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.
Since the steps for creating each item type vary, we recommend watching the video playlist below. Each video provides a step-by-step walkthrough for managing your Workspace and creating items.
You can also open the full playlist directly on YouTube to view all related videos. (Tip: bookmark the playlist for easy reference as you work through each item type.)
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 in real time.