Video TutorialsVideo Tutorials for using Profit’s OKR Management, Tasks, Performance Management, and Integrations.
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 track projects board with tasks...
Read moreHow 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...
Read moreHow 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...
Read moreHow 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...
Read moreHow 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...
Read moreHow 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...
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreWhat 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...
Read moreWhat 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreHo 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 .
Read moreHow 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.
Read moreWhat 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.
Read moreHow 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.
Read moreHow 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...
Read moreHow do I initiate a performance review in Profit.co?
In this video, you will learn: How to initiate a performance review for your organization
Read moreHow 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 .
Read moreHo 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 .
Read moreHow 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.
Read moreWhat 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.
Read moreWhat 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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
Read moreHow 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.
Read moreHow 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.
Read moreHow 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...
Read moreHow 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.
Read moreHow 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.
Read moreHow 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...
Read moreHow 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...
Read moreProfit.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...
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreWhat 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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.
Read moreHow 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...
Read moreHow 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...
Read moreHow 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...
Read moreHow 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.
Read moreHow 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.
Read moreHow 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...
Read moreHow 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...
Read moreHow 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...
Read moreWhat 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. c
Read moreHow 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
Read moreWhat is hashtagged conversations?
In this tutorial, you will learn where and how to use hashtags in your reviews, comments, and reflection notes
Read moreWhat 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.
Read moreHow 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.
Read moreHow do I create and assign tasks?
In this video you will learn: how to use task management in Profit.co
Read moreWhat 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.
Read moreWhat 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...
Read moreHow 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
Read moreHow 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.
Read moreHow 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
Read moreHow 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.
Read moreWhat 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...
Read moreHow 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...
Read moreHow 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.
Read moreHow 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
Read moreHow 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...
Read moreWhat is key result dependencies?
In this video you will learn: how to address dependencies between key results and OKRs
Read moreHow 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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