Tips and Tricks
Get more from Manager Toolkit with these shortcuts and hidden features.
AI and Automation
Navigation and Interface
The Plus Menu
Quick-create any item from the toolbar at the bottom of the screen.
Read articleSearch
Find anything across your entire workspace instantly.
Read articleMinimised Items
Keep forms open in the background while you work on other things.
Read articleKeyboard Shortcuts
Navigate faster with keyboard shortcuts throughout the app.
Read articleFeature Toggles
Enable or disable feature groups to simplify your workspace.
Read articleIn-App Tutorial
Follow the built-in guided tour to learn each feature.
Read articleCustomisation
Google Calendar
Data and Sharing
Best Practices
Preparing for a Performance Review
How to pull data from catchups, targets, and sentiment for reviews.
Read articleOnboarding a New Team Member
Combine journeys, teams, and catchups to onboard someone effectively.
Read articleArchiving and Cleaning Up
Keep your workspace tidy by archiving old targets, themes, and members.
Read articleYear-End Review Preparation
Pull a year of management data together for annual reviews.
Read articleUsing Manager Toolkit on Mobile
Tips for using the app on your phone or tablet.
Read articleAccessibility Features
Keyboard navigation, screen readers, and reduced motion support.
Read articleWorking with Multiple Actions
Tips for managing a large backlog of actions efficiently.
Read articleReading Sentiment Patterns
How to interpret sentiment trends and what they tell you.
Read article