📘
Tability Guides
Back to the appWebsiteAPILegal
  • About Tability
    • How does Tability work?
    • Navigating your Free Trial
      • Tability Free Trial FAQs
      • Tability Buyer's Guide
      • Tability Basic vs. Premium
    • Download the mobile app
  • Getting Started
    • How to set up your Tability workspace
    • Getting started with Tability for Enterprise
    • Getting started with Tability as a new user
    • Tracking OKRs and tasks with Tability
    • Tability Frequently Asked Questions
  • Tability OKR onboarding
    • OKR implementation planning
    • Top down vs. Bottom up OKRs
    • Aspirational vs. Committed goals
    • Getting good goal updates from your team
    • Running a weekly routine
    • The complete Tability guide to OKRs
  • Features
    • Plans
      • Creating and editing Plans and sub-plans
      • Goal-setting AI
      • Bulk importing plans
      • Plan Score
      • Owners and Contributors
      • Editing outcomes/key results
      • Strategy Map
    • Outcomes/Key Results
      • Finding your goals in Tability
      • Outcome types
      • Outcome relationships
      • Data sources
      • Cascading Map
    • Check-ins
      • Check-ins overview
      • How to create check-ins
      • Using the Check-ins API
      • How to automate check-ins
    • Reporting
      • Presentation Mode
      • Sharing presentations externally
      • TV Mode
      • Workspace Insights
      • Strategy Map
      • Cascading Map
      • Filters
      • Retrospectives
      • Custom Dashboards
    • Standups
    • AI features
      • Coaching AI
      • AI metric detection
      • Goal setting AI
    • Security & Admin
      • SAML SSO - Microsoft Azure Directory
      • SAML SSO - OneLogin
      • SAML SSO - Okta
      • SCIM Provisioning - Okta
      • SAML SSO - Google
    • Workspace Settings
      • Managing users and roles
      • Inviting users
      • Customise the default workflows
      • Customise terms
      • Customising the UI
      • Deleting your workspace
      • OKRs with Tability
    • Account
      • Account settings
      • Deleting your account
  • Integrations
    • Auto-sync for data sources
    • Amplitude
    • Asana
    • BigQuery
    • ChartMogul
    • ClickUp
    • Confluence
    • Gitlab
    • Github
    • Google Sheet
    • Google Integrations
    • Hubspot
    • Jira
    • Linear
    • Microsoft Teams
    • OpenAI
    • Power BI
    • Salesforce
    • Tableau
    • Slack
    • Zapier
  • Other
    • How to get more AI credits
  • Support
Powered by GitBook
On this page
  • Understanding Tability
  • Doing check-ins
  • Responding to your team

Was this helpful?

  1. Getting Started

Getting started with Tability as a new user

Joining a team already using Tability?

Last updated 21 days ago

Was this helpful?

Welcome to Tability! If you've been invited to join a team that's already set up their workspace, this guide is to help you understand and use Tability as quickly and as well as possible.

Understanding Tability

Tability is a goal tracking software that allows you to give critical context to how you’re performing towards your goals. Beyond the metric, Tability gives you space to talk about your confidence in achieving the goal, the work that you’re doing towards it, and any other details about what you need or what you’ve accomplished through a process we call Check-ins. You’ll be notified via email when it’s time to check-in on your goals, and you can find the goals you need to check-in on in your My focus page.

Your My focus page is where you’ll only see goals and initiatives (think tasks or projects) that are assigned to you. You can also find a newsfeed of your team’s check-ins or view your org chart.

If you’d like to see all of the goals for your team, you can go to your team’s Plan. A plan is where your team will set a group of goals (typically following OKR format). In the plan, you’ll be able to see your team’s progress, as well as leave comments on their check-ins to celebrate their wins, offer assistance, or ask questions.

Doing check-ins

Check-ins are your opportunity to give a 360° view into the progress you’ve made towards your goals. In your check-in, you’ll update your progress (check out our guide for automating your metric updates), set your confidence in being able to achieve your goal, and add a comment with relevant details.

Responding to your team

Check-ins give you a great way to asynchronously have goal conversations. Why wait until the next meeting to offer help or ask questions? You can do it all directly from your team’s check-ins. Give quick reactions, bring other people into the conversation, and even set your next initiatives right from inside Tability