How to set up a new team

Want to start using KYT with your own team? Here's how...

Claire Lew avatar
Written by Claire Lew
Updated over a week ago

Quick tips on initial set-up...

  • 🏑 Create a new "Team" for your direct reports here.

  • πŸ“― Make a personal announcement to your direct reports. You want your direct reports to feel excited about KYT – not "another thing" that they feel obligated to use. To get folks eager to use KYT, you'll want to make a personal announcement to your direct reports about KYT – how it's something you've found useful for you as a manager, and you wanted to give them the option to use it to help support them.

  • ❄️ Make sure the Icebreakers are turned ON if you want your team to get to know each other initially. We highly recommend turning on the Icebreakers, and editing the questions so they're personalized for your team. To customize your Icebreaker questions, you can click on "Icebreakers" in the left-hand nav, and then click the link to customize your Icebreaker questions:

  • 🧒 Add each of your direct reports into KYT here, ensure they are assigned to your team. You can designate them either as an "Employee" or as a "Manager." As an Employee, they'll be able to participate fully in KYT, but not manage any of the tools. As a Manager, they'll have the ability to hold 1:1 meetings with their own team, run Heartbeat Check-ins, etc. Keep in mind that all private notes and 1:1 notes + agendas are private, you won't have to worry about them viewing your own private notes, 1:1 notes, etc.

That's it! πŸ’« Now what?

After adding your direct reports, you'll want to try a few of our other tools as well, such as....

PS: βš™οΈ Use Slack? Then You'll want to be sure to turn on our Slack integration here, if you and your team use Slack. (Here's more about how our Slack integration works.)

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