Your First Steps - Manager Toolkit Help

Welcome to Manager Toolkit. This guide will help you get oriented and make the most of the platform from day one.

What Is Manager Toolkit?

Manager Toolkit is a management companion built for people managers. It helps you keep track of one-to-one catchups, set and monitor targets, log meeting notes, run retrospectives, create surveys, and much more. Everything is designed around the day-to-day work of managing a team, so you can focus on what matters most - supporting your people.

Navigating the App

Once you sign in, you will see a sidebar on the left-hand side. This is your main navigation. On mobile devices, the sidebar collapses into a menu that you can open from the top of the screen.

The sidebar gives you access to all key areas:

Dashboard

Your starting point, showing a summary of your recent activity and key metrics.

Catchups

Where you log and review one-to-one conversations.

Actions

A central place for all your tasks and follow-ups.

Meetings

Notes and records from team meetings.

Targets

Goals and progress tracking for your team.

Surveys

Create and review team surveys.

Retrospectives

Run structured retros with your team.

Calendar

A timeline view of your management activity.

The Dashboard

The dashboard is your home screen. It displays customisable widgets showing your upcoming catchups, overdue actions, recent activity, and more. You can rearrange widgets to suit your workflow and pin specific items for quick access.

Think of the dashboard as your daily briefing. A quick glance each morning tells you who you need to catch up with, which actions are overdue, and how your team's sentiment is trending. Over time, it becomes the first place you check when you start your working day.

Pro

If you are on the Pro plan, you will also see an AI-generated summary that highlights key trends and items that need your attention.

Next Steps

We recommend starting by setting up your team and then logging your first catchup. From there, you will quickly build up a valuable record of your management activity.

You do not need to use every feature from day one. Start with teams and catchups, then explore actions, targets, and other features as you settle into your routine. The in-app tutorial can guide you through each feature when you are ready.

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