assessment initiated for you as part of the performance review.
Read moreIn this video, you will learn: How to submit manager assessment initiated for you as part of your team member's performance review .
Read moreIn this video, you will learn: How to add HR comments as part the affinity based performance review.
Read moreIn this video, you will learn: the options available in the settings for affinity based performance reviews in settings.
Read moreIn this video, you will learn: How to complete the peer feedback requested from you as part the affinity based performance review.
Read moreIn this video, you will learn: How to provide users to HR administrator access to performance management module so that they can initiate performance review...
Read moreIn this video, you will learn: How to initiate a performance review for your organization
Read moreIn this video, you will learn: How to submit manager assessment initiated for you as part of your team member's performance review .
Read moreIn this video, you will learn: How to submit manager assessment initiated for you as part of your team member's performance review .
Read moreIn this video, you will learn: How to complete the peer feedback requested from you as part the performance review.
Read moreIn this video, you will learn: The review summary information of the performance assessment and what is rating match and perfect score in the summary.
Read moreIn this video, you will learn: What is rating group and how to use them in performance review process.
Read moreIn this video, you will learn: How to create competencies and create groups based on competency categories.
Read moreIn this video, you will learn: How to create ratings to associate with competencies and enable highlighting if the employee and manager ratings are same.
Read moreIn this video, you will learn: How to initiate individual development plan IDP for your employees as part of succession and development plan.
Read moreIn this video, you will learn: How to enable email notifications for each stages in performance review process
Read moreIn this video, you will learn: How to initiate performance improvement plan PIP for your employees as part of succession and development plan.
Read moreIn this video, you will learn: How to assign your Key Result as an Objective to someone and get your Key Result updated automatically.
Read moreIn this video, you will learn: How to assign your Key Result as a Key Result to someone or multiple users and get your key...
Read moreIn 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.
Read moreIn this video, you will learn: How to access the settings and review the setting options available for alignments and dependencies.
Read moreIn 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...
Read moreIn 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...
Read moreIn 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...
Read moreIn this video, you will learn: How to create workspaces and boards under them to manage your tasks.
Read moreIn this video, you will learn: Ho to create tasks and assign them to your team members.
Read moreIn this video, you will learn: How to create task based key results and progress your key results based on tasks associated with them.
Read moreIn this video, you will learn: How to create task stages under boards and group them based on status, stage, and priority.
Read moreIn this video, you will learn: How to set up task visibility, status, and priority for tasks from settings.
Read moreIn this video, you will learn: How to enable pulse surveys from the settings and create templates with survey questions.
Read moreIn this video, you will learn: How to initiate a survey as anonymous and employee-specific and distribute it via email and share link.
Read moreIn this video, you will learn: How to complete and submit responses for both anonymous and employee-specific surveys.
Read moreIn this video, you will learn: How to provide administrator access to users to initiate surveys.
Read moreIn this video, you will learn: As an administrator, how to view survey responses and view dashboards.
Read moreIn 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...
Read moreIn 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...
Read moreIn 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...
Read moreIn 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.
Read moreIn 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.
Read moreIn 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...
Read moreIn 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...
Read moreIn 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...
Read moreIn this video, you will learn: How to reflect on your OKRs and reset them for the next OKR cycle.
Read moreYou will learn how to review your OKRs using Plans Progress Problems ( PPP) methodology in Profit.co
Read moreIn this tutorial, you will learn where and how to use hashtags in your reviews, comments, and reflection notes
Read moreCompany dashboard is a place where you can monitor overall OKR progress, progress break down of departments, and download all OKRs progress report.
Read moreYou will learn: how to check-in your key result to track your OKR progress and check-in three components: KR value, status, and comments.
Read moreIn this video you will learn: how to use task management in Profit.co
Read moreAction center is a centralized place where you can view action items that need your attention and notifications for check-ins and approvals.
Read moreScoring 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...
Read moreYou will learn: How to create an objective in OKR using Step-by-step method, using form, and quick create method in Profit.co
Read moreYou will learn: How to create an objective for department/team, set visibility, and align with high level OKRs.
Read moreYou will learn: How to create a key result using step-by-step guide, quick create, and quick create methods
Read moreYou will learn: How to create a KPI and add category, set measurement types of numeric, percentage, currency, and time.
Read moreTask-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...
Read moreFor 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...
Read moreFor top-down alignment you can align your OKRs by assigning your key result as a key result, and the process will be synced upwards.
Read moreIn this video you will learn: How to align your OKR to high level OKR and sync your OKR progress
Read moreOKR backlog is a great space to draft your OKRs for the feature. In this tutorial, you will learn how to create and move objective...
Read moreIn this video you will learn: how to address dependencies between key results and OKRs
Read moreIn 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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