EOS Ninety Knowledge Base

User Roles and Permissions

Published August 23rd, 2023 by Tommy Mains

How Do Roles Work? Roles dictate what content you can edit or view within Ninety, including access to tasks such as inviting new users or updating billing options. Here is a general overview of each role's capabilities: Owners have visibility and editing access to all teams and tools, full control of company settings, and the ability to update billi

Add Ninety to a Phone's Home Screen

Published January 31st, 2024 by Tommy Mains

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. Always use the default browser: Safari for iPhone and Google Chrome for Android. iPhone Open Safari. Visit https://app.ninety.io/login and log into your account. Click

Creating To-Dos

Published January 5th, 2024 by Tommy Mains

Types of To-Dos Creating To-Dos in Ninety allows you to keep track of tasks that need to be completed by you or your team. Each type 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-Dos Team To-Dos are the default in Ninety. They allow your team to have visibility

Archiving Items

Published August 23rd, 2023 by Tommy Mains

What Is the Archive? Each tool has its own archive where completed items are saved for each team. To view archived items, click the Archive toggle on the filters bar. While viewing the archive, you can perform the following actions: Click the Team dropdown to view another team's tool archive. Click the arrow-circle icon to refresh the page. Clic

Creating Issues

Published September 10th, 2024 by Tommy Mains

Issues are the problems, obstacles, ideas, or opportunities teams discuss and solve during meetings. Our Issues tool captures and stores your team's short- and long-term Issues. Short-term Issues are discussed and solved during weekly team meetings. Long-term Issues are prioritized, discussed, and solved during quarterly and annual team meetings.

Custom V/TO Feature

Published September 12th, 2024 by Tommy Mains

Customizing your team's or organization's V/TO tool allows you to document all the features defining your organization now and where you want to be in the future. To enable the custom Vision configuration as an owner or admin (Company Settings > Configuration): Click your name from the bottom of the left navigation. Click Company Settings. Scroll

Customizing a Meeting Agenda

Published August 23rd, 2023 by Tommy Mains

Editing an Existing Agenda or Create a Custom Agenda Users with the role of Manager or higher can edit and customize meeting agendas. Read more about roles here. Editing Agendas Click Meetings from the left navigation. Click the Agendas tab. Choose the correct team from the Team dropdown. Click the agenda to edit from the list shown. Customize the a

1-on-1 Analytics

Published October 7th, 2024 by Tommy Mains

The 1-on-1 Insights Page Use the 1-on-1 Insights Page to see your team's completion of Quarterly Conversations and Annual Reviews, ratings in exhibiting the organization's Core Values, and how well your team members view your leadership and coaching abilities (LMA®). The conversations from your 1-on-1 tool are available for any of your direct repo

The Accountability Chart

Published August 23rd, 2023 by Tommy Mains

Get Started with the Accountability Chart The The Accountability Chart®️ begins with five pre-filled Seats: Visionary Integrator™ Sales/Marketing Operations Finance Each Seat is entirely customizable to fit your needs. The Accountability Chart tool will grow with you as you add more departments, teams, and employees. To learn more, read our blog, "E

Individual User Settings

Published March 11th, 2024 by Tommy Mains

Accessing Your Settings User settings allow you to change your own Ninety experience without affecting the rest of your company. To access user settings: Click your name from the left navigation. Click User Settings. Settings Options On the left side of your screen, you'll find the following User Setting pages, Profile Account Preferences Noti

Upload Your Data

Published August 23rd, 2023 by Tommy Mains

Our Data Transfer Services Tired of your data being siloed? We can import all your data onto Ninety for free. What Information Can I Transfer? Scorecard Measurables from the previous 13 weeks Headlines V/TO®️ Accountability Chart®️ Items that are archived or active from the last 12 months, such as: Rocks To-Dos Issues Send Us Your Data Our Suppo

Using Partner Hub (A Coach's Tool)

Published March 14th, 2024 by Tommy Mains

What Is Partner Hub? Partner Hub is for coaches using Ninety with their clients. Use this tool to create templates, manage referrals, and set up clients. This tool is tied to a coach, implementer, or partner account and applied across the user's assigned companies. If you do not see this tool, contact partner@ninety.io for assistance. Managing

Cancel Your Account

Published August 23rd, 2023 by Tommy Mains

Canceling Your Subscription Click your name at the bottom of the left navigation. Click Billing. Click Cancel my subscription. Fill out the exit form. Click Continue. Click Cancel subscription. Only Owners and Admins can cancel a subscription.

Using the Directory

Published October 14th, 2024 by Tommy Mains

What Is the Directory? Our Directory tool is the central location to manage all the users on your Ninety account. Use the Directory to: Add users to Ninety Change user roles and permissions Assign users to teams Deactivate users (remove their paid license) Delete users (remove them from your account) View user bios The video below offers basic ins

Printing To-Dos

Published August 26th, 2024 by Tommy Mains

Printing To-Dos Users can print the To-Dos list from any of their teams using the To-Dos tool. To print one of your team's To-Dos lists: Click To-Dos from the left navigation. Select one of your teams from the Team dropdown. Click the PDF icon on the far right of the Filters bar. Click Print on the popup to save your list as a PDF. Print the PDF or

Company Settings

Published February 15th, 2024 by Tommy Mains

Accessing Company Settings Owners, Admins, and Coaches can access company settings by clicking on their name at the bottom of the left navigation and then clicking Company Settings to adjust the following options: Configuration — document your company's name and colors and adjust individual tool features. Teams — create, classify, edit, and delete t

Introduction to Ninety

Published August 2nd, 2024 by Tommy Mains

How Ninety Improves Team Performance Ninety is a comprehensive software solution for teams to work more effectively toward achieving their vision. Our tools help you run better meetings, measure performance, and increase transparency. Explore our site to learn more about us. Watch the video below for an overview of what we offer to teams like yours.

Creating and Updating Measurables

Published September 6th, 2024 by Tommy Mains

What Are Measurables? A Measurable is a quantifiable metric tracked by a person, team, or organization to assess performance. Measurables form Scorecards teams use to monitor performance across time. Often, your Scorecard will mix leading and lagging indicators of success. Lagging indicators tell us about what's already happened — like revenue gener

The Measurable Manager

Published January 14th, 2025 by Tommy Mains

Measurable Manager Our Measurable Manager is a centralized hub designed to simplify the way you manage your organization's Measurables. Accessible to users with Admin, Owner, or Coach roles only, this tool allows you to organize, filter, and update Measurables efficiently. With the ability to view all active and archived Measurables in one place, us

Linking Items

Published June 18th, 2024 by Tommy Mains

Linking connected items in Ninety helps teams document progress, clarify dependencies, and prioritize objectives. Users can create as many linked items from existing items as needed. For example, all Issues, To-Dos, and Headlines relating to a single Rock can be created as linked items from that Rock. To create a linked item from an existing item: C

Smart Measurables

Published August 23rd, 2023 by Tommy Mains

What is a Smart Measurable? Smart Measurables transform existing Measurables into variables that can be used to create formulas. They give you the power to perform calculations on your Scorecard as you enter data automatically. Smart Measurables can use the following basic mathematical operators, including order of operations formulas with parenthes

Billing and Payments

Published February 27th, 2024 by Tommy Mains

The Billing Page Users with Owner, Admin, and Coach roles can review the billing page. Follow these steps to review your billing information: Click your name from the bottom of the left navigation. Click Billing from the popup. Updating Your Payment Method From Billing settings, here's how to update your payment method through Stripe, our me

Scheduling Meetings

Published October 11th, 2024 by Tommy Mains

The Upcoming Meetings Page Use the Upcoming page in the Meetings tool to start, join, or schedule a team meeting. To schedule a meeting for your team: Click Meetings from the left navigation. Select the intended team from the Team dropdown. Click Schedule a Meeting. Choose an agenda from the Select Agenda dropdown. Click the calendar icon to select

The V/TO®

Published January 22nd, 2024 by Tommy Mains

The Vision/Traction Organizer® (V/TO®) The V/TO® is a long-term strategic plan created by leadership. The goal of the V/TO is to document your organization’s identity and future plans. Learn more about the V/TO in this blog from Kris Snyder, Professional EOS Implementer®, and this video. Watch this video for an overview of our V/TO tool. Sharing t

Using the Scorecard Tool

Published May 24th, 2024 by Tommy Mains

Overview of the Scorecard Tool This article focuses on setting up and organizing your team's Scorecards. Learn how to create, edit, and manage your Measurables here. Operating Scorecards According to Your User Role The Scorecard tool's functionality changes based on each user's role in Ninety. Click here for a basic understanding of user permis

Making Rocks SMART

Published August 23rd, 2023 by Tommy Mains

When building a Rock, be as detailed as possible to make expectations clear for completing the goal by the end of the quarter. We recommend adding Milestones and making the Rock SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) whenever possible. SMART Methodology When creating Rocks, make them SMART. Feel free to copy and paste t

Activate Your Phone Number

Published August 23rd, 2023 by Tommy Mains

The instructions below show you how to activate your phone number and retrieve items like To-Dos, Rocks, and Issues via text message. We call this service Henryx. Set Up Your Phone Number Click on your name from the bottom of the left navigation. Click User Settings. Click Account. Enter your phone number. Toggle on Enable MFA. Enter the verificat

The Process Tool

Published January 23rd, 2024 by Tommy Mains

Documenting Your Processes Process is one of the Six Key Components™ of the Entrepreneurial Operating System® (EOS®). Use our Process tool to identify, define, and document your organization's Core Processes. EOS® defines a Core Process as one of the essential things that need to be done consistently well every time, no matter who is doing it. Each

The 1-on-1 Tool

Published August 23rd, 2023 by Tommy Mains

Quarterly Discussions and Annual Reviews This article provides best practices for completing your review, explaining the different sections of the forms, what each party sees, and the differences between Quarterly Discussions and Annual Reviews. Watch this video for an overview. What Are Quarterly Discussions and Annual Reviews? Quarterly Discussi

Creating New Teams

Published January 8th, 2024 by Tommy Mains

Creating a New Team To create new teams or edit existing ones, users must have the role of owner, admin, manager, or implementer. Click your name from the bottom of the left navigation. Click Teams. Click Create Team. Write the Team's Name. Click Add. Selecting the Team's Type After creating the Leadership Team, each formed team starts as a depart

Using the Create Button

Published August 23rd, 2023 by Tommy Mains

The Universal Create Button From anywhere on Ninety's platform, the Create button is on the upper right-hand corner making it easy to create a new item. The default item you'll create is an Issue, but automatically updates based on the tool page you're on. For example, if you're on the To-Dos tool and click the Create button, the item defaults to a

Rocks Analytics

Published November 21st, 2024 by Tommy Mains

Rocks Insights Page On the Rocks page in Insights, you can see how your teams performed with their Rocks in past quarters and track their progress this quarter. Rock performance for every team on your account is available for users with Owner or Admin permissions. The graph shows each Rock's status at the end of the quarter or its current status in

Introduction to Insights

Published November 22nd, 2024 by Tommy Mains

What Is the Insights Tool? The Insights tool provides valuable visualizations of how your teams use Ninety. Use it to gain insights into how your teams are using Ninety and how effective they are with each tool. Since each tool represents a discipline of how great organizations are run, you can use this information to help gauge the help of your tea

Using the Headlines Tool

Published January 9th, 2024 by Tommy Mains

Use the Headlines tool to read, create, and share announcements that usually don’t require a discussion or need additional action items. Headlines and Cascading Messages function the same. Typically, organizations use Headlines for team announcements to be read during meetings and Cascaded Messages for announcements they want to share with other tea

Organizing Accountability Chart™ Seats

Published August 23rd, 2023 by Tommy Mains

Customize your Accountability Chart™ by adding, editing, and organizing the Seats to fit your needs. Users with Manager or higher permissions can organize the Accountability Chart in the following ways: Creating new Seats Assigning users to a Seat Deleting Seats Rearranging Seats Cloning Seats Click through the tabs below to learn how. Creating Ne