If you have been tracking your management activity in spreadsheets, documents, or notes apps, switching to Manager Toolkit is straightforward. This guide explains how to approach the transition without losing momentum.
Start with Your Team Structure
The first thing to set up is your team. Add each team member with their name and role. This is the foundation everything else connects to - catchups, actions, targets, and more all link back to your team members.
Focus on Going Forward
Rather than trying to backfill months of historical data, we recommend starting fresh. Log your next catchup in Manager Toolkit, create new actions as they arise, and set up current targets. Within a few weeks, you will have a rich, structured record that is far more useful than anything a spreadsheet could provide.
What to Bring Across
If there are specific items worth carrying over, focus on these:
No Bulk Import
Manager Toolkit does not currently offer a CSV or bulk import feature. Items need to be created individually through the app. For most managers, this takes less than an hour for the essentials and helps you familiarise yourself with the interface at the same time.
During the Transition
For the first week or two, you may find yourself checking both your old spreadsheet and Manager Toolkit. That is normal. To make the switch stick:
- Set Manager Toolkit as your browser homepage or install it as a mobile app
- Use the plus menu to quickly create items as they come up
- Stop updating the spreadsheet - if it is still getting updated, the switch will never complete
Within a couple of weeks of consistent use, your Manager Toolkit workspace will contain everything you need, and the spreadsheet can be archived for good.
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