Frankli

How to create tasks and link tasks to your goals

Linking Tasks to Goals

How to save a Goal as a draft, and where to find Draft Goals after you've saved them

Where to Find Draft Goals

An explanation of how our rich linking plugin works. How to link to goals from the editor in 1:1s and Review cycle answers

How to link to a goal in the rich text editor

How to use a Template to create a new Goal

Creating a Goal from a Template

How to change the priority status of a Goal

Prioritising Goals

How to align Goals with other Goals across different Goal Types

Aligning Goals

Explaining who a Goal Owner is and what they can do

What Does a Goal Owner Do?

An explanation of the meaning of Goal Type

What is a Goal Type?

A simple definition for Key Results, and a demonstration of how to use them

What are Key Results?

Public objectives and private objectives: what is the difference?

How does Visibility Affect my Goal?

Everything you need to know about creating a Goal

How to Create a Goal

How to create a copy or duplicate of an existing Goal

Creating a Copy of an Existing Goal

Using Frankli's goals tools as an employee

As an Employee

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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