More Technologies Ltd

Getting started 4

• An introduction to Agendali
• Signing up & signing in/out
• I've forgotten my password
• Updating your profile

Getting started as an admin 3

• Changing your organisation details
• Inviting other users
• Editing & removing users

Meetings 6

• Creating a blank meeting
• Creating a meeting from agenda
• Running a meeting
• Follow up meetings
• Editing & removing meetings

View all 6

Agendas 3

• Creating an agenda
• Using Global Agendas
• Editing & removing agendas

Actions 1

• Actions module

Users - Getting started 6

• How to log in
• I've forgotten my password
• Changing your password
• Changing your profile details
• How to remove your account

View all 6

Admin - Getting started 7

• Inviting a new user
• Editing & removing users
• Setting up a new team
• Editing & removing a team
• Setting up & editing organisations

View all 7

Rocks & actions 7

• Filtering Rocks
• Creating a new Rock
• Editing & deleting Rocks
• Filtering actions
• Creating an action

View all 7

Meetings 8

• Creating & configuring a new meeting
• Viewing, editing & deleting a meeting
• Follow-up meetings
• Creating a meeting template
• Creating a new meeting from a template

View all 8

One page plan 2

• Creating & editing a one page plan
• Publishing & unpublishing a one page plan

Canvases 3

• Creating a new canvas
• Editing & deleting canvases
• Sharing a canvas

Metrics 3

• Creating a metric
• Editing & deleting metrics
• Entering metric data

Business plan 3

• Creating & editing a plan
• Creating, editing & removing a cover page
• Downloading & printing a plan

Dashboards 5

• Adding a new dashboard
• Adding a metric to a dashboard
• Adding a Rock to a dashboard
• Editing & removing dashboards
• Sharing a dashboard

Position agreements 2

• Creating a new position agreement
• Editing & removing a position agreement

Getting Started 4

• Signing Up
• Recovering Your Password
• Removing Your Account
• Your Profile

Clients & Advisers 4

• Creating a Client
• Editing & Removing a Client
• Adding an Adviser
• Editing & Removing Advisers

Scenarios 3

• Creating a New Scenario & Viewing Scenario Results
• Editing an Existing Scenario
• Copying & Deleting Scenarios

Stories 3

• Introduction
• Sending out Chapters
• Viewing Completed Chapters