Getting Started

Here for the first time? Walk through the steps that will set you up for success quickly.

Alex King avatar Jesse Stoneman avatar Dana Fallon avatar +2
26 articles in this collection
Written by Alex King, Jesse Stoneman, Dana Fallon and 2 others
Set Up Guide

What is Pathlight?

Jesse Stoneman avatar
Written by Jesse Stoneman
Updated this week

Tips for understanding my data in Pathlight

Understanding your data means being able to take control of your performance.
David Coronado avatar
Written by David Coronado
Updated over a week ago

How to set up your Dashboard

Configure your dashboard to give you the insights you need
David Coronado avatar
Written by David Coronado
Updated this week

How to add or remove people from your team

Hire a new team member? Someone move to a different team? Manage that easily in Pathlight!
David Coronado avatar
Written by David Coronado
Updated over a week ago

How to send a positive recognition message

Great managers celebrate their team's wins. Send an "Applause" message to recognize great performance.
David Coronado avatar
Written by David Coronado
Updated this week

How to send a coaching message

Guide your team members back on track by coaching them in Pathlight.
David Coronado avatar
Written by David Coronado
Updated this week

How to send a team message

Share announcements, trainings, or motivational messages with your entire team
David Coronado avatar
Written by David Coronado
Updated this week

How to hold a 1:1 in Pathlight

Save time and have more data-driven conversations by holding your 1:1s in Pathlight.
David Coronado avatar
Written by David Coronado
Updated this week

How to examine the details of your data

By viewing query results, you can see exactly what data is contributing to the numbers you're seeing in Pathlight.
David Coronado avatar
Written by David Coronado
Updated over a week ago

How to add a custom target goal in the metric details as a manager

You can adjust an individual's target for a metric if you don't have edit access to the Path.
David Coronado avatar
Written by David Coronado
Updated over a week ago

How to set a vacation hold

Managers can set vacation holds for their team members so their absence doesn't impact the team's performance.
David Coronado avatar
Written by David Coronado
Updated over a week ago

How to add an embedded metric snapshot to a template

Embedding metrics are an easy and automatic way to incorporate rich data into your messages
David Coronado avatar
Written by David Coronado
Updated over a week ago

How to create a message template

Create templates for any message you send frequently to save you time.
David Coronado avatar
Written by David Coronado
Updated this week