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Quick Start
Quick Start
Follow the step-by-step to onboard your Teams quickly on Workfacta
By Workfacta
1 author
12 articles
Quick Tour
After signing in, what should I do first?
Step 1 - Setting up your Teams
Setup Users
Setup Teams
Step 2 - Work towards some Goals
Setting Quarterly Goals
Step 3 - Create Meetings to follow-up
Create your first Meeting
How to run your first Meeting
Step 4 - Create Actions and resolve Discussions
Create an Action
Create a Discussion item
Resolve a Discussion item
Step 5 - Measure and track progress with Numbers
Setup a Number
Step 6 - Review and update your Goals and Numbers regularly
How to Update
Step 7 - See how your Teams are performing with Dashboards
How to customise your Dashboard