Admin Guide: Account Setup and Configuration

How to enable the Process and the Performance reports for the rest of the organization

Reports in Gtmhub can be cloned and made available for all your employees or a restricted group of people

Written by Vesela Mihaylova-Bodo
Updated over a week ago

Organizational chart

Learn how to view and explore your organizational chart

Written by Vesela Mihaylova-Bodo
Updated this week

Personalizing Insightboards and Reporting

How personalization can help in building smart reporting and bringing data to the point

Written by Natalia Mihailova
Updated over a week ago

The Definitive Step-by-step Guide for Setting Up Gtmhub

Learn how to drive alignment, performance, focus, and engagement with OKRs. Use this guide to set up your organization's Gtmhub account.

Written by Ivan Osmak
Updated over a week ago

I've accidentally deleted a session - can I get my OKRs back?

Learn how to recover your OKRs from a deleted session

Written by Radostina Chokova
Updated this week

The Guide for Building a Matrix Organization in Gtmhub

Involving key stakeholders in your strategic decision-making and execution processes ensures collaboration and success.

Written by Lyubomir Hristev
Updated over a week ago

How to configure account-wide notification settings

You can set up the default notification settings for all users in the account. Here’s how.

Written by Lyubomir Hristev
Updated over a week ago

Configure Account

Change your account name and domain

Learn how to change your auto-generated account name and URL

Written by Boyan Barnev
Updated this week

Brand your Gtmhub account

Learn how to unload your logo to brand your Gtmhub account

Written by Radostina Chokova
Updated this week

Set the language of the Gtmhub account

Learn how to change the default user interface of new users

Written by Lyubomir Hristev
Updated yesterday

Change your profile language

Lean how to change the language of your user profile

Written by Lyubomir Hristev
Updated yesterday

How to Whitelist Gtmhub in Your AdBlocker

If the problem of having a "network connection" persists, then whitelisting Gtmhub in your AdBlocker is the solution.

Written by Lyubomir Hristev
Updated over a week ago

Limit the number of objectives per user

Learn how to prevent team members to own more objectives then they can achieve

Written by Lyubomir Hristev
Updated yesterday

How to limit the number of Key Results per Objective

Gtmhub allows you to set limits on Key Results so you can focus and prevent Key Results from being too granular.

Written by Lyubomir Hristev
Updated this week

Custom Fields

You can define custom fields for OKRs, KR updates, teams and users. Learn how to use these fields in your OKRs process.

Written by Jenny Herald
Updated over a week ago

Configure OKRs

Setting up color scale for OKRs progress

Gtmhub allows for easy OKRs tracking via coloring. Define your OKRs color for better visualization of your OKRs progress.

Written by Lyubomir Hristev
Updated over a week ago

Setting up Confidence level labels

Learn how to setup and customize the confidence labels in your organization using Gtmhub.

Written by Lyubomir Hristev
Updated over a week ago

Aggregated Progress

In Gtmhub, Aggregated Progress is the metric we use to visualize the cumulative progress of the OKRs

Written by Lyubomir Hristev
Updated over a week ago

Customize OKR fields

You can define custom fields with Gtmhub that go with every Objective and Key Result. Learn how to adapt Gtmhub OKRs to fit your process.

Written by Ivan Osmak
Updated over a week ago

Roles & Permissions Setup

Set permissions for sessions

Learn how to effectively use permissions for OKRs management to continuously improve your processes

Written by Lyubomir Hristev
Updated this week

How to set session permissions on a team level

Gtmhub enables you to add permissions on a team level. This allows every team member to have the same set of permissions.

Written by Lyubomir Hristev
Updated this week

Manage roles

Learn how to create roles or use the default ones and how to organize the permission management by using roles.

Written by Lyubomir Hristev
Updated yesterday

Filter users by role

Learn how to effectively manage users, roles, and permissions by using filter by role

Written by Lyubomir Hristev
Updated yesterday

Create roles

Learn how to create new roles that fit every user and team's organizational responsibilities.

Written by Lyubomir Hristev
Updated this week

Manage permissions of roles

Learn how to grant or deny permissions to a role

Written by Lyubomir Hristev
Updated yesterday

User & Team Setup

Create teams

Learn how to create teams in your Gtmhub account. You can use teams to define divisions, departments, squads, or tribes.

Written by Lyubomir Hristev
Updated this week

Manage teams

Learn how to manage teams in Gtmhub individually or in bulk, how to assign managers and team members.

Written by Lyubomir Hristev
Updated yesterday

Invite users

Learn how to send invitations to new users in Gtmhub

Written by Radostina Chokova
Updated this week

Remove users

Learn how to remove users from your Gtmhub account

Written by Radostina Chokova
Updated yesterday

Edit the names of a user

Learn how to change the names of Gtmhub users

Written by Lyubomir Hristev
Updated this week

Change a user profile picture

Learn how, as an administrator, you can change users' profile pictures

Written by Lyubomir Hristev
Updated this week

Change the avatar of a team

Learn how, as administrator, you can change the avatars of teams

Written by Jenny Herald
Updated this week

How to customize Team and User fields

You can define custom fields for teams and users. Learn how to use these fields in your OKRs process (e.g. get more granular reports).

Written by Jenny Herald
Updated over a week ago

OKR Setup

Create sessions

Learn how to use sessions to represent a time period in which a group of objectives should be achieved

Written by Ivan Osmak
Updated this week

Define an OKR session cadence

Cadence is the frequency of issuing key result updates. Learn how to customize the cadence for your sessions in Gtmhub

Written by Lyubomir Hristev
Updated yesterday

How to set session permissions

Learn how you can create planning sessions with visibility and access limited to specific users or groups.

Written by Lyubomir Hristev
Updated this week

Automated OKRs Reminders

Gtmhub can now remind you to update your OKRs. Set up email reminders and never forget to update your key results when you need to.

Written by Radostina Chokova
Updated over a week ago

Aggregated OKR report

Make sure you stay on top of your OKR process with automated reports. Gtmhub can send you OKRs health statistics automatically.

Written by Radostina Chokova
Updated over a week ago

How to add OKRs from a template

At Gtmhub, we created general examples to help our clients setting their OKRs. Here's how to access this source of inspiration.

Written by Lyubomir Hristev
Updated over a week ago

Bulk management of OKRs

Managing OKRs at scale is not easy. Gtmhub solves this problem. Assign, Tag, Delete, Move, and Clone OKRs en masse with OKRs bulk management

Written by Radostina Chokova
Updated over a week ago

Export OKRs Data to Excel

Gtmhub allows you to export the OKRs list (a.k.a. the OKRs grid) directly into an Excel file. Follow these simple steps to do this right.

Written by Jordan Angelov
Updated over a week ago

OKRs and tasks ownership

Who can own Objectives

In Gtmhub, you can restrict the ownership of objectives to teams or employees.

Written by Lyubomir Hristev
Updated over a week ago

Ownership settings

Learn how to change the account-wide ownership type of objectives, key results, and tasks

Written by Radostina Chokova
Updated yesterday

Who can own tasks

In Gtmhub, you can restrict the ownership of tasks to teams or employees.

Written by Lyubomir Hristev
Updated over a week ago

OKR Approval Workflow Setup

OKRs Champions guide to approval workflow: How to track approval progress

In Gtmhub, we believe in data-driven goal-setting. To ensure a sustainable OKRs process, we equip OKRs champions with data and stats.

Written by Lyubomir Hristev
Updated over a week ago

How to enable the Approval Workflow feature for your Gtmhub account

The Approval Workflow feature allows for a better and more transparent OKR setting process.

Written by Lyubomir Hristev
Updated over a week ago

How to increase the number of OKRs approvers

The more team members are included in the OKRs proces, the better the collaboration and transparency.

Written by Lyubomir Hristev
Updated over a week ago

How to change the minimum number of OKRs approvers per session

When enabling the approval workflow, at least 1 OKRs approver must be appointed per session. Read on to learn how to change this number.

Written by Lyubomir Hristev
Updated over a week ago

How to edit the number of OKRs approvers in your account

Adjusting the number of OKRs approvers can be done easily. Read on to learn how you can do that.

Written by Lyubomir Hristev
Updated over a week ago

Nudge аpprovers with pending items

Gtmhub allows you to send reminders to people who you have selected as reviewers but haven't yet approved your OKRs. Here's how to do that.

Written by Lyubomir Hristev
Updated over a week ago