Onboarding Managers
Get managers confident with planning, approvals, and their team's work.
#At a glance
| Detail | Value |
|---|---|
| Recommended audience | Managers |
| Estimated time | 15–20 min |
| Prerequisites | Users invited with roles |
| Portal areas used | Projects, Approvals, Reports |
| AI used | Operations/CEO summaries assist; managers decide |
#Purpose
Equip managers to run their area — plan work, decide approvals, and see their team's progress.
#Business outcome
Managers run weekly planning and clear approvals without waiting on the CEO.
#Recommended reading order
#Success checklist
You're on track when
- Managers can plan and assign work
- Managers clear approvals promptly
- Managers use reports for their area
#Common mistakes
- Managers left without approval permission
- No weekly planning habit
#Best practices
- Give managers full-access where appropriate
- Make weekly planning a manager habit
#Related documentation
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