Configuring Koan

Everything you need to set-up Koan.

Matt Tucker avatar RJ Zaworski (he/him) avatar Wyl Villacres avatar +4
31 articles in this collection
Written by Matt Tucker, RJ Zaworski (he/him), Wyl Villacres and 4 others
Features and Functionality

Why Aren't I Getting Email Notifications?

Understanding and customizing your notification settings
Brett Wilson avatar
Written by Brett Wilson
Updated over a week ago

Customizing Language in Koan

Learn what sections in Koan can support non-english languages.
Brett Wilson avatar
Written by Brett Wilson
Updated this week

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

Creating an Organization Homepage

Share your mission, vision, and top objectives.
RJ Zaworski (he/him) avatar
Written by RJ Zaworski (he/him)
Updated this week

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

Set Your Profile Preferences

How to update your profile and notification settings
Wyl Villacres avatar
Written by Wyl Villacres
Updated this week

How to Create New Teams

A guide for creating multiple teams in Koan
Matt Tucker avatar
Written by Matt Tucker
Updated this week

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

How to invite your team

Here's how to invite new members to your Koan team
RJ Zaworski (he/him) avatar
Written by RJ Zaworski (he/him)
Updated this week

Roles in Koan

Administrators, Managers, Members, and Observers: how roles fit together in Koan
RJ Zaworski (he/him) avatar
Written by RJ Zaworski (he/him)
Updated this week

Deleting a User or Team

How to delete your team, remove a member from your team, and remove a user from Koan altogether.
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago
Integrations, and the API

Integrate Koan with your favorite tools

Use your favorite tools to produce your best work in Koan.
Leah Davis avatar
Written by Leah Davis
Updated over a week ago

Integrating Koan with Microsoft Teams

Connect Koan to your favorite collaboration tool.
Brett Wilson avatar
Written by Brett Wilson
Updated this week

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 this week

Building a Custom API Integration

The Goal Metrics API can be used by virtually any automated system. Here's how to get set up.
RJ Zaworski (he/him) avatar
Written by RJ Zaworski (he/him)
Updated over a week ago

Updating a metric with Goal Metrics API

Pull data from other tools directly into your goal metrics automatically
RJ Zaworski (he/him) avatar
Written by RJ Zaworski (he/him)
Updated over a week ago

Integrate Koan with Salesforce

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

Integrating Koan with Slack

Connect Koan to your favorite collaboration tool
RJ Zaworski (he/him) avatar
Written by RJ Zaworski (he/him)
Updated over a week ago

Integrate Koan with Jira

Pull your tasks into your reflections with our Jira Integration
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago

Integrate Koan with Zapier

Connect to 1000s of apps and update your goal metrics automatically
Wyl Villacres avatar
Written by Wyl Villacres
Updated over a week ago

Looker Integration for Metrics Updates

Use Looker webhooks to automatically update goal metrics in Koan.
Matt Tucker avatar
Written by Matt Tucker
Updated over a week ago