Configure and implement Perdoo
Tailor Perdoo to the needs of your organization and get everyone involved.
28 articles
- Set your Ambassador(s)Add an Ambassador to keep your OKR program on track.
- Mark who the Executives areIdentify execs to offer them unique reports and tailored communications.
- Choose a different framework or customize terminologyUse Perdoo for 4DX, Balanced Scorecard, EOS, OGSM, etc.
- Tailor Perdoo to the needs of your organizationHow to customize your Perdoo account.
- Individual goalsAdd individual OKRs & KPIs.
- Enable or disable stretch goalsDetermine when an OKR has been achieved.
- Set up User ReviewsContextualize your week by sharing top priorities and flagging any concerns with your team.
- Set up Team ReviewsContextualize your team's month by sharing top wins and flagging any concerns.
- Add templates to support the OKR processTemplates help standardize your OKR program and capture the right information.
- Configure your notificationsStay up-to-date on what happens in Perdoo
- TagsAnalyze your goals with standard tags or custom ones unique to you.
- Custom fieldsAnalyze your goals with custom fields unique for your company.
- Cadences and timeframesPick how often you’ll set OKRs, then let Perdoo sort the rest.
- How can we reflect our company's financial calendar?
- Multi-company group structureHow to set up and manage a group of companies/subsidiaries on Perdoo.
- Roles & rightsLearn about the different permissions users have in Perdoo.
- Add your coworkersAdd your coworkers so they can participate in your OKR program.
- Import users & teamsSave time by batch uploading your users and automatically creating teams for them.
- Edit, archive, restore & delete usersManage users as your company changes.
- View-only licensesAllow users to only view or comment on goals.
- The Manager roleHow Perdoo helps managers keep their team engaged.