Getting Started

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

Jesse Stoneman avatar Trey Doig avatar Paul Harper avatar +2
16 articles in this collection
Written by Jesse Stoneman, Trey Doig, Paul Harper and 2 others

Self Service Account Setup: Getting Started

If you're setting up your team's account on Pathlight, start here.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Frontline Manager: Getting Started

Just get invited to Pathlight by your leadership? If you'll be managing your team on Pathlight, start here.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Frontline Employee: Getting Started

Just get invited to Pathlight by your manager? If your team is on Pathlight, start here.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Create an account

Set up your data sources and start managing your team with Pathlight today!
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Creating my team and adding or removing teammates.

After signing up, it's time to create your Pathlight team
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Create a Path

Paths are where you track key metrics to keep your team on track. All you need are your team members and some data to get started!
Trey Doig avatar
Written by Trey Doig
Updated over a week ago

Set up goals

Your metrics are most powerful when they're measured against targets. Add goals to know exactly how each member of your team is doing.
Paul Harper avatar
Written by Paul Harper
Updated over a week ago

Set up your Slack integration

Get real-time insights and alerts to keep you in the know. Take action against your data within Slack to never miss a management moment.
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Written by Alex King
Updated over a week ago

Create your one-on-one agenda

For effortless 1:1s: add agenda items from Pathlight and Slack, check items off as you complete them, and create automatic documentation.
Dana Fallon avatar
Written by Dana Fallon
Updated over a week ago

Send coaching or recognition to your team

Coach your direct reports to get them back on track or congratulate them on a job well done with a message.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated this week

Configure automatic alerts in Slack

Alert your team automatically of important updates, like "send our team channel an alert whenever someone closes a deal"
Dana Fallon avatar
Written by Dana Fallon
Updated over a week ago

Gather insight from your dashboard

Everything you need to know about your dashboard.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Invite my team to use Pathlight

It's easiest to motivate the right behaviors on your team when all of your direct reports are using Pathlight too.
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Written by Jesse Stoneman
Updated over a week ago

Set up a Messaging Template

Great for 1:1s, coaching language, or commonly-shared resources.
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated this week

Create Mini Goals

Keep your team on the path to success with Mini Goals
Jesse Stoneman avatar
Written by Jesse Stoneman
Updated over a week ago

Path Display Options

Use Path Display to see values, attainment (percent to goal), and deltas across a Path.
Dana Fallon avatar
Written by Dana Fallon
Updated over a week ago