Ninety Knowledge Base

Exporting Your Scorecards to a Spreadsheet

Published April 18th, 2025 by Tommy Mains

Exporting your team's Scorecards to a .csv file to load in spreadsheet applications is simple. Follow the steps below to try it yourself. Exporting Scorecards to a .csv File To export one of your team's Scorecards into a .csv file: Click Data from the left navigation. Use the Team dropdown to choose the relevant team. Select one of the team's Scor

Removing Users from a Team

Published April 30th, 2025 by Tommy Mains

To remove a user from a team, follow the directions below. To learn how to remove a user from Ninety, click here. For Owners, Admins, or Coaches: Click your name from the left navigation. Click Teams from the popup. Click the team from which you want to remove members. Click the trashcan icon next to the team member to remove in the pop-up window.

Record Your Team's SWOT Analysis

Published May 6th, 2025 by Tommy Mains

A SWOT analysis supplements your team's long-term strategy after forming your Compelling and Audacious Goals and Compelling Why. Any team on Ninety can conduct and record a SWOT analysis using the Vision tool. We highly encourage your leadership team to perform the exercise and share the results with the company. How to Perform a SWOT Analysis w

Removing and Deleting KPIs

Published April 16th, 2025 by Tommy Mains

Maintaining clean, relevant Scorecards is essential to the Data core competency. Teams should regularly review the KPIs on their Scorecards to ensure they're displaying the information the team needs to see at a glance to review: The health of the organization Progress on quarterly or annual goals Necessary analytics Removing KPIs There are two wa

Navigating the To-Dos Tool

Published March 26th, 2025 by Tommy Mains

Use the following filters to sort through To-Dos effectively: Team/Private Team dropdown Archive toggle Search bar Team or Private Tab The To-Dos tool has two pages: Team Private Click on the Team tab to view your team's To-Dos list. Click on the Private tab to view your personal To-Dos list. Team Dropdown Like several of our other tools, the

Editing Issues

Published March 14th, 2025 by Tommy Mains

Raising Issues for discussion is an essential step for teams to collaborate and act on the problems, opportunities, blockers, and questions preventing them from getting work done. To ensure your team finds effective solutions while discussing Issues, team members should add context and notes to their Issues in Ninety. How to Edit Issues You can ed

Creating and Documenting Long-Term Goals

Published May 5th, 2025 by Tommy Mains

The Vision tool's Goals page is available to all subscription levels. Every team has its own, customizable Goals page. The Goals page offers a one-page look at your Compelling and Audacious Goals (CAGs), 3-year goals, 1-year goals, and 90-day goals. For the three sections below your CAGs, you can enter the following information: Future Date — The ta

Printing and Exporting Issues to PDF

Published March 19th, 2025 by Tommy Mains

Printing your Issues helps you maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. This guide provides step-by-step instructions for generating and printing a PDF of your team's Issues. How to Export Issues to a PDF Follow these steps to download all Issues displayed on your team's page (either

Archiving and Deleting Headlines

Published April 23rd, 2025 by Tommy Mains

The Headlines tool's archive saves all your team's completed or archived Headlines and Cascading Messages in one location. You can review your team's archived Headlines or Cascading Messages anytime by clicking the Archive toggle. To view archived Headlines and Cascading Messages: Click Headlines from the left navigation. Choose the intended team fr

Exporting To-Dos to a Spreadsheet

Published March 26th, 2025 by Tommy Mains

Exporting your To-Dos from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your action items outside the platform. Follow the steps below to export your To-Dos effectively. Exporting To-Dos to an XLSX File To export one of your team's To-Dos lists into an XLSX spreadsheet: Click To-Dos from the left nav

Navigating the Issues Page

Published March 21st, 2025 by Tommy Mains

Use the following filters to sort through Issues effectively: Short-Term or Long-Term Issues Team dropdown Archive toggle Search bar Issues Page The Issues tool first organized by teams and then by Issue type. The Short-Term and Long-Term tabs bring you to a unique page with separate Issues lists for either your team's immediate or long-term plann

Issues Analytics

Published December 4th, 2024 by Tommy Mains

Issues Insights Page Our Issues page in the Insights tool has one data visualization card that analyzes how successfully your teams resolve short-term Issues. Use the team, date range, and calendar filters to locate the data you want to analyze. Team Filter The options shown in the Team filter depends on your user role: Owners and Coaches can se

1-on-1 Discussion Questions

Published July 31st, 2023 by Tommy Mains

Customizing 1-on-1 Discussion Questions Commitments are the qualities, actions, and practices your organization's leaders agree to hold with their direct reports. We've categorized these into Leadership Commitments and Coaching Commitments as described in our leadership philosophy: Lead, Agree, Coach. Admins, Owners, and Coaches can use the 1-on-1 t

The Legacy Process Tool

Published April 1st, 2024 by Tommy Mains

Process Is Now a Legacy Tool Any Ninety account started after 26 March 2025 will not have access to Ninety's Process legacy tool. Beginning on 1 September 2025, the Process tool will be removed from all existing accounts. Documenting processes so they can be shared and followed by all is a core component of how great companies operate. Use our Kno

Exporting Headlines to a Spreadsheet

Published April 28th, 2025 by Tommy Mains

Exporting your Headlines from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your action items outside the platform. Follow the steps below to export your Headlines effectively. Exporting Headlines to an XLSX File To export one of your team's Headlines lists into an XLSX spreadsheet: Click Headlines

Creating Issues

Published September 10th, 2024 by Tommy Mains

Issues are the problems, obstacles, ideas, or opportunities teams discuss and solve during meetings. Our Issues tool captures and stores your team's short- and long-term Issues. Short-term Issues are discussed and solved during weekly team meetings. Long-term Issues are prioritized, discussed, and solved during quarterly and annual team meetings.

Archiving Items

Published August 1st, 2023 by Tommy Mains

What Is the Archive? Each tool has its own archive where completed items are saved for each team. To view archived items, click the Archive toggle on the filters bar. While viewing the archive, you can perform the following actions: Click the Team dropdown to view another team's tool archive. Click the arrow-circle icon to refresh the page. Click

Creating and Editing Headlines

Published March 28th, 2025 by Tommy Mains

Share announcements during meetings to keep your team aware of relevant updates. The Headlines tool allows you to create and manage Headlines. Reading Headlines is a core component of the Weekly Team Meeting agenda. These are news items worth sharing, but may not need further discussion. If a Headline warrants further discussion, right-click it and

Rocks Analytics

Published November 19th, 2024 by Tommy Mains

Rocks Insights Page Our Rocks page in the Insights tool has three data-visualization cards to asses your teams' performances on their quarterly goals. The cards are: Rock Progress, which is a stacked bar chart Milestones: Progress to Completion, which is a burndown-style chart Milestones: Revised due dates, which is a bar chart Use the Team, Typ

Bulk Actions in the Data Tool

Published April 4th, 2024 by Tommy Mains

You can perform the following actions with one or more KPIs from a single group: Move to a different group (on the same Scorecard) Duplicate Create a To-Do Create an Issue Remove from the group (this option does not delete KPIs) To perform one or more of the above actions: Click one or more checkboxes from KPIs on your Scorecard in the same group.

Printing and Exporting Your Org Chart to PDF

Published April 29th, 2025 by Tommy Mains

While the Org Chart tool is available to our free users, users must be on a paid subscription plan to export their Org Chart or other materials for printing. To create a printable PDF of your Org Chart: Click Org Chart from the left navigation. Click the PDF icon () on the top right of the screen. Choose your Print Type. Multi-Page. Single-Page. Cho

Archiving the Vision

Published July 31st, 2023 by Tommy Mains

When you run a Quarterly Meeting, a copy of your Vision is automatically archived, or you can manually save it by clicking Archive > Custom Vision Feature. All text you have entered along with Issues, Rocks, and Goals are saved and stored in the View Archived Visions section. How to Archive a Copy of Your Vision To archive your team's current Vis

How to Receive Notifications for Rocks

Published March 10th, 2025 by Tommy Mains

You can easily set up notifications from Ninety to receive timely reminders about your Rocks and Milestones. There are two primary forms of notifications: Daily summaries of your tasks, including upcoming and past due Rocks. Event notifications when you're set as the owner of an item or when someone comments on an item you own. Setting Up Email Su

Reporting, Analytics, and Data Visualization in Ninety

Published February 27th, 2025 by Tommy Mains

What Happened to Dash? We have deprecated our initial data visualization tool, Dash. We're actively replicating and improving Dash's functionality in our updated tools, like Insights and Data . Use these tools to view reporting analytics from your teams' and company's data from our most-used tools, including filters and drill-in tables. The tools in

Printing Meeting Agendas

Published April 21st, 2025 by Tommy Mains

Teams may need a printed copy of the team's meeting agenda. When you generate a PDF of one of your team's meeting agendas, we'll include: The agenda section durations Current Rock statuses Headlines and Cascaded Messages The team's To-Dos list The relevant Issues list The team's Scorecard To print one of Ninety's default agendas or one of your cus

Printing Headlines and Exporting to PDF

Published April 28th, 2025 by Tommy Mains

Users can print Headlines from any of their teams using the Headlines tool. To print one of your team's Headlines lists: Click Headlines from the left navigation. Select one of your teams from the Team dropdown. Click the PDF icon () on the filters bar. Choose the PDF's page orientation from the popup. Click Print. To print your team's archived

Navigating the Org Chart Tool

Published April 29th, 2025 by Tommy Mains

All users can use the following to adjust their view of the Org Chart or navigate through the tool: Search box — type in a user's name or Seat title Collapse () — collapse a layer (or all layers if clicked at the top of the page) Expand () — expand/open a layer (or all layers if clicked at the top of the page) Zoom in () Zoom out () Reset zoom View

Printing and Exporting Rocks to PDF

Published March 7th, 2025 by Tommy Mains

Printing your Rocks helps you maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. This guide provides step-by-step instructions for generating and printing a PDF of your team's Rocks. How to Export Rocks to a PDF Follow these steps to download all Rocks displayed on your team's page as a PDF:

Archiving and Deleting Issues

Published March 13th, 2025 by Tommy Mains

The Issues tool's archive saves all your team's completed or archived Issues in one central location. You can review your team's archived Issues at any time by clicking the Archive toggle. Archiving Issues Arching completed or irrelevant Issues keeps your lists clean and organized between meetings. The steps to archive one or more Issues are the s

Exporting Rocks to a Spreadsheet

Published March 6th, 2025 by Tommy Mains

Exporting your Rocks from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. Follow the steps below to export your Rocks effectively. Exporting Rocks to an XLSX File To export one of your team's Rocks, including their Milestones, into an XLSX spreadsheet: Click Rocks from

Editing Rocks

Published March 10th, 2025 by Tommy Mains

Occasionally, you may need to update a Rock's details to reflect changes in priorities, timelines, or responsibilities changes. This article provides step-by-step instructions on how to edit Rocks within Ninety, ensuring your goals remain accurate and aligned with your team's objectives. How to Edit Rocks To modify an existing Rock, follow these s

Types of Rocks — Company, Departmental, Individual

Published March 10th, 2025 by Tommy Mains

The default Rock type is considered an individual Rock, in which one person is accountable for its completion. Teams can then choose to elevate a Rock's importance to the company or departmental level. Company Rocks: Set by the Leadership Team (LT) to drive organizational goals. Departmental Rocks: Prioritized Rocks at the team/department level. Ind

To-Dos Analytics

Published December 4th, 2024 by Tommy Mains

To-Dos Insights Page Our To-Dos page in the Insights tool helps you see how effectively your team(s) capture and complete To-Dos. Use the team, date range, and calendar filters to locate the data you want to analyze. Team Filter The options shown in the Team filter depends on your user role: Owners and Coaches can see any team in the organizatio

Forecasting and Setting Custom Goals

Published April 16th, 2025 by Tommy Mains

Over time, you may need to adjust a KPI's target. We've developed a number of features so you can keep your Scorecards accurate and relevant to your team's needs. How to Set a Permanent Future Goal/Target Use the Set new future Goal feature to change a KPI's goal from a specific date forward. This method will maintain the integrity of your KPI und

Headlines in Meetings

Published April 28th, 2025 by Tommy Mains

Reading through your team's Headlines is a recommended agenda item for weekly team meetings. While reading through your team's Headlines, you can perform the following actions: Click a Headline to view its details. Click the circle at the beginning of the Headline's row to mark it as read and ready for the archive. Unchecked Headlines will appear

Prioritizing and Ranking Issues

Published July 31st, 2023 by Tommy Mains

Issues are the heart of our team meetings. We join together to Raise, Discuss, and Resolve (RDR) the Issues most pertinent to our responsibilities for the week, quarter, or year. We recommend ranking your Issues as you create them and reviewing the Issues you've raised before your next meeting. Methods of Prioritization We have four primary ways t

Customizing Your Issues Tool Through Settings

Published March 19th, 2025 by Tommy Mains

Users with the role of Manager or higher can customize their team's Issues tool to fit how they operate. Accessing Issue Settings To access your team's Issue settings, click the gear icon () on the far right of the filters bar. Only users with the proper permissions can view and change these settings. If you don't see the gear icon, you don't have

Creating and Editing Content in the Knowledge Portal

Published April 10th, 2025 by Tommy Mains

Users with Manager or higher permissions can create and edit content in the Knowledge Portal. To get started, click the Edit toggle on. Creating and Editing Collections Collections are the largest folder for organizing content in the Knowledge Portal. When creating a new collection, you can place it in one of the following specific categories: Com

Cascading Messages

Published April 28th, 2025 by Tommy Mains

Sharing Headlines with other teams or the whole organization is a feature available for companies on the Accelerate or Thrive tiers. Cascaded messages, like Headlines, are read during meetings. To create a new message to cascade to one or more teams in your organization. Click Headlines from the left navigation. Choose the intended team from the Tea

Create and Customize Your Meeting Agendas

Published July 31st, 2023 by Tommy Mains

Editing any of our custom agendas or creating your own is a powerful way to make your meetings work for your team. Want an overview of the default meeting agendas in Ninety? Click here. Companies on the Accelerate or Thrive subscription tiers can create and customize agendas. Coaches and partners who have customized agendas in Partner Hub can push

Adding Users to a Team

Published April 30th, 2025 by Tommy Mains

Once a user is assigned to a team, other team members can assign them Rocks, To-Dos, and Issues. Follow these steps to add users from your Directory to an existing team. For Owners, Admins, or Coaches: Click your name from the left navigation. Click Teams from the popup. Click the team to which you want to add members. Click the profile icon () next

Currently in Beta at Ninety

Published July 31st, 2023 by Tommy Mains

Joining Beta Ninety's Beta Program is open for any user to join and provides access to the most recent features to test in Ninety. The Ninety Product Team sends an email to all users or pushes an in-app message when new features are released. To join, click below or contact your client success team through chat or email. Beta enrollment can take up

Private To-Dos

Published July 31st, 2023 by Tommy Mains

A private To-Do is a task to complete that doesn't correspond to any of your teams. The team doesn't need to track its progress or discuss it in meetings. These can be things for day-to-day work or reminders for personal tasks. Private To-Dos appear on both your My 90 workspace and the To-Dos page . Creating a Private To-Do Whenever you create a

Documenting Your Processes with the Knowledge Portal

Published March 27th, 2025 by Tommy Mains

How to Document Processes On Ninety Processes are how teams align behavior across time and people. When processes are clearly documented and easy to access, teams can execute confidently and autonomously. Organizations risk drift, friction, and inconsistency when they're not defined. Documenting your team and organizational processes improves transp

How to Document Multiple Users Who Share a Seat

Published April 29th, 2025 by Tommy Mains

Many organizations have several team members who share the same roles, accountabilities, and responsibilities. You can assign multiple users to the same Seat in your Org Chart simply by adding additional users to a Seat. Here's how: Click Org Chart from the left navigation Click Edit Chart. Click the person icon () under the Seat's title. Search for

Exporting and Printing

Published April 29th, 2025 by Tommy Mains

This guide provides an overview of how to export your data from Ninety to use in other applications, print information to keep in physical files, or bring to meetings. When exporting or downloading your data, we'll create files based on the data you're currently viewing. To adjust the data you export, consider the following: Which team you're viewi

Ninety's Default Seats on the Org Chart

Published April 29th, 2025 by Tommy Mains

When you first create your company in Ninety, we'll populate a simple Org Chart with four departments and a total of six Seats. Depending on your current size, you may need to add more Seats immediately or have some of your team members fill more than one Seat. Visionary Operator Marketing Sales Operations Finance Use these default Seats to help you

The KPI Manager

Published December 20th, 2024 by Tommy Mains

KPI Manager Our KPI Manager is a centralized hub designed to simplify the way you manage your organization's KPIs. Accessible to users with Admin, Owner, or Coach roles only, this tool allows you to organize, filter, and update KPIs efficiently. With the ability to view all active and archived KPIs in one place, users can: Streamline the cleanup of

Using the To-Dos Tool

Published March 26th, 2025 by Tommy Mains

Using the To-Dos Tool All Ninety users can view their team's To-Dos lists with the To-Dos tool . However, only licensed users can add To-Dos to a team's list. Navigating the To-Dos Tool Navigating the To-Dos Tool Use the following filters to sort through To-Dos effectively: Team/Private Team d Use the following filters to sort through To-Dos effec

Creating To-Dos

Published January 5th, 2024 by Tommy Mains

Creating To-Dos in Ninety allows you to keep track of tasks or items that need to be completed by you or your team need to complete. To-Dos appear on both your My 90 workspace and the To-Dos page . There are two main types of To-Dos: Team and Private. Each type of To-Do allows you to make it a repeating To-Do, saving you time by automatically creati

Exporting a Quarterly Report

Published May 6th, 2025 by Tommy Mains

Use the Vision tool to generate and export a quarterly PDF report that includes team- and quarter-specific data from your: Scorecards (weekly, monthly, quarterly, and annual) Rocks Vision Goals SWOT Long-term Issues Org Chart How to Export a Quarterly Report To create your team's quarterly report PDF: Click Visio n from the left navigation. Choose

Understanding Ninety's Pricing Plans

Published February 26th, 2025 by Tommy Mains

Pricing Plans Explained Ninety is a centralized platform for teams working toward a shared vision. We have three paid pricing plans and one free option, so your organization can choose one that meets its current needs. Thrive is for teams who want all our advanced features and AI-powered, in-app assistance. Accelerate is for teams ready to scale wit

Customizing Your Team's Scorecards with Settings

Published April 18th, 2025 by Tommy Mains

Users with Manager or higher permissions can customize their team's Scorecards with Settings. To customize your team's Scorecard settings: Click the ellipsis on the far right of the Filters bar. Click Settings. Toggle off Use company default settings. From there, you can adjust the settings described in the tabs below. Show Current Period To hide

Organizing Scorecards with Groups

Published April 18th, 2025 by Tommy Mains

There are several ways to keep your team's Scorecards organized, including creating KPI groups and reorganizing KPIs. Previously, you may have divided groups of KPIs with line breaks. Our updated tool automatically moved your KPIs into groups based on how you placed line breaks. With the Combine all groups button, you'll have a one-time option to co

Navigating the Data Tool

Published April 18th, 2025 by Tommy Mains

Use the following filters to display your KPIs the way that works for you and your team. Team — Many users are on several teams in Ninety; ensure you have the correct team selected here. Date range — Each Scorecard has its own default setting, but you can select any option from the dropdown to analyze your data as needed. Periods (Weekly Scorecard o

How to Create Rocks

Published September 19th, 2024 by Tommy Mains

Documenting your Rocks in Ninety gives your organization a centralized platform to record its progress, quarter after quarter. Most teams identify Rock candidates during Quarterly Team Meetings and refine their scope during the first couple of weeks of the quarter. Tip: Use our Insights tool to track Rock and Milestone progress. What Are Rocks? Ro

Introduction to Org Charts

Published July 3rd, 2024 by Tommy Mains

What Is the Org Chart Tool Use the Org Chart tool to structure your company's core functions to help you get the Right People in the Right Seats to achieve your Vision. What Is a Seat? A Seat is a position with function-specific roles, accountabilities, and responsibilities. We use the Org Chart to provide an overview of the various Seats, and the

Using the Data Tool

Published April 16th, 2025 by Tommy Mains

The Data Tool The Data tool simplifies setting up and managing your team’s Scorecard to keep track of goals on five levels: Organization-wide Leadership Team Departmental Teams Individuals Reviewing the Data tool every week is a critical function of team meetings. Operating Scorecards According to Your User Role The functionality of the Data tool

Using the Rocks Tool

Published March 10th, 2025 by Tommy Mains

Using the Rocks Tool All team members (even Observers) can access the Rocks tool to view all their team's quarterly goals and priorities. Most weekly meeting agendas include reviewing Rocks as part of their agenda. The team holding the meeting will see their team's Rocks page during that segment. Reviewing Your Team's Quarterly Vision At the top o

Introduction to Rocks

Published May 30th, 2024 by Tommy Mains

What Are Rocks? Rocks are 90-day goals that help teams make measurable progress toward their organization’s long-term vision. These objectives focus on significant initiatives outside of daily tasks, such as launching a new project, improving a process, or achieving a strategic objective. Rocks provide a structured way to ensure that key priorities

Meetings Analytics

Published December 4th, 2024 by Tommy Mains

Meetings Insights Page Our Meetings page in the Insights tool helps you analyze your teams' meeting performances based on their meeting ratings. Hover your cursor over any point on one of the first four cards to view that selected reporting period's data on the other three cards as well. Use the team, date range, and calendar filters to locate the d

Meetings Tool Basics

Published April 21st, 2025 by Tommy Mains

Our Meetings tool guides your teams through the essential steps needed to align on priorities, solve Issues, and document next steps. Any licensed user in a meeting can create items, mark items complete, or take notes. The agenda timer sticks with the user who started the meeting. Click through the tabs below to learn the basic functions of the tool

Completing a Fit Check

Published July 31st, 2023 by Tommy Mains

Where Is the Fit Check? To access the Fit Check page: Click 1-on-1 from the left navigation. Click the Fit Check tab. Click the Person dropdown to choose a team member. Click the user's row to view their completed Fit Checks. Click New Review to complete a new Fit Check for the team member selected. User Role Permissions Read this article to see p

Linking Items

Published May 13th, 2024 by Tommy Mains

Linking connected items in Ninety helps teams document progress, clarify dependencies, and prioritize objectives. Users can create as many linked items from existing items as needed. For example, all Issues, To-Dos, and Headlines relating to a single Rock can be created as linked items from that Rock. To create a linked item from an existing item: R

Meeting Recap Email Notifications

Published March 5th, 2025 by Tommy Mains

By default, meeting recap emails are automatically sent to all participants, including coaches. These emails contain critical information such as: Headlines To-Dos created during the meeting Resolved issues Meeting notes How to Opt-Out of Specific Meeting Recaps During the meeting conclusion process, teams can choose not to send out recap emails f

Creating and Managing Draft Org Charts

Published April 29th, 2025 by Tommy Mains

Owner, Admin, and Manager-level users can create additional draft Org Charts beyond the primary chart. Our users create additional charts to: Plan for future Seats Reorganize team, department, and company structure Creating a New Draft Org Chart To create a new draft chart: Click Org Chart from the left navigation. Click the Drafts tab. Click Cr

Introduction to Vision

Published July 3rd, 2024 by Tommy Mains

What Is the Vision Tool? Use our Vision tool to plan, organize, and document your organization's Vision. The tool has four pages to keep everything clear and organized. Teams on paid subscriptions can customize their Vision to use the terms and sections that work best for their needs. Watch the video below for a general overview of the tool. How

Using the Create Button

Published August 1st, 2023 by Tommy Mains

The Universal Create Button From anywhere on Ninety's platform, the Create button is on the upper right-hand corner making it easy to create a new item. The default item you'll create is an Issue, but automatically updates based on the tool page you're on. For example, if you're on the To-Dos tool and click the Create button, the item defaults to a

Sharing Rocks Across Multiple Teams

Published March 10th, 2025 by Tommy Mains

You can share and display Rocks on multiple team pages to enhance collaboration and ensure alignment across different teams. This feature ensures all relevant teams have visibility into inter-departmental Rocks, fostering transparency and accountability. Sharing Rocks Across Multiple Teams When creating or editing a Rock, you can assign it to mult

Using the Vision Tool

Published May 2nd, 2025 by Tommy Mains

Using Ninety's Vision Tool Use our Vision tool to document your company's or team's: Vision — Core Values, marketing strategy, purpose, and Niche Goals — Compelling and Audacious Goals (5-10-year goals), 3-year goals, 1-year goals, and 90-day goals Long-term Issues — ideas, opportunities, and problems to address in the next quarterly meeting SWOT —

Using the Headlines Tool

Published January 16th, 2024 by Tommy Mains

Use the Headlines tool to read, create, and share announcements that usually don’t require a discussion or need additional action items. Headlines and Cascading Messages function the same. Typically, organizations use Headlines for team announcements to be read during meetings and Cascaded Messages for announcements they want to share with other tea

How to Receive Notifications for Issues

Published March 21st, 2025 by Tommy Mains

You can easily set up notifications from Ninety to receive messages when someone comments on an Issue you're following. Setting Up Event Notifications To receive event notifications to your email: Click your name or profile icon and select Notifications from the popup. Toggle on your preferred options for receiving email notifications. Go to Your

Using the Org Chart

Published July 31st, 2023 by Tommy Mains

Overview The Org Chart tool documents the structure of your departments and teams. Read our Introduction to Data article about how this tool benefits your company. The video below covers the basic features of the tool to help you get started, including: Main objectives User permissions Editing the chart Adding Seats Assigning users Moving Seats Edit

Using Partner Hub — A Coach's Tool

Published August 1st, 2023 by Tommy Mains

What Is Partner Hub? Partner Hub is a versatile tool for coaches, implementers, and partners using Ninety. It simplifies client management, enables template customization, and streamlines referral tracking. This tool is tied to a coach, implementer, or partner account and applied across the user's assigned companies. If you do not see this tool,

User Roles and Permissions

Published August 1st, 2023 by Tommy Mains

How Do User Roles Work? Roles dictate what content you can edit or view within Ninety, including access to tasks such as inviting new users or updating billing options. Here is a general overview of each role's capabilities: Owners have visibility and editing access to all teams and tools, full control of company settings, and the ability to update

Individual User Settings

Published March 5th, 2024 by Tommy Mains

Accessing Your Settings User settings allow you to make changes to your Ninety experience without affecting the rest of your company. To access user settings: Click your name from the left navigation. Click User Settings. Settings Options On the left side of your screen, you'll find the following User Setting pages, Profile Account Preference

Assigning Rocks to Users

Published March 7th, 2025 by Tommy Mains

Rocks are 90-day goals that help teams progress toward their organization's long-term vision. Assigning these Rocks to the appropriate team members ensures accountability and clarity. Assigning Rock Ownership When you create a Rock in Ninety, assign an owner based on who on your team or from your organization is ultimately accountable for completi

Upload Your Data

Published August 1st, 2023 by Tommy Mains

Our Data Transfer Services Tired of your data being siloed? We can import all your data onto Ninety for free. What Information Can I Transfer? Scorecard KPIs from the previous 13 weeks Headlines Vision Org Chart Active data from the last 12 months, such as: Rocks To-Dos Issues Sending Us Your Data Our Support Team can upload data to your account.

Making Rocks SMART

Published August 1st, 2023 by Tommy Mains

When building a Rock, be as detailed as possible to make expectations clear for completing the goal by the end of the quarter. We recommend adding Milestones and making the Rock SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) whenever possible. Making Rocks SMART — the SMART Goals Methodology When creating Rocks, make them SMART

Sending and Receiving Issues Between Teams

Published August 1st, 2023 by Tommy Mains

Every team in Ninety can raise Issues, but not every team is equipped to discuss and solve their Issues. Your team's Issues lists are located in our Issues tool . When another team sends an Issue to your team, it will appear on a separate list above yours. When you send an Issue to another team, a new “Sent to Other Teams” Issues list appears below

Editing To-Dos

Published March 26th, 2025 by Tommy Mains

Up-to-date action items are critical for keeping your teams moving forward and progressing the organization toward its goals. All licensed users can update To-Dos on their teams' lists. How to Edit To-Dos You can edit To-Dos while accessing the To-Dos tool or the My 90 workspace. Click through the tabs below to learn how to quickly update all a To

Long-Term Issues on the Vision Tool

Published May 6th, 2025 by Tommy Mains

Maintaining a long-term Issues list helps teams focus on current priorities while documenting ideas, opportunities, and obstacles to discuss and solve during quarterly or annual planning meetings. The Long-Term Issues page of the Vision tool displays a direct copy of your team's long-term list from the Issues tool. Use this page to: Add new Issues U

Documenting Your Company or Team Vision

Published May 5th, 2025 by Tommy Mains

The Vision tool's Vision page is available to all subscription levels. Every team has its own, customizable Vision page except those designated as Project Teams. The Vision page includes sections to document your: Core Values — A set of guiding principles and behaviors that an organization desires to see consistently embodied by its team members. Pu

Printing and Exporting Your Vision to PDF

Published May 6th, 2025 by Tommy Mains

To export a printable PDF of your Vision, Goals, Long-Term Issues, and SWOT: Click Visio n from the left navigation. Choose a team from the Team dropdown. Click the PDF icon () to generate the PDF. How to Print the PDF Once you have downloaded the PDF, follow these steps to print it: Open the file using a PDF viewer such as Adobe Acrobat, Preview

Adding Milestones to Your Rocks

Published March 10th, 2025 by Tommy Mains

Milestones are integral to breaking down Rocks into manageable, actionable steps. They provide a clear roadmap toward achieving your quarterly goals by delineating specific tasks with due dates. This article outlines how to create and effectively use Milestones within Ninety to enhance productivity and ensure progress. Enabling Milestones for Your

Navigating the Vision Tool

Published May 2nd, 2025 by Tommy Mains

Use the following filters to navigate the Vision tool effectively: Team dropdown Share Vision toggle Leadership toggle Archive Team dropdown Like several of our other tools, the Vision tool is first sorted by team. Click the Team dropdown to select which team's Vision and goals you'd like to view, edit, or create. Your company's leadership team can

Adding and Inviting Users to Your Account

Published January 12th, 2024 by Tommy Mains

To add a new user to your account: Click Add Teammates from the left navigation. Select the user's role from the Role access dropdown. Add an email address for any user requiring a paid license. Select their team(s) in Ninety with the Team(s) dropdown. Click [ Add another user] to continue or [Add teammates] to complete this action. To add several

Bulk Importing Users to Ninety

Published April 30th, 2025 by Tommy Mains

Owners and Admins can use the Data Upload tool to bulk import users to the Directory. Navigate to Company Settings > Data Import or start from the Directory: Click Directory from the left navigation. Click the Import users via CSV button on the top right of the page. Verify you're ready to proceed, then click Proceed. Download our template. Foll

Cancel Your Account

Published August 1st, 2023 by Tommy Mains

Canceling Your Subscription Click your name at the bottom of the left navigation. Click Billing. Click Cancel my subscription. Fill out the exit form. Click Continue. Click Cancel subscription. Only Owners and Admins can cancel a subscription.

Microsoft To-Dos Integration with Ninety

Published November 22nd, 2024 by Tommy Mains

Ninety To-Dos and Microsoft Tasks The Microsoft To-Dos integration with Ninety allows users to seamlessly sync their assigned tasks, ensuring efficient task management across both platforms. This integration eliminates the need for manual data entry, reduces the risk of forgetting tasks, and helps users stay organized by consolidating their to-dos i

My 90

Published July 31st, 2023 by Tommy Mains

My 90 Workspace The customizable My 90 workspace shows all your owned content, including To-Dos, Rocks, Milestones, and KPIs. To-Dos To-Dos are the tasks assigned to users by themselves or their team. They can range from critically important to personal chores. Often, To-Dos are created in Weekly Team Meetings during the Issues portion or when pars

Default Meeting Agendas

Published April 21st, 2025 by Tommy Mains

Use our time-tested agendas to help your meetings become as engaging, productive, and efficient as possible. Click through the tabs below to review our default agendas. Learn how to edit these agendas or create a custom one here. Weekly Team Meeting For a full breakdown of the weekly team meeting agenda, read our 90u Library brief. Agenda Segue (5 m

Creating, Editing, and Customizing Seats

Published April 29th, 2025 by Tommy Mains

Keeping your Org Chart up-to-date helps team members understand who is responsible for the various functions of your business. Creating a New Seat To add a new Seat to your primary org chart: Click Org Chart from the left navigation. Click Edit Chart. Click the plus icon under the card you wish for the new Seat to report to. Complete the informa

Using the Formula Builder

Published August 10th, 2023 by Tommy Mains

The Formula Builder allows users to create mathematical formulas to generate a KPI's score. The calculations can include existing KPIs as variables. With the Formula Builder, you can use the following basic mathematical operators, including order of operations formulas with parentheses: Addition Subtraction Multiplication Division To create a new

How to Delete a Seat on Your Org Chart

Published April 29th, 2025 by Tommy Mains

To delete a Seat from your Org Chart: Click Org Chart from the left navigation. Click Edit Chart at the top right of the page. Click the ellipsis ()at the top right of the Seat's card. To find the Seat you're looking for, you may need to click the down arrows to expand departments/teams. Click Delete Seat from the dropdown. To find the Seat you're l

Upgrade Accountability with Agreements-Based Team To-Dos

Published March 26th, 2025 by Tommy Mains

Agreement-based To-Dos is an optional feature that an account Owner, Admin, or Coach can enable in Company Settings . Here's how: Click your name from the bottom of the left navigation. Select Company Settings from the popup. Scroll down to the To-Dos section in Company Settings > Configuration > Feature Controls. Click the Agreements-Based To

Scheduling Meetings

Published September 27th, 2024 by Tommy Mains

Scheduling your meetings in advance allows your team members to prepare effectively and context switch from working to collaborating. The Upcoming Meetings Page Use the Upcoming page in the Meetings tool to start, join, or schedule a team meeting. To schedule a meeting for your team: Click Meetings from the left navigation. Select the intended tea

Billing and Payments

Published February 8th, 2024 by Tommy Mains

The Billing Page Users with Owner, Admin, and Coach roles can review the billing page. Follow these steps to review your billing information: Click your name from the bottom of the left navigation. Click Billing from the popup. Updating Your Payment Method From Billing settings, here's how to update your payment method through Stripe, our me

Custom Vision Feature

Published September 12th, 2024 by Tommy Mains

Customizing your team's or organization's Vision tool allows you to document all the features defining your organization now and where you want to be in the future. To enable the custom Vision feature, an owner or admin should navigate to Company Settings: Click your name at the bottom of the left navigation. Click Company Settings. Scroll down to t

Printing To-Dos and Exporting to PDF

Published March 26th, 2025 by Tommy Mains

Users can print the To-Dos list from any of their teams using the To-Dos tool. To print one of your team's To-Dos lists: Click To-Dos from the left navigation. Select one of your teams from the Team dropdown. Click the PDF icon () on the filters bar. Choose the PDF's page orientation from the popup. Click Print. To print your team's archived To-Dos

Introduction to Ninety

Published June 10th, 2024 by Tommy Mains

How Ninety Improves Team Performance Ninety is a comprehensive software solution for teams to work more effectively toward achieving their vision. Our tools help you run better meetings, measure performance, and increase transparency. Explore our site to learn more about us. Watch the video below for an overview of what we offer to teams like yours.

Introduction to Meetings

Published June 11th, 2024 by Tommy Mains

What Is the Meetings Tool? Use the Meetings tool to manage your daily, weekly, monthly, quarterly, and annual meetings. We've pre-populated proven agendas to ensure your meetings are efficient, effective, and documented. Team leaders can also customize or create their own agendas to tailor meetings to specific needs. Ninety simplifies meeting manage

Creating a New Team

Published August 1st, 2023 by Tommy Mains

Ninety is built for teams. Each team in Ninety has its own page in each of our main tools: My 90 Insights Data Rocks To-Dos Issues Meetings Headlines Vision Teams of two users also have a page in the 1-on-1 tool for meetings between a team leader and a team member. To create a new team or edit existing teams, users must have the role of Owner, Admin

Using the Meetings Tool

Published July 10th, 2024 by Tommy Mains

The Meetings tool powers all your organization's team meetings. This article explains how to use this tool's functions, including: How to start a meeting How to join a meeting in progress What a meeting's rating means What's included in the recap email How to observe a previous meeting's recap Advice on meeting best practices 📖 Are you new to our

Delete or Deactivate a User

Published August 1st, 2023 by Tommy Mains

If a user no longer needs access to Ninety, you can either deactivate or delete their profile from the Directory. Deactivating Users Deactivating a user changes their user role to Observer. Follow these steps to deactivate a user: Click Directory from the left navigation. Click their name (you may need to search for them first). Click Deactivate

Using the Issues Tool

Published March 21st, 2025 by Tommy Mains

Using the Issues Tool All Ninety users can view their team's Issues lists with the Issues tool . However, only licensed users can add Issues to a team's list. Navigating the Issues Page Navigating the Issues Page Use the following filters to sort through Issues effectively: Short-Term or Long- Use the following filters to sort through Issues effec

Using the Directory

Published October 4th, 2024 by Tommy Mains

What Is the Directory? Our Directory tool is the central location to manage all the users on your Ninety account. Use the Directory to: Add users to Ninety Change user roles and permissions Assign users to teams Deactivate users (remove their paid license) Delete users (remove them from your account) View user bios Adding and Inviting Users to You

Introduction to Insights

Published November 19th, 2024 by Tommy Mains

What Is the Insights Tool? The Insights tool provides valuable visualizations of how your teams use Ninety. Use it to gain insights into your teams' use of Ninety and their effectiveness with each tool. Since each tool represents a discipline of how great organizations are run, you can use this information to help gauge the help of your teams and yo

Company Settings

Published February 15th, 2024 by Tommy Mains

Accessing Company Settings Owners, Admins, and Coaches can access company settings by clicking on their name at the bottom of the left navigation and then clicking Company Settings to adjust the following options: Configuration — document your company's name and colors and adjust individual tool features. Teams — create, classify, edit, and delete t

Assigning and Unassigning Users on the Org Chart

Published April 29th, 2025 by Tommy Mains

After creating a structure for your departments, teams, and seats, you'll want to start assigning team members. Users should regularly review the roles and responsibilities for their Seat and discuss any discrepancies with their manager. Assigning a User to a Seat To assign a user from your Directory to a Seat: Click Org Chart from the left naviga

Creating and Updating KPIs

Published September 5th, 2024 by Tommy Mains

Any licensed user can update KPIs on one of their team's Scorecards, but only users with Manager or higher permissions can create new KPIs and organize Scorecards. Video Overview of the Data Tool Adding KPIs to Your Team's Scorecard There are two ways to populate your team's Scorecard with KPIs: Creating brand new KPIs. Adding KPIs already creat

Printing and Exporting Scorecards to PDF

Published April 16th, 2025 by Tommy Mains

The data you put into Ninety is yours. Any licensed user can print their team's Scorecards or export them to a downloadable PDF. How to Export Scorecards to a PDF Follow these steps to create a PDF containing all the KPI groups on the selected Scorecard. Click Data from the left navigation. Use the Team dropdown to choose the relevant team. Select

Introduction to Data

Published May 2nd, 2024 by Tommy Mains

What Is the Data Tool? Use the Data tool to create and manage your individual and team's key performance indicators (KPIs). Each KPI provides visibility to the goals essential to the team's success. During most meetings, your team reviews its Scorecards to see if any KPIs need to be discussed. For example, if a KPI has been off target for three or m

Archiving and Deleting To-Dos

Published March 25th, 2025 by Tommy Mains

The To-Dos tool's archive saves all your team's completed or archived To-Dos in one central location. You can review your team's archived To-Dos anytime by clicking the Archive toggle. Archiving To-Dos Archiving completed or irrelevant To-Dos keeps your lists clean and organized between meetings. The steps to archive one or more To-Dos are the sam

Archiving and Deleting Rocks

Published March 7th, 2025 by Tommy Mains

The Rocks archive saves all your historical quarterly goals data in a central location. Your team's Rocks are automatically sent to the archive after concluding a quarterly meeting, but you can also archive or delete Rocks at any time from the Rocks tool. Archiving Rocks Archiving a Rock moves it from your active workspace to the archive, preserv

Exporting Issues to a Spreadsheet

Published March 19th, 2025 by Tommy Mains

Exporting your Issues from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. Follow the steps below to export your Issues effectively. Exporting Issues to an XLSX File To export one of your team's Issues into an XLSX spreadsheet: Click Issues from the left navigation. Sele

Receiving Notifications for To-Dos

Published March 26th, 2025 by Tommy Mains

You can easily set up notifications from Ninety to receive messages when someone comments on an To-Do you're following. Setting Up Event Notifications To receive event notifications to your email: Click your name or profile icon and select Notifications from the popup. Toggle on your preferred options for receiving email notifications. Go to Your

1-on-1 Analytics

Published July 16th, 2024 by Tommy Mains

1-on-1 Insights Page Use the 1-on-1 Insights Page to see your team's completion of Quarterly and Annual Discussions, ratings in exhibiting the organization's Core Values, and how well your team members view your leadership and coaching abilities. The Discussions from your 1-on-1 tool are available for any of your direct reports — as documented in yo

Navigating the Rocks Page

Published March 21st, 2025 by Tommy Mains

You can navigate the Rocks page using the following filters: Team dropdown Status indicator Archive toggle Search bar Team Dropdown Like several of our other tools, the Rocks page is first sorted by team. Click the Team dropdown to select which team's Rocks you'd like to view, edit, or create. You can view the Rocks page of any team you're a membe