Getting Started

New to Manager Toolkit? These guides will help you get up and running quickly.

A welcome guide to Manager Toolkit, covering navigation and getting oriented.

How to create a team, add members, and configure catchup frequency.

A step-by-step guide to recording your first one-to-one catchup.

Practical tips for making the most of your catchup conversations.

A suggested weekly workflow for getting the most from Manager Toolkit.

A step-by-step guide to creating and tracking your first team goal.

How to set up and facilitate your first team retrospective.

Build and share a team feedback survey in minutes.

How to use Manager Toolkit effectively with distributed teams.

Tips for managers who lead two or more teams simultaneously.

How to move your existing management records into the platform.