How to Complete the Getting Started Guide in Ninety

The Getting Started Guide is an in-app tutorial designed to get new users up and running on Ninety during their free trial or after joining a company already using Ninety.

To access the Getting Started Guide:

Click the Getting Started card on the left navigation.
Click on your current phase (Lay the Groundwork, for example).
Read about the recommended task.
Click the Learn More link for additional resources.

Following our in-app journey helps users get the most out of their Ninety subscription right away. We have two Getting Started Guides for new users: one for Owners (the user who created the account) and one for new users (users with the Team Member or Manager role).

For company Owners

The Getting Started Guide for new Owners has two categories to complete, each with a number of tasks proven to get your leadership team up and running on Ninety. Complete each step in a category to unlock the next one.

1. Lay the Groundwork

First, invite your leadership team to Ninety by adding another user to the leadership team and ensuring the invited user accepted the invitation.

Then, populate the leadership team's Issues list by creating at least one Issue for the leadership team:

Click Issues from the left navigation.
Click + Add Issue.
Write your Issue's title.
Click the checkmark or your enter key.
Click any created Issue to open its details panel to edit its content.

Then, create leadership team Rocks by creating at least one Rock for the leadership team:

Click Rocks from the left navigation.
Click + Add Rock on a user's card.
Write the Rock's title.
Click the checkmark or your enter key.
Click any created Rock to open its details panel to edit its content.

Then, populate your Scorecard with KPIs by creating at least one KPI:

Click Data from the left navigation.
Click New KPI.
Select Create new KPI from the dropdown.
Fill out the information needed in the details panel, including title, owner (the team member accountable), goal, orientation rule, and value.
Click Save.

Finally, check out the Meetings tool by clicking the Learn More text for a resource.

2. Run Meaningful Meetings

First, run your first Weekly Team Meeting by launching one:

Click Meetings from the left navigation.
Click the Start a Meeting button.
Select the Weekly Meeting agenda to launch the meeting.

Then, capture To-Dos during your meeting by creating at least one To-Do:

Click the Create button on the top right corner of the screen.
Choose To-Do from the dropdown at the top of the popup.
Name the To-Do and fill out any additional information.
Click the Create To-Do button.

Then, encourage leadership team members to create more Issues by having any licensed user on the leadership team create a new Issue anytime after the conclusion of your first meeting.

Then, use Headlines for announcements and Cascading Messages by creating a Headline after the meeting concludes:

Click Headlines from the left navigation.
Click + Add Headline.
Write your Headline's title.
Click the checkmark or your enter key.
Click any created Headline to open its details panel to edit its content.

Then, run your second Weekly Team Meeting by launching another meeting from the Meetings tool.

Finally, dive deeper with the Knowledge Portal by clicking Knowledge from the left navigation.

For new users

The Getting Started Guide for new users has two categories to complete, each with a number of tasks proven to get team members up and running on Ninety. Complete all the tasks in a category to unlock the next one.

1. Lay the Groundwork

First, personalize your profile by visiting your User Settings: click your name from the bottom of the left navigation, then click User Settings.

Then, familiarize yourself with what you can do in Ninety by clicking the Learn More text.

Then, review your team's Issues, Rocks, and Scorecard by navigating to the Issues, Rocks, and Data tools from the left navigation.

2. Run Meaningful Meetings

First, join or host a Weekly Team Meeting:

To join a meeting in progress, click Meetings from the left navigation, then click Join.
To launch a meeting, click Meetings from the left navigation, click the Start a Meeting button, and select the Weekly Meeting agenda.

Then, capture To-Dos during the meeting by creating a To-Do for yourself or a team member during or after your first meeting has started: