Getting Started for Team Members

Welcome to Results

Moving into the world’s best business management platform should take less time and effort than most any other system you’ve used. Should you need it, please do not hesitate to reach out for assistance – our customer satisfaction rating is consistently over 90%.

This Getting Started Guide will tell you everything you need to know to start using RESULTS.

Logging In

Setting up Your Account

Your Dashboard

Creating Goals

Creating Tasks

Being more efficient in Meetings

Improving Communication Channels with your Manager and Team

Logging In

To login:

  1. Go to
  2. If you did not receive a welcome email, select the reset password option
  3. You'll receive an email with a link, follow the link to create a new password

You’ll see your dashboard. On the left is the main navigation menu; you can collapse it to a stack of icons with the arrow button at the bottom. In the middle is the main panel where you'll see your individual goals. On the right is the Watercooler, described below.

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Setting up 'My Account'

Upload Your Profile Picture

In the left hand menu, click on ‘More’, select ‘Profile’ and edit your ‘My Photo’ Section.

Your Time Zone & Email Notifications

Click on “More” again and choose ‘Preferences.’ Set your timezone and glance through the email notifications available; you’ll probably want to come back and select some of them after you know what they mean.

Get Your Mobile App

We’re in the App store for all major mobile operating systems, or, if you’re on your phone now, you can click the links below.

Login to the app once and it will remember you from then on.


iPhone and iPad


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Your Dashboard

Your RESULTS dashboard is where you’ll manage both team and individual goals and tasks which have been assigned to you.  It’s important to keep this page up to date as this is how you’ll communicate with your manager on which KPI’s and OKR’s are on track and which one’s you need help with.  RESULTS has a few flags that make it easy to manage your dashboard.




This goal is on track

This goal is below target and should be discussed in your next Team or 1:1 meeting. 

The flag indicates that the metric for this goal is input manually and hasn’t been updated in awhile and needs its owner’s attention.

In addition, this goal is below your warning threshold meaning it's off target, it should be discussed in the next team or 1:1 meeting to brainstorm on how to get it back on track and should be considered a top priority.   

This Goal has Child Goals that determine its value; to understand why it has the color it does, check the Child Goals.

This goal imports data from another application, like Salesforce or Google Analytics. Values refresh every three hours by default.

This is a team goal. To assign goals so they are only visible to individuals, take a look at our individual goals documentation.


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Creating Goals

Since the entire platform makes it easy to discuss and accomplish goals, it’s also really easy to create new ones. You can create them on your Dashboard page, on any Team page, and during a Team Goal meeting. Where those goals show up and how they’re related to other goals depends on where you are when you create them and which options you choose.


Each time you create a new Goal, the same wizard appears in the right hand panel, the primary goal type you’ll be creating are projects (also know as Objective Key Results or OKR’s)

To create a project, first, select the goal type Objective and Key Result or OKR. Then you complete the goal as described here.


  1. 'Name' and 'Due Date' are required, since Projects must be completed.
  2. ‘Describe the Key Results’ - Document the key milestones to success and the high level overview of what the Key Results of this Project will be.  This is also a great place to save links to documents or other resources.
  3. Every OKR must be assigned to a 'Team,' even if it will be accomplished by one person, and it must be assigned a 'Goal Owner' even if it will be accomplished by a Team.
  4. The 'Scope' determines who will see the Goal on their Me Page.
    1. If the 'Scope' is 'Team,' them everyone in the organization will see it whenever they look at the Team page.
    2. Set to 'Individual,' it will appear only on that person’s Me Page. Please note, however, that anyone can navigate to anyone else’s Me Page.

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Creating Tasks

Once your project has been created, you’ll have the option to create tasks against it.  Tasks can either be created when viewing your project or in the tasks section of your dashboard.  To create a task you’ll need to fill in the following fields.


  1. Name
  2. Description - description should be very clear so that you and your manager are aligned on what 100% complete looks like
  3. Due Date - be sure to pick a realistic due date that both you and your manager agree on when committing to tasks
  4. Goal - associating your tasks with a goal is required
  5. Who - this is the person responsible for creating a tasks.  This will most likely be you, however, there may be cases where you’re working on projects with other team members and you need them to action certain things

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Being More Efficient in Meetings using RESULTS

67% of meetings are rated as ineffective, RESULTS is here to help every meeting with your Team and Manager stay on track.  

Meetings work in RESULTS because coming prepared is easy. As an attendee, you should always pre-populate your meeting notes so that your Manager has a very clear status update on your metrics and projects coming into the meeting. 

As an example, in most team meetings you have, you'll start with Good News (one personal item, one business item) this has a positive effect when you've already decided what you're going to share prior to the meeting taking place. Ending with a Core Value story (related directly back to your Strategic Plan) has a great effect, too, especially when people have prepared stories about your peers in advance.

You can imagine that Goal Reviews or Tactical Projects will also progress much more effectively when they’re pre-populated.

Work the interface during the Meeting, too. Respond to people’s posts and mark your response as a 'Comment,' 'Decision,' 'Parking Lot,' or 'Question' by means of the dropdown. The 'Parking Lot' is where you put great ideas that don’t fit into the current meeting.

You can also assign Tasks right in the Meeting interface so all of your action items are captured while the meeting is taking place and your next steps around metrics and projects are clear. 



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Improving Communication with your Manager and Team


The Watercooler is an open forum that builds community across your whole company. It displays in your dashboard on the right-hand side. Everyone can see it; everyone can post to it. Use it to trumpet good news, to ask everyone for input on something, or to communicate useful information.  

To make sure this is as fun as social media, we give you a ton of special phrases and emoji’s to play with.


Connect lets teams and individuals form groups. It replaces email and facilitates collaboration. Access it by clicking “Connect” or the conversation icon in the left hand menu.

There are three ways to Connect.

Teams are at the top. Managers can create Teams where everyone included can communicate openly. When a team member comes to Connect, the teams they belong to will appear under this heading. Clicking on the name of the team opens the conversation in the middle of the screen.

Next are Goals. Anyone can click on the magnifying glass next to the header and see all of the Goals currently active across the entire company. Next to each of them is a star icon; clicking on it lets the user join the conversation about that goal. Click “Back” at the top of the panel, and the Goal you want to track appears beneath this header.

After that there are Groups. Click on the magnifying glass and a list of all Public groups appear in this panel. Click on the star next to one, and you’ve joined it. Or, create a new one by clicking the button at the bottom. Name it and add members by starting to type their name until they appear in the dropdown. Tab to select or click on the name. The next time those members login, they will see this Group’s name beneath this header.

Last are one-on-on conversations, starting a one-one-one conversation works the same as a group conversation.  Search for the person you would like to speak with and star their name.  They will now appear in you users section until you un-star them.

Notice that you have the option to make the group “Private.” If you do, then that Group won’t appear in the list when non-members click on the magnifying glass. Otherwise, it works the same.

Open a Connect forum in the middle panel to see the input field at the bottom. Notice the paperclip icon in the text box – you can attach files of almost any size to your message. To the left, notice the drop-down box. This lets you tag your message. Usually, it’s a “Comment,” which is the default. However, to alert other team members that you need help or input, you can tag it a “Question.” Conversely, if you’ve answered someone’s question or resolved an ongoing discussion, you can tag it a “Decision.”


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