Using Koan

Getting Started with Koan

Set up Koan in 4 easy steps

Written by Wyl Villacres
Updated over a week ago

What parts of Reflections are public or private?

Understanding what people outside of your team can see

Written by Wyl Villacres
Updated over a week ago

Completing Weekly Reflections

Share progress, share priorities, and rate your goals/OKRs

Written by Matt Tucker
Updated over a week ago

What are Confidence Ratings?

Learn what a Confidence Rating is and why it is so important.

Written by Wyl Villacres
Updated over a week ago

Giving Feedback

Give and review feedback through Koan

Written by RJ Zaworski
Updated over a week ago

Setting Reflection Schedule

How to configure when reflection notifications are sent and when they are due.

Written by Matt Tucker
Updated over a week ago

Customizing Reflection Questions

Customize your team's reflections by creating your own questions! Either create recurring questions or one-time questions.

Written by Rob Sicat
Updated over a week ago

Importing Reflections Between Teams and Team Aggregation

Save time writing every week by importing (or "rolling up") your reflection to your other Koan teams

Written by RJ Zaworski
Updated over a week ago

Sharing Reflections beyond your team

Keep someone outside your team updated on your work

Written by RJ Zaworski
Updated over a week ago

Product Updates: Improved OKR and Goal Management

New product improvements to managing goals in Koan that help to improve visibility and alignment.

Written by Brett Wilson
Updated over a week ago

Using Koan as an Executive

Getting the most out of Koan from the top down

Written by Wyl Villacres
Updated over a week ago

Adding goals into Koan

How to input your OKRs/goals into the product

Written by Wyl Villacres
Updated over a week ago

Linking Goals in Koan

Align your team and company OKRs/goals

Written by Wyl Villacres
Updated over a week ago

Adding OKRs to the Company Homepage

Written by Matt Tucker
Updated over a week ago

A Guide to Adding and Linking Goals in Koan

Learn how to create and edit your objectives and key results in Koan, as well as how to link them to parent objectives.

Written by Matt Tucker
Updated over a week ago

See How Your Company's Goals Align with Tree View

Get a more visual overview of your goals from the company level down

Written by Wyl Villacres
Updated over a week ago

Multi-team Goals

Guide to making Objectives or Key Results span multiple teams

Written by Matt Tucker
Updated over a week ago

Exploring Goals and Key Information in Koan

Everything you need to know to get the most out of Koan

Written by Matt Tucker
Updated over a week ago

Table View: Sort by Confidence Rating

With Table View you can sort all of your Key Results by Confidence Rating to identify red flags!

Written by Wyl Villacres
Updated over a week ago

Leaving comments on Key Results

Give your team extra context as it comes

Written by Wyl Villacres
Updated over a week ago

Rating and commenting on goals outside of your reflection

How to add asynchronous confidence ratings to your Key Results.

Written by Matt Tucker
Updated over a week ago

Closing, Archiving, and Deleting Goals

At the end of the quarter, how do you best handle your OKRs?

Written by Matt Tucker
Updated over a week ago

Presentation Mode

Run efficient, focused meetings with Koan's Presentation Mode

Written by RJ Zaworski
Updated over a week ago

What is a Confidence Index Score?

Learn more confidence ratings as well as how we determine if an objective is defined as 'On Track', 'Has Issues', or 'At Risk'.

Written by Matt Tucker
Updated over a week ago

Export your goals to CSV

Bring your data out of Koan and into your favorite reporting tools

Written by Wyl Villacres
Updated over a week ago

The team homepage

We've made your team homepage easier to navigate

Written by Wyl Villacres
Updated over a week ago

How to see all of the active users in your account

Quickly see your users and the last time they were active in your app

Written by Wyl Villacres
Updated over a week ago

Changing the Time Zone for a Team

Adjust the time zone for your team's notifications.

Written by Matt Tucker
Updated over a week ago

Signing in with OneLogin

Here's how to sign in to Koan from OneLogin

Written by RJ Zaworski
Updated over a week ago

Signing in with Okta

Here's how to sign in to Koan from Okta

Written by RJ Zaworski
Updated over a week ago