Configuring Koan

Everything you need to set-up Koan.

Matt Tucker avatar RJ Zaworski avatar Wyl Villacres avatar +1
22 articles in this collection
Written by Matt Tucker, RJ Zaworski, Wyl Villacres and 1 other

Integrate Koan with Salesforce

Connect your CRM to your goals with Zapier
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago

Enabling daily Check-ins

Keep your team engaged with our weekly check-ins for Slack
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago

Authenticating with Koan using an API Key

How to get started authorizing integrations and requests to our public API
Kristin Brown avatar
Written by Kristin Brown
Updated over a week ago

Onboarding your team into Koan

How to get your team up and running with the platform.
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago

Set Your Profile Preferences

How to update your profile and notification settings
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago

How to Create New Teams

A guide for creating multiple teams in Koan
Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

Roles in Koan

Administrators, Managers, Members, and Observers: how roles fit together in Koan
RJ Zaworski avatar
Written by RJ Zaworski
Updated over a week ago

Creating an Organization Homepage

Share your mission, vision, and top objectives.
RJ Zaworski avatar
Written by RJ Zaworski
Updated over a week ago

How to Enable Individual OKRs

Koan allows your team members to create individual OKRs for their personal goals
RJ Zaworski avatar
Written by RJ Zaworski
Updated over a week ago

Changing the Default Currency

How to change the default currency symbol in Koan between Dollars, Euros, Pounds, Rupees and Yen/Yuan to be represented in your KR metrics.
Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

Changing your payment details

How to use a new payment card for your Koan subscription
RJ Zaworski avatar
Written by RJ Zaworski
Updated over a week ago

Deleting a User or Team

How to delete your team, remove a member from your team, and remove a user from Koan altogether.
Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago

How to invite your team

Here's how to invite new members to your Koan team
RJ Zaworski avatar
Written by RJ Zaworski
Updated over a week ago