Ninety

Tommy Mains

How to use each of our fundamental tools.

Core Ninety Tools

Ninety's Data tool is where your team builds, tracks, and reviews the KPIs that tell you whether your organization is healthy and on track.

Introduction to the Data Tool

Choose how on-track and off-track colors appear in your Scorecard cells in the Data tool, including a color-blind–accessible Red-Only mode, from your User Settings.

Scorecard Color Accessibility Preferences

Use the Formula Builder to automatically calculate a KPI's score using other KPIs as variables — no manual data entry required.

Creating Formula-Based KPIs

Add new metrics to your team's Scorecard, choose the right unit type, and update KPI details as your team's needs change.

Creating and Updating KPIs

Manage all your organization's KPIs from one centralized tool.

The KPI Manager

How to navigate your way around Ninety's Data tool.

Navigating the Data Tool

Learn how to effectively organize and utilize scorecards groups for improved efficiency and productivity.

Organizing Scorecards with Groups

Personalize your team's scorecards using settings to better track performance and achieve organizational goals.

Customizing Your Team's Scorecards with Settings

Select one or more KPI to move, duplicate, or remove them at once — or paste data from a spreadsheet directly into your Scorecard.

Performing Bulk Actions in the Data Tool

Adjust a KPI's target for a single period, change it permanently going forward, or enter projected values for future reporting periods.

Setting Custom Goals and Forecasting in the Data Tool

Understand the difference between removing a KPI from a Data Scorecard and deleting it permanently — and how to clean up KPIs your team no longer needs.

Removing and Deleting KPIs

Export any team's Scorecard as a PDF or spreadsheet using your current view settings, then print or share as needed.

Printing and Exporting Scorecards

What to do immediately after accidentally deleting a Data Scorecard group or removing a KPI, and how to avoid losing data you can't get back.

Recovering Deleted KPIs and Groups

A role-by-role breakdown of who can build, update, and manage KPIs in Ninety, and what to expect when roles change.

Scorecard Permissions Explained: Who Can Create, Edit, and View Your KPIs

Understand when shared KPIs keep data in sync vs. when independent copies are the right call, and how to set up each.

Sharing and Duplicating KPIs

Scan KPI performance across teams and time periods in a read-only view built for meetings and between-meeting review.

Using Trends View to Analyze KPI Performance

Using, analyzing, and setting up your teams' Scorecards.

Data

Restore a deleted Rock, or permanently remove it, from your team's Trash within 90 days of deletion.

Recovering Deleted Rocks

Learn how to export your team's Rocks to a spreadsheet.

Exporting Rocks to a Spreadsheet

How Rock designations work, where each type appears on the Rocks page, and why a Rock sometimes shows up in more than one place.

Types of Rocks: Company, Departmental, and Individual

Make Rocks SMART with detailed descriptions and add Milestones to track progress across customized timelines.

Making Rocks SMART

Rocks are the 90-day priorities that keep you on track to advancing your company forward every quarter. Here's how Ninety's Rocks tool helps your teams set, track, and complete your…

Introduction to the Rocks Tool

A guide to the Rocks page views, filters, layout, and how to find Rocks when something looks off.

Navigating the Rocks Page

Everything you need to know to add a new Rock, customize its details, and set it up for a successful quarter.

Creating and Setting Up Rocks

Use the Planning Board to plan Rocks across multiple quarters, align initiatives to long-term goals, and keep your team coordinated beyond the current 90 days.

Using the Planning Board to Plan Rocks Across Quarters

Start from an existing Rock to create a related but independent copy, useful for rolling out the same goal to multiple team members or tracking connected priorities separately.

Duplicating Rocks

A quick guide to archiving and deleting your team's Rocks on Ninety.

Archiving and Deleting Rocks

Set up email and text reminders to stay informed about upcoming Rocks.

Receiving Notifications for Rock Updates

Learn how to efficiently print and export documents as PDFs.

Printing and Exporting Rocks to PDF

Share a single Rock with multiple teams so every group that has a stake in it can track progress from their own Rocks page, without creating duplicate records.

Sharing Rocks Across Multiple Teams

Break your Rocks into smaller, trackable steps with milestones — and optionally convert overdue milestones into To-Dos automatically.

Adding Milestones to Your Rocks

Each Rock should have one accountable owner. Here's how to assign ownership when creating a Rock, change it when responsibilities shift, and understand how assignment affects where the Rock appears.

Assigning Rock Ownership

Update a Rock's title, owner, status, due date, milestones, and more — all from the details panel, with changes saved automatically.

Editing and Updating Rocks

How Ninety powers Rock execution so teams achieve their quarterly goals again and again.

Rocks

Restore or permanently remove deleted Team To-Dos from your team's Trash within 90 days.

Recovering Deleted To-Dos

Assign, track, and complete the action items that keep your team moving forward between weekly meetings.

Introduction to the To-Dos Tool

Learn how to create team and private To-Dos in Ninety using the Create button, My 90 workspace, or the To-Dos tool.

Creating To-Dos

Create and manage a personalized to-do list to help you stay organized and on top of your tasks.

Private To-Dos

Print team, archived, and private To-Do lists.

Printing To-Dos and Exporting to PDF

Sort, filter, and make your way around the To-Dos tool in Ninety.

Navigating the To-Dos Tool

Update a To-Do's details, re-assign an action item to another user, and more.

Editing To-Dos

Remove completed or unnecessary action items from your To-Dos list in Ninety.

Archiving and Deleting To-Dos

How to turn on and benefit from the agreements-based setting in Ninety.

Upgrade Accountability with Agreements-Based Team To-Dos

Export your Team or Private To-Dos to a spreadsheet.

Exporting To-Dos to a Spreadsheet

Set up reminders for your upcoming To-Dos.

Receiving Notifications for To-Dos

Ensure action items are recorded, seen, and completed with To-Dos in Ninety.

To-Dos

The Issues tool is where every team captures, prioritizes, and resolves the obstacles, ideas, and opportunities standing between them and their goals.

Introduction to the Issues Tool

Learn how to archive or delete your team's Issues.

Archiving and Deleting Issues

Restore a deleted Issue, or permanently remove it, from your team's Trash within 90 days of deletion.

Recovering Deleted Issues

Learn how to prioritize the Issues you want to Raise, Discuss, and Resolve.

Ranking and Prioritizing Issues

When an Issue needs another team's input, Ninety lets you send it across teams and recall it if needed.

Sending and Receiving Issues Between Teams

Compare to the previous meeting's Issues solved metrics and your team's solve rate goal.

The Issues Dashboard

How to add Issues to your short- and long-term lists.

Creating Issues

Learn how to filter, sort, and navigate your team's Issues in Ninety to stay focused on what matters most.

Navigating the Issues Tool

Personalize your company's Issues tool to fit how you operate.

Customizing Your Issues Tool Through Settings

Export your team's short- and long-term Issues to a spreadsheet.

Exporting Issues to a Spreadsheet

How to efficiently print and export documents as PDFs.

Printing and Exporting Issues to PDF

Set up email and text reminders to stay informed about your team's Issues.

Receiving Notifications for Issues

Each Issue in Ninety keeps a running history of who took action on it and when, so your team can track every change from creation to resolution.

Viewing the Activity History of Your Issues

How to edit and add context to your Issues to prepare to discuss and resolve them.

Editing Issues

How to manage your team's Issues — both short-term and long-term.

Issues

Introduction to the Meetings Tool

How to schedule your future meetings and assign presenters.

Scheduling Meetings

Weekly Team Meetings, Powered by Ninety

Run, prepare for, and customize your team's quarterly planning meeting in Ninety — and learn what each agenda segment, including Mastery, is for.

Quarterly Planning Meetings, Powered by Ninety

Annual Planning Meetings, Powered by Ninety

Learn how to create a new meeting type, rearrange or add agenda items, choose a new time frame for sections, and more to customize team meetings.

Creating and Customizing Meeting Agendas

A quick guide on printing meeting agendas from Ninety's Meetings tool.

Printing Meeting Agendas

Manage meeting recap email notifications by selectively opting out of specific meeting summaries.

Meeting Recap Email Notifications

Keep meetings focused and productive by alerting your team when conversations drift off track.

When to Use the Tangent Button

Track who's joined your meeting, customize the Segue prompt, and cycle through speakers so every team member gets a chance to share.

Running the Segue Section in Your Meeting

Take a look at the default, time-tested meeting agendas used by thousands of teams on Ninety.

Default Meeting Agendas

How to start, join, and complete meetings Ninety — learn the basics of our most-used tool.

Meetings Tool Basics

Tools and features to support your team's meeting pulse.

Meetings

Keep your team informed with short, shareable announcements that don't need a discussion; and cascade key messages across your organization between meetings.

Introduction to the Headlines Tool

Restore a deleted Headline or Cascading Message, or permanently remove it, from your team's Trash within 90 days of deletion.

Recovering Deleted Headlines

Share updates with your team during weekly meetings.

Creating and Editing Headlines

Learn how to archive or delete Headlines and Cascading Messages in the Headlines tool.

Archiving and Deleting Headlines

Best practices for using Headlines as an agenda item in your meetings.

Headlines in Meetings

How to use the Cascading Messages feature to share Headlines with other teams or the whole organization.

Cascaded Messages Guide

Export your Headlines to PDF to save or print them.

Printing Headlines and Exporting to PDF

Export a team's Headlines and Cascading Messages to a spreadsheet.

Exporting Headlines to Spreadsheets

Keep all your teams informed with Headlines and Cascaded Messages.

Headlines and Cascaded Messages

How our Vision tool helps you document a clear and compelling Vision to align your teams.

Introduction to the Vision Tool

How to find the information you need in your team or company's Vision documentation.

Navigating the Vision Tool

How to use the Vision tool to document your company or team's Core Values, Purpose, Niche, Marketing Strategy, and more.

Documenting Your Company or Team Vision

How to create, document, and track your team or company's long-term goals on the Vision tool's Strategy page.

Creating and Documenting Goals on the Strategy Page

How to perform and document your team's SWOT analysis with the Vision tool.

Record Your Team's SWOT Analysis

How to export a quarterly report for your team to review during a quarterly or annual meeting.

Exporting a Quarterly Report

Learn how to export the pages of your Vision tool to a printable PDF.

Printing and Exporting Your Vision to PDF

Save your current version of the Vision to access and review in future quarters.

Archiving the Vision

A simple guide to curate a Vision tool that works for you through the custom Vision feature.

Custom Vision Feature

Share the leadership team's Vision with all teams while keeping long-term Issues private unless made public.

Display the Organization's Vision Across All Teams

Documenting your vision and strategic goals.

Vision

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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