How to Create Items from Your Workspace

Items such as KPIs, Quarterly Priorities, Headlines, O&Os, and To-Dos can be created and managed from your Workspace.

Because the steps for creating each type of item can vary slightly, we recommend following the video guides included in the playlist below. These videos walk through how to manage your workspace and create items step-by-step.

Watch the playlist below for instructions on creating and managing items in your workspace:

You can also open the full playlist directly on YouTube to view all related videos.

What You'll Learn in the Playlist

Navigate and manage your Primary Workspace
Create KPIs
Create Quarterly Priorities
Add Headlines
Manage Obstacles & Opportunities (O&Os)
Create and manage To-Dos

Each video demonstrates the process directly within the platform so you can follow along.