Koan

Exporting your data, cancelling your subscription, and deleting your account

Closing your Koan account

Neli Ivanova

Everything you need to learn how to use and fall in love with Koan.

Using Koan

Change how frequently your reflections are asked and when they're due

Set your reflection schedule

Understanding what people outside of your team can see

What parts of Reflections are public or private?

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

Completing Weekly Reflections

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

What are Confidence Ratings?

Giving Feedback

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

Customizing Reflection Questions

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

Importing Reflections Between Teams

Reflections

How to add leads and contributors to your key result.

How to Assign Leads and Contributors

Make certain Objectives or Key Results private to just your team

Hide Sensitive OKRs with Private Goals

Getting the most out of Koan from the top down

Using Koan as an Executive

Mark goals as organization objectives or key results to promote high-level goals to the organization homepage.

Adding OKRs to the Organization Homepage

A Guide to Adding and Linking Goals in Koan

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

See How Your Company's Goals Align with Tree View

Guide to making Objectives or Key Results span multiple teams

Multi-team Goals

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

Table View: Sort by Confidence Rating

Leaving comments on Key Results

How to add asynchronous confidence ratings to your Key Results.

Rating and commenting on goals outside of your reflection

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

Closing, Archiving, and Deleting Goals

Run efficient, focused meetings with Koan's Presentation Mode

Presentation Mode

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

What is a Confidence Index Score?

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

Export your goals to CSV

Goals

See all of your subteam's goals in one place by setting team hierarchy

Create Organization Structure with Parent Teams

Focus your team on what matters and quickly get to where you need to go each week

The Team Homepage

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

How to see all of the active users in your account

Adjust the time zone for your team or whole organization

Changing time zones in Koan

Here's how to sign in to Koan from OneLogin

Signing in with OneLogin

Signing in with Okta

Teams

Find answers and get help from Intercom Support and Community Experts