Everything You Need to Manage Your Team

An overview of your entire work world in one place.

Start every day with a dashboard view of your outstanding actions, today's events, recent catchups and meetings, and recently used key themes. Optional AI summaries highlight priorities and trends so you know where to focus.

An Audit Trail of all your work activities.

The calendar shows you every event since you joined, enabling you to easily find any event. Plus the Recent Events page helps you to see how busy your day was.

Find everything instantly across your entire toolkit.

Search across actions, catchups, meetings, targets, surveys, retrospectives, reminders, key themes, documents, and help articles. Recently viewed items appear instantly, and keyboard shortcuts let you search without lifting your hands from the keyboard.

Your hub for the teams and people you care about the most.

Easily replicate the teams and members from your own company so you can connect every event to the right people.

Track team initiatives from idea to delivery.

Create projects for real-world efforts, set goals and due dates, link actions and key themes, and track progress with statuses and comments. AI helps generate goals and suggest next steps.

Store and organise links to external documents, or write rich text directly in the app.

Keep all your important documents in one place. Link Google Docs, Notion pages, Confluence articles, and more, or write Live Documents with a built-in rich-text editor. Attach any document to your actions, projects, catchups, and meetings, and organise with key theme tagging.

The place for your projects and discussion topics

Create Key Themes for every project or major discussion topic so that you can be reminded to discuss them and link back to the context when you do.

We make the actions you need to take more effective.

Capture actions at any time from any place, always linked back to the context that produced them. AI helps you to organise and prioritise the work you have to do.

Time-based nudges so nothing slips through the cracks.

Set reminders for any date and time, optionally linked to a team or person. Get notified when the moment arrives so you never forget a follow-up, check-in, or deadline.

One to Ones with sentiment analysis, connected actions and more...

Easily track every catchup with your team, capture the discussion through notes, AI transcripts and by connecting to Key Themes.

Every Meeting - Remembered.

No more forgetting what was discussed in meetings, capture the notes and connect them to Key Themes. The actions you said you would do get linked back to their original context.

Create and track targets for your team.

Set targets, assign team members, track progress with sliders, and document context with comments. Optional AI summaries help you stay on top of what matters.

Pull together targets, projects, sentiment, and themes for a one-to-one review.

A document with a live timeline. Pick a team member and a period, and Manager Toolkit pulls in the catchups, meetings, targets, projects, actions, and key themes for that person automatically. Pin highlights, capture strengths and goals as structured fields, compare to the previous review, and walk into the conversation prepared.

Our fully featured Survey builder helps you to capture the pulse at any moment.

Create surveys in minutes and get instant feedback from your team, plus we recommend actions you might want to take based on the feedback you receive.

Plan and run retrospectives to learn and improve as a team.

Structure retrospectives with templates and capture what went well, what to improve, and action items. Keep feedback in one place and track follow-through over time.

Guided pathways for key management moments.

Follow structured, milestone-based pathways to navigate critical moments like your first 90 days as a manager, onboarding a new team member, performance improvement plans, and preparing someone for promotion. Convert tasks into tracked actions.

Learn from managers who get it.

A private community forum for managers to share ideas, ask questions, and learn from each other. Eight categories, emoji reactions, AI moderation, and the ability to turn replies into tracked actions.

Toggle features on and off to keep your sidebar clean.

Feature flags let you hide the parts of the toolkit you do not use, keeping the sidebar focused on what matters. Turn features back on at any time with a single toggle.

Control which events send you emails.

Choose exactly which events trigger an email. Get notified when a reminder is due, an action hits its deadline, or a survey gets a new response. Turn off anything that creates noise.

Free and Pro themes plus a custom colour palette.

Choose from three free preset themes: Dark Purple, Night, and Pearl. Pro subscribers unlock eleven extra themes plus a custom colour palette editor where you control every colour in the interface.

Every event for every entity, in one place.

A live timeline lives on every entity in Manager Toolkit - every catchup, meeting, target, project, action, reminder, journey, key theme, team, member, and performance review. Switch between list, favourites-only, and a calendar heatmap of activity. Click a bubble to drill in: catchups, meetings, reminders, and actions open in place; targets, projects, surveys, retros, journeys, key themes, and reviews navigate to their page.

Connect AI assistants like Claude and Cursor to your data.

MCP (Model Context Protocol) connects Manager Toolkit to Claude, Cursor, and any compatible AI assistant. Read your actions, catchups, and targets, or create new items, all through natural conversation.

Generate API keys for machine-to-machine integrations.

Generate named API keys for automated workflows, CI/CD pipelines, or custom scripts that need to read or write your Manager Toolkit data. Each key is scoped to your account and can be revoked independently.

Capture actions, catchups, meetings, and reminders from any tab.

The Manager Toolkit Chrome extension puts quick capture one click away. Log an action, record a catchup, save a meeting note, or set a reminder without leaving the tab you are in.