Ninety Knowledge Base

Using the Help Center

Published October 29th, 2024 by Amanda Barfield

Welcome to the Ninety Help Center We pride ourselves on creating an easy-to-use, highly impactful tool. We used those same ideals when creating our Help Center. The Ninety Help Center provides clear and helpful information on how to use the Ninety platform. This article explains how to get the best out of our Help Center, which includes finding what

Introduction to To-Dos

Published July 1st, 2024 by Amanda Barfield

What are To-Dos? To-Dos are generally seven-day action items. When creating a To-Do in your team, assign a due date (default is 7 days), an owner, and add a description to ensure the team member understands what completing the To-Do looks like. For example, To-Dos can be reminders to schedule meetings, to look into an oddity found on a KPI, or anyth

1-on-1 Meetings: Quarterly and Annual Discussions

Published July 31st, 2023 by Amanda Barfield

Quarterly and Annual Discussion Within the 1-on-1 tool in Ninety, Managers can initiate Quarterly and Annual Discussions that help prepare both the Manager and the Team Member for a 1-on-1 meeting. It's not a performance review; it's a conversation. It's an opportunity to share what's working and what's not. Watch this video for an overview. In Nine

Introduction to 1-on-1s

Published July 3rd, 2024 by Amanda Barfield

What are 1-on-1 Meetings? Once a quarter we schedule a special type of meeting, a 1-on-1 with a leader and a team member. The purpose of this meeting is to discuss the previous quarter. The team leader answers questions about the team member and the team member answers questions of their leader. This exercise builds trust between the two parties by

Archiving the Vision

Published July 31st, 2023 by Amanda Barfield

Archive During a Quarterly Planning Meeting When you run a Quarterly Meeting, a copy of your Vision is automatically saved, or you can manually save it by selecting Archive a copy of this Vision. All text you have entered along with Issues, Rocks, and Goals are saved and stored in the View Archived Visions section. Viewing Archived Visions In th

Configurable Language

Published July 31st, 2023 by Amanda Barfield

Configurable Language Settings Ninety allows an organization's Admin to customize standard terms as they appear through the tools. For example, if a group refers to To-Dos as Action Items, a user can update Ninety's settings to replace the term's appearance across the platform. To configure your organization's language: Click your name from the bott

Using Assessments Tool

Published December 28th, 2023 by Amanda Barfield

The Assessments Tool allows teams to help engage by providing a trackable way to provide meaningful feedback. The Assessments Page displays two different tabs based on permissions. Users with Admin or Owner level permissions can see the Admin page, where they can create and start assessments. Users with all other permission levels only see the My As

What is Henryx? (Text-Messaging Actions)

Published August 1st, 2023 by Amanda Barfield

What is Henryx? Henryx is Ninety's texting service and future Mentor Bot. Users can connect their phone number and begin texting with Henryx to add or retrieve content from their Ninety account. Henryx knows when a user is on multiple teams. When these users add an Issue, Henryx asks which team to add it to. If a user works with multiple companies,

Currently in Beta at Ninety

Published July 31st, 2023 by Amanda Barfield

Joining Beta Ninety's Beta Program is open for any user to join and provides access to the most recent features to test in Ninety. The Ninety Product Team sends an email to all users or pushes an in-app message when new features are released. To join, click below or contact your client success team through chat or email. Beta enrollment can take up

Google Task Integration

Published January 8th, 2024 by Amanda Barfield

Integrating Ninety To-Dos with Google When you setup the Google Task integration with Ninety, all your To-Dos display on your Google task list. All updates you make to your To-Dos within Ninety will be updated on your Google page as well. When you mark a to-do complete, it marks off your Google task, and visa versa; you can complete your Google task

Updating your Email

Published August 1st, 2023 by Amanda Barfield

Changing your access email Select your profile picture from the bottom left of your screen. Click User Settings Select the Contact tab Once you select edit, verify your password. With that, you can enter the email you would like to use to access Ninety. A confirmation code is sent via email as the final step. The next time you log in, it is with

Assessments Admin Page

Published December 28th, 2023 by Amanda Barfield

The Admin page within the Assessments Tool allows Admin and Owners the ability to create, start, track, and analyze assessments. The Admin page is company-wide, so you see all teams and their assessments. Accessing Assessments Tool Click Assessments from the main navigation menu Owner and Admin permission levels default to the Admin Page for quick

Customize Your Organization's Branding

Published August 1st, 2023 by Amanda Barfield

Accessing the Configuration Settings Only users with Owner, Admin, and Manager roles can access the company settings page. Click on your profile row at the very bottom of the main navigation bar. Click Company Settings Click Configuration. Updating Your Organization's Colors and Logo Custom Colors Toggle on Custom Colors Click the colored squar

Receiving Text and Email Notifications

Published August 1st, 2023 by Amanda Barfield

Reminder Methods There are two methods to receive reminders from Ninety.io — text or email. Email Reminders - a daily reminder of tasks Text Notifications - push notifications only when there is a To-Do or Rock due Email Reminders Emails can be sent daily at the time chosen through User Settings. Click Settings then Notifications to adjust this feat

Multi-factor Authentication and SSO

Published August 1st, 2023 by Amanda Barfield

What is MFA? Multi-factor Authentication (MFA) is an authentication method that requires you to provide two verification methods to gain access to Ninety; your email/password and a phone number. Each time you login to Ninety, a one-time code is sent to your verified phone number to complete the login. Company Required MFA An Owner or Admin can requ

Directory Breakdown

Published August 1st, 2023 by Amanda Barfield

Directory Team Affiliation Icons When an individual is added to the Directory page, an icon displays near their team affiliation(s) stating either "activate", "invite", "re-invite". Activate The "Activate" icon displays next to the names of people who have been added to the directory but are not an active or paid user in the account. You can, Add th

Roles vs. Responsibilities

Published July 31st, 2023 by Amanda Barfield

The Org Chart On the Org Chart, each seat has Roles and Responsibilities that can be tied to KPIs. What is the difference between a Role and a Responsibility? A Role defines your position, and a Responsibility defines its functions. Depending on your BOS, the Org Chart may also be called the The Accountability Chart™. Role Roles are the functions o

Introduction to Headlines

Published July 2nd, 2024 by Amanda Barfield

What are Headlines? Headlines are pieces of information to be shared with the whole team, or multiple teams, that don't necessarily warrant a discussion. For example, if your company's HR team is changing a process, they could announce this as a headline. Some teams may just read the headline, and check it off. If your team wants to discuss the he

Issues Dashboard

Published July 31st, 2023 by Amanda Barfield

What is the Issues Dashboard? The Issues Dashboard is a tool used by teams to track how often Short-Term Issues are being solved. Total Tracked Issues for this team Total Issues Solved Last Meeting Total Issues Solved Today (in the current meeting), with an indicator showing the difference from the previous meeting Solve Rate percentage for the curr

Invite Your Coach

Published August 1st, 2023 by Amanda Barfield

Inviting a Coach Only an Owner role can invite a coach to their Ninety account. You can also change any current user to a coach (more below). Navigate to the Directory on the left main navigation. Click Add People. Ensure Invite to Company is selected. Fill out the required information (First Name, Last Name, and Email). Choose the Coach Role on th

Delete or Deactivate a User

Published August 1st, 2023 by Amanda Barfield

This article helps you understand two things, Deactivating a User: Removing someone as a user (taking away their login) but keeping them on the Directory so they can still be seen on the Org Chart. Deleting a User: Completely removing someone from your account so they no longer have a login and are not seen on the Directory. Both options ensure a pe

Creating To-Dos

Published January 5th, 2024 by Amanda Barfield

Overview and Types of To-Dos Creating To-Dos in Ninety allows you to keep track of tasks or items that need to be completed by you or your team. There are two types of To-Dos: Team and Private. Each type of To-Do gives you the option to make it a repeating To-Do, saving you time by automatically creating the To-Do at your chosen cadence. Team To-Do

Introduction to Rocks

Published May 30th, 2024 by Amanda Barfield

What Are Rocks? Within Ninety, the Rocks tool helps you create projects to be completed within 90 days. These projects should propel the team forward and further align them with the company's overall goals and vision. For example, if one of your company's goals is to increase customer self-sufficiency, and you are on the Education Team, you could c

Add Ninety to a Phone's Home Screen

Published August 1st, 2023 by Amanda Barfield

Below are instructions for adding Ninety to an iPhone or Android home screen. These steps allow one-click access to Ninety's web-based platform so that it works just like an app. iPhone Open Safari Visit https://app.ninety.io/login and login to the account Click the bottom center Share button Choose Add to Home Screen Click Add Click on the icon to

Assigning an Issue to Another Team

Published August 1st, 2023 by Amanda Barfield

Sending an Issue To send an Issue to another team: Click an Issue to open its details card. Press the arrow by the originating team's name. Choose the new team from the popup menu. Once delegated, the sending team can create To-Dos and update the description, but they cannot solve, archive, or delete the Issue until it is sent back from the rece

Being a User in Multiple Accounts and How to Create Them

Published August 1st, 2023 by Amanda Barfield

Being Added to a New Company To be added to a new company, send the Owner or Admin of the account these instructions. The terms "Account" and "Company" can be used interchangeably in Ninety. A new or separate account has unique data and users, so no information is transferred between the two accounts. Even billing is done separately. How to Create a

Private To-Dos

Published July 31st, 2023 by Amanda Barfield

What Is a Private To-Do? A private To-Do is a task to complete that doesn't correspond to any of your teams. The team doesn't need to track its progress or discuss it in meetings. These can be things for day-to-day work or private tasks like, "Do the laundry." Private To-Dos show up on both the My 90 page and To-Dos page. The My 90 page allows you t

Introduction to Issues

Published July 1st, 2024 by Amanda Barfield

What are Issues? Issues are the problems, obstacles, ideas, or opportunities to discuss and solve as a team. Fully resolving an Issue could include creating a To-Do for a team member, setting up a meeting, or deciding no more discussion or additional action is necessary. For example, you could create an Issue to introduce a new team member. No furt

Exporting Your Data

Published August 3rd, 2023 by Amanda Barfield

Several of our tools include options to export your data as a PDF or an XLSX spreadsheet. Exporting to PDF You can download a PDF from any of the following tools using the PDF button on the far right of the filters bar. Data Headlines Issues Process Rocks To-Dos Vision Printing a Meeting Agenda Click Meetings from the left navigation. Choose a tea

Creating Rocks

Published September 19th, 2024 by Amanda Barfield

Overview and Types of Rocks Creating Rocks in Ninety allows you to keep track of larger projects that need to be completed by you or your team. There are three types of Rocks: Departmental, Team, and Professional Development. To learn more about Rocks, see our Introduction to Rocks Article. Departmental - directly affects multiple teams Individual/

Display the Organization's Vision across All Teams

Published July 31st, 2023 by Amanda Barfield

Sharing the Vision The Leadership Team's Vision page has an option to Share Vision with All Teams. This function allows all teams to see the Leadership Team's Vision from their individual team page. Note: If a Vision section has been cascaded to all teams, it can't be edited by individual teams. For more on this tool, check out the 90u Library. V

Editing the Company's Vision

Published July 31st, 2023 by Amanda Barfield

Vision Overview Users with the Manager role and above can make edits to sections in the Vision tool. Only Owners and Admins can adjust the layout and sections that are visible through the Edit Layout option. Every Team Has a Vision All your teams in Ninety, except those designated as Project Teams, can craft their own Vision. Our default settings

Mastery: The Concepts, Tools, and Disciplines behind Ninety

Published July 31st, 2023 by Amanda Barfield

Video Overview Not sure exactly how to use the Mastery tool in Ninety? Watch the video below for a click-through of the options and use cases. For more detailed instructions, continue reading and following the steps in this article. What Is Mastery, and When Is a CTD "Mastered"? The Mastery tool (similar to the EOS Toolbox™ or Climbing Tools) includ

Reset Your Password

Published August 1st, 2023 by Amanda Barfield

Can't Login to Ninety? Can't log in? Don't worry; follow these four quick steps. Visit app.ninety.io/login. Select "Forgot password" and enter your email in all lowercase. Check your email and follow the link. After clicking the link, enter a new password. You are automatically logged in and can use the password you created next time you need to acc

Ninety Glossary

Published June 19th, 2023 by Amanda Barfield

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All 9 A B C D F G H I K L M O P R S T U V W 9 Core Competencies The nine areas businesses need to master to build a great company. The 9 Core Competencies are Vision, Customer, Goals, Pe