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Integrated AI and enhanced features

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Enterprise

For organisations scaling management across teams

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Everything you need, right from day one.

FeatureFreePro
Dashboard
DashboardA single view of all upcoming catchups, actions, meeting notes, and key themes across your teams.
CustomisationChoose which widgets to show and arrange your dashboard to suit the way you work.
Calendar Overview WidgetA mini calendar on your dashboard showing upcoming events at a glance.
Theme SwitchingSwitch between visual themes to personalise your dashboard experience.
Search & Navigation
Universal SearchSearch across all your teams, actions, catchups, meetings, and more from one place.
Search Help DocumentsSearch the help centre directly from within Manager Toolkit.
Recently Viewed ListQuickly get back to the items you viewed most recently.
Keyboard ShortcutsNavigate faster with keyboard shortcuts for common actions.
Dashboard Widgets
Recently ViewedQuick access to the last items you opened across Manager Toolkit.
Recent BlogsThe latest articles from the Manager Toolkit blog.
Latest EventsA chronological feed of recent activity across all entities.
Upcoming EventsCalendar events coming up across your teams.
All ActionsEvery outstanding action across your teams, sorted by priority.
Urgent ActionsActions marked as urgent that need immediate attention.
Actions OverdueActions that have passed their deadline and are not yet complete.
Low Priority ActionsLow priority actions to revisit when capacity allows.
RemindersOverdue and upcoming reminders at a glance.
Recent CatchupsYour most recently logged one-to-one catchups.
Recent MeetingsYour most recently recorded meeting notes.
Key ThemesThe tags you have used to connect discussions across entities.
TargetsActive goals and targets across your teams.
Pinned TargetPin a specific target to your dashboard to keep your most important goal front and centre.
All ProjectsEvery active project across your teams.
Pinned ProjectPin a specific project to your dashboard for at-a-glance progress.
SurveysSurveys you have created, including draft and published.
Pinned SurveyPin a specific survey to your dashboard for quick access to its latest responses.
RetrospectivesRecent retrospectives and their current status.
JourneysGuided management pathways and your progress through them.
Pinned JourneyPin a specific journey to your dashboard so the next milestone is always visible.
Active Performance ReviewsPerformance reviews in progress, with their period and member.
My TeamsAn overview of your teams and their active members.
Pinned TeamPin a specific team to your dashboard for a quick overview of their catchups, actions, and targets.
Google Calendar SyncA dashboard panel showing connection status and upcoming Google Calendar events.
AI SummaryAn AI-generated summary of your recent activity and highlights, opened from the toolbar AI button.–
Calendar
CalendarSee everything you've done and what's coming up. Past catchups, meetings, and events in one timeline.
AI Summary Per DayClick any day on the calendar to get an AI-generated summary of that day's events.–
Google Calendar SyncConnect your Google Calendar to see external meetings alongside your Manager Toolkit events with smart matching.–
Actions
ActionsOne list for all your follow-ups, linked back to the catchups and meetings they came from.UnlimitedUnlimited
Connected ActionsActions connect back to every source they came from so you always remember why you said you would do it.
Scheduled ActionsSchedule actions to recur automatically so recurring tasks are never forgotten.
Linked ResourcesAttach links and references directly to actions so everything needed is in one place.
CommentsAdd notes and updates to actions to keep context alongside the task.
Deadline EmailsGet notified by email when action deadlines are approaching so nothing slips.
Weekly DigestA weekly email summary of outstanding actions to keep you on top of what matters.
SubtasksBreak actions into smaller subtasks to track progress step by step.
Action TimelineView the full history of changes, comments, and updates on an action.
Convert to RemindersTurn an action into a reminder to follow up at a specific time.
Duplicate ActionQuickly duplicate an action to reuse it as a starting point.
Connected DocumentsLink documents to actions for easy reference to supporting materials.
Connected Key ThemesTag actions with key themes to track patterns across your work.
AI SummaryGet an AI-generated summary of your actions to quickly see what needs attention.–
AI GenerationScope out the steps needed to complete an action with AI-generated suggestions.–
AI PrioritisationGet AI-powered priority recommendations to help you focus on the actions that matter most.–
Reminders
RemindersSet time-based reminders with optional team and member context. Shown on your dashboard and calendar.UnlimitedUnlimited
Reminder CategoriesReminders are automatically sorted into Overdue, Coming Up, Later, and Archived sections.
Calendar IntegrationReminders appear on the calendar on their remind date for easy visibility.
Team & Member ContextOptionally link reminders to a specific team and team member for context.
Reminder EmailsGet notified by email when a reminder is due so you never miss one.
Catchup RemindersSet reminders linked to upcoming catchups so you never go in unprepared.
Connected DocumentsLink documents to reminders for quick access to supporting materials.
Connected Key ThemesTag reminders with key themes to keep them connected to broader topics.
Convert to ActionTurn a reminder into a tracked action with a deadline and notes.
Catchups & 1-1s
Catchups & 1-1sNotes from every conversation in one place so you show up prepared and nothing falls through the cracks.UnlimitedUnlimited
Connected ActionsActions created in a catchup stay linked to that conversation for easy follow-up.
Connected Key ThemesTag catchups with key themes to spot patterns across your conversations over time.
RemindersSet reminders for upcoming catchups so you never miss a conversation.
OverdueSee which catchups are overdue so you can follow up before things slip.
Sentiment TrackingRecord the sentiment of each catchup to track how your team members are feeling over time.
Connected DocumentsLink documents to catchups for easy reference to supporting materials.
Live DiscussionCollaborate on catchup notes in real time with your team member.
Previous DiscussionsReview past catchup notes with a team member, with an AI summary to help you prepare for your next conversation.–
AI SummaryGet an AI-generated summary of your catchup notes to quickly review key points.–
AI Suggested ActionsGet AI-generated action suggestions based on your catchup notes.–
Live TranscriptionTranscribe catchups and meetings in real time directly into your notes - works in any browser with automatic fallback.–
Transcript ImportPaste a meeting transcript or AI summary and let AI convert it into a structured discussion between you and your team member.–
Upload TranscriptUpload a transcript file and let AI extract a structured catchup summary.–
Meeting Notes
Meeting NotesCapture key points, decisions, and actions from any meeting, linked back to the right team and people.UnlimitedUnlimited
RatingsRate your meetings to track which ones are valuable and worth continuing.
AttendanceKeep track of who participates in each meeting.
Connected ProjectsLink meeting notes to projects to keep discussions connected to initiatives.
Meeting Value TrackingRate meetings and track their value over time to identify which ones are worth keeping.
Connected DocumentsLink documents to meeting notes for easy access to agendas and references.
Connected Key ThemesTag meeting notes with key themes to spot patterns across your meetings.
Live TranscriptionTranscribe meetings in real time directly into your notes - works in any browser with automatic fallback.–
Transcript ImportPaste a meeting transcript or AI summary and let AI extract a structured summary and follow-up actions.–
AI SummaryGet an AI-generated summary of your meeting notes to scan decisions and outcomes.–
Key Themes
Key ThemesConnect discussions and track what matters by tagging catchups, meetings, and retros.UnlimitedUnlimited
AI SummaryGet an AI-generated summary of everything linked to a key theme at a glance.–
AI GenerationGenerate effective descriptions for each key theme with AI suggestions.–
Detect Key ThemesAutomatically surface relevant key themes as you write across catchups, meetings, and retros.–
Co-occurrence IdentificationSee which key themes appear together most often to uncover patterns across your teams and conversations.–
Targets
TargetsSet and track goals with your team. Assign targets, track progress, and keep development front of mind.UnlimitedUnlimited
Progress TrackingTrack individual progress against targets across your team members.
CommentsAdd notes and updates to targets to keep context and progress visible.
Multiple Members Per TargetAssign targets to multiple team members and track progress for each person.
Suggested TransitionsGet suggestions to update target statuses so your targets stay up to date.
Deadline EmailsGet notified by email 3 days before a target deadline so nothing is missed.
Member Progress SlidersTrack individual progress for each team member assigned to a target.
TimelineView the full timeline of updates and status changes on a target.
Connected CatchupsLink targets to catchups where they were discussed for full context.
Connected DocumentsLink documents to targets for easy access to supporting materials.
SMART ObjectivesUse AI to scope out SMART objectives and success criteria for your targets.–
AI SummaryGet an AI-generated summary of your targets to identify problem areas and recent achievements.–
Projects
ProjectsTrack team initiatives from idea to delivery with goals, statuses, and due dates.UnlimitedUnlimited
Connected ActionsCreate actions directly from a project and track completion progress.
Connected Key ThemesConnect key themes to projects to see which recurring topics relate to which initiatives.
CommentsCapture updates, decisions, and blockers against each project.
TimelineView the full timeline of updates, comments, and status changes on a project.
Connected MeetingsLink meeting notes to projects to keep discussions tied to initiatives.
Connected DocumentsLink documents to projects for easy access to briefs and references.
AI Goal GenerationGenerate a clear project goal and description from just a title using AI.–
AI Suggested ActionsGet AI-suggested follow-up actions based on the project context and existing progress.–
AI SummaryGet an AI-generated summary of project progress, blockers, and next steps.–
Documents
DocumentsStore links to external documents and connect them to your actions, projects, meetings, and targets.UnlimitedUnlimited
Linked to EntitiesAttach documents to actions, catchups, meetings, projects, and targets.
Key Theme TaggingOrganise documents by key theme for easy filtering and discovery.
Custom Folder StructureOrganise documents into folders and subfolders that suit your workflow.
URL DocumentsStore links to external documents like Google Docs, Notion, or Confluence.
Favourites PanelStar the documents you reach for most and keep them one click away on the Documents page.
Connected to EventsDocuments are linked to the catchups, meetings, projects, and targets they relate to.
AI SummaryAn AI-generated summary of what has been added or changed across your documents in the past few days.–
Surveys
SurveysCreate and share a survey link in minutes and collect feedback from your team.Up to 3 questionsUnlimited
TemplatesGet started quickly with ready-made survey templates.
Custom ThemingApply custom colours to your shared survey links.
Password ProtectionRestrict access to your surveys with a password so only the right people can respond.
Response EmailsGet notified by email when someone responds to one of your surveys.
Drag and Drop BuilderBuild surveys by dragging and dropping question types into your preferred order.
Response Rate TrackingTrack how many people have responded and monitor completion rates.
Live Responses ViewWatch responses come in as they are submitted.
Preview ModePreview your survey exactly as respondents will see it before publishing.
Auto-close SurveysAutomatically close a survey after a set date or number of responses.
Custom Thank You MessagesSet a custom message shown to respondents after they submit.
No Account Needed to RespondRespondents can submit answers without creating an account.
Conditional QuestionsShow follow-up questions based on previous responses for richer, more targeted feedback.–
Whitelabel SessionsRemove branding from shared survey links so they feel fully yours.–
AI Suggested ActionsGet AI-generated action suggestions based on survey responses to help you act on feedback.–
AI SummaryGet an AI-generated summary of survey responses to quickly understand feedback trends.–
Performance Reviews
Performance ReviewsRun thorough one-to-one reviews with auto-pulled timeline, pinned highlights, and structured fields.UnlimitedUnlimited
Auto-Pulled TimelineCatchups, meetings, targets, projects, actions, and key themes for the period merged into one live timeline.
TemplatesQuarterly, annual, probation, and 30-60-90 templates pre-fill the period and title.
Manual Entries & Pinned HighlightsCapture achievements outside Manager Toolkit; pin moments worth carrying into the conversation.
Strengths, Improvements & GoalsStructured fields covering the shape every review template expects, with auto-save.
Sentiment Trend SparklineSee sentiment across the period with best-week and worst-week markers.
Action Follow-ThroughA single number showing how many follow-up actions actually got done.
Compare To Previous ReviewSee how follow-through, sentiment, and themes have moved since the last completed review.
Next-Review Reminder On CompletionWhen you complete a review, schedule a reminder for the next cycle in one click.
Markdown ExportDownload the review as a clean Markdown file for HR systems or sharing.
AI Drafted SummaryUse AI to draft the Summary section based on the period’s timeline.–
AI Drafted StrengthsAI-drafted Strengths grounded in the catchups, targets, and pinned moments from the period.–
AI Drafted Areas To ImproveAI-drafted Areas To Improve with examples pulled from the evidence in the period.–
AI Drafted Next-Period GoalsAI-suggested goals based on past targets and themes.–
AI Suggested HighlightsAI scans the period and suggests the catchups, meetings, targets, and projects worth pinning.–
AI Suggested Follow-Up ActionsAI suggests follow-up actions based on the review’s summary, strengths, and goals.–
Retrospectives
RetrospectivesRun retros with shared boards and live notes. Pick your columns and capture actions alongside the rest of your work.UnlimitedUnlimited
Live SessionsParticipants join via a shared link and add notes in real time with a live board.
Public SharingShare a public link so your team can join without needing an account.
TemplatesGet started quickly with ready-made retrospective templates.
Custom ThemingApply custom colours to your shared retrospective links.
Comments & ReactionsLet participants comment on and react to notes during a retrospective session.
Merge Related NotesCombine similar notes together to keep your retro board organised and focused.
Password ProtectionRestrict access to your retrospectives with a password so only the right people can join.
Unlimited ColumnsAdd as many columns as you need to structure your retrospective board.
Clone TemplateDuplicate an existing retrospective to reuse its structure for future sessions.
Pin to DashboardPin a retrospective to your dashboard for quick access.
TimerSet a countdown timer to keep your retrospective sessions focused and on track.
Instant UpdatesAll participants see changes in real time as notes are added and moved.
No Account NeededParticipants can join and contribute without creating an account.
Connected ActionsCreate tracked actions directly from retrospective notes.
Markdown ExportExport your retrospective board as Markdown for sharing and archiving.
Whitelabel SessionsRemove branding from shared retro links so they feel fully yours.–
AI SummaryIdentify insights from your retro and get AI suggestions to help you build an effective board.–
AI Facilitation PromptsGet AI-generated prompts to guide discussion and keep your retro productive.–
AI Slack OutputGenerate a ready-to-paste Slack summary of your retrospective with AI.–
Journeys
Guided PathwaysFollow structured, milestone-based pathways for key management moments.UnlimitedUnlimited
First 90 Days as a ManagerA 90-day pathway to build trust, understand your team, and establish your leadership style.
Onboarding a New Team MemberA 4-week pathway to guide a new joiner through their first weeks.
Performance Improvement PlanAn 8-week supportive plan to help a struggling team member get back on track.
Preparing for PromotionA 12-week pathway to build evidence and experience for the next level.
Build Your Own JourneyCreate custom journeys with your own milestones and tasks for any management scenario.
Convert to ActionsConvert journey tasks into tracked actions with due dates and notes.
Milestone EmailsGet notified by email when you complete a milestone in a journey.
Duplicate JourneysDuplicate an existing journey to reuse its structure for another team member.
Pin to DashboardPin a journey to your dashboard for quick access to your progress.
AI Generated JourneysDescribe your goal and let AI generate a full journey with milestones and tasks tailored to your situation.–
Teams & People
TeamsKeep your teams in one place and connect them to everything you do.UnlimitedUnlimited
People (Team Members)Add your direct reports and team members to keep catchups, targets, and actions organised by person.UnlimitedUnlimited
Member ProfilesView a full profile for each team member including catchup history, action counts, targets, and catchup streak.
Bulk Member ImportUpload a CSV to add multiple team members at once instead of entering them one by one.
Personalisation
Basic ThemesChoose from a selection of pre-built themes to personalise your experience.
Pro ThemesPersonalise your experience with pre-built Pro themes. Choose a look that fits you and your team.–
Custom ThemesBuild your own custom theme for Manager Toolkit to truly make it yours.–
Integrations
MCP for AI AssistantsConnect AI assistants like Claude directly to Manager Toolkit via MCP to manage your teams, actions, and catchups hands-free.–
API TokensGenerate personal API tokens to connect external tools and build automations on top of your Manager Toolkit data.–
Browser ExtensionCapture actions, catchups, meeting notes, and reminders from any tab with the Manager Toolkit Chrome extension.–
Enterprise
Unlimited SeatsScale your organisation without per-seat limits.––
Admin DashboardManage users, teams, and settings across your entire organisation.––
SSO & SAML SupportEnable single sign-on for your organisation via SAML 2.0.––
SCIM ProvisioningAutomate user provisioning and deprovisioning via SCIM.––
Audit Logs & Compliance ExportsFull audit trail and exportable compliance reports.––
Reporting & InsightsOrganisation-level analytics and insights across all teams.––
Custom BrandingApply your organisation's branding throughout.––
Customer Success ManagerA dedicated point of contact to help you get the most from Manager Toolkit.––
Priority Support With SLAPriority response times backed by a service-level agreement.––
Flexible TermsFlexible billing and contract terms to suit your organisation.––
Community
Community ForumShare ideas, ask questions, and connect with fellow managers.
Posts & RepliesCreate posts, reply to others, and react to content.
Upvote & DownvoteVote on posts to surface the best content.
BookmarksSave community posts to revisit later with a personal bookmark list.
Reply EmailsGet notified by email when someone replies to your community post.
CategoriesBrowse and filter community posts by category to find relevant discussions.
Connected Actions from RepliesCreate tracked actions directly from community post replies.
Your Controls
Feature FlaggingToggle individual features on or off to customise your experience.
Email Notification SettingsControl exactly which email notifications you receive.
Dashboard CustomisationChoose which widgets to display and how your dashboard is arranged.
Free ThemesChoose from a selection of free visual themes.
Pro and Custom ThemesAccess premium themes or build your own custom theme.–
MCP ConnectorConnect AI assistants to Manager Toolkit via the MCP protocol.–
External API TokensGenerate API tokens to integrate external tools with your data.–
Browser ExtensionLog actions, catchups, meetings, and reminders from any browser tab.–
Misc
Monthly Summary EmailReceive a monthly email with stats on catchups, actions, meetings, and targets from the previous month.
Granular Email Notification SettingsChoose exactly which email notifications you receive, per feature and event type.
Delete AccountDelete your account and all associated data at any time.
TutorialsStep-by-step guides to help you get the most out of Manager Toolkit.