New Team Member Getting Started Checklist

This guide is aimed at helping new Team Members that have been added to a company in Metronome learn the core areas of the Software.

Step 1: Video Walkthrough

First, we suggest watching this full pre-recorded overview of Metronome Software.

 

Step 2: Account Set Up

 

Account Details

First thing you will set-up is your individual account preferences – which emails you receive, password changes, add your image, add 2FA, etc. Please see Account Settings section for specific articles here.  Watch the instructional video here.

Step 3: Learn the Core Areas

Every Team Member that starts in the software should have a thorough understanding of the Daily Dashboard and the Execute Modules. We suggest reviewing each of the following modules, starting with the video walkthroughs:

 

Daily Dashboard

First, learn how to use your Daily Dashboard. This is where you will do all your daily updates. Working from here will make it easy for you to stay up to date and share where you are with your team. Watch the instructional video here

 

Meetings

This is where you build team cohesion, communicate and keep aligned to the strategic plan. Watch the instructional video here

 

Metrics 

Metrics are vital to the success of your Daily huddles and Weekly meetings. If you are accountable to a Metric within your organization, you will need to know how to Create, Edit, and Manage your numbers. Watch the instructional video here.

 

Quarterly Priorities

Quarterly Priorities are the cornerstone of the execution plans set within your team. In Metronome, you can set clear, actionable goals that contribute to the overall strategy of the business. For details on how to set highly achievable goals and provide clarity for the rest of your team, read this article here.

 

Once you have mastered these core areas, use this Help Center to review the other modules within the Software. Lastly, be sure to check out our Helpful Tips Articles here.