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The Align Academy got a face lift.
What are you getting out of this session?
What are you getting out of this session?
This is a hands-on workshop designed for new companies and users, but it is open to any current user or coach. It is a great place to meet other people who are using the software, learn and practice the basics of usage, dive into the "Why?" of our the methodology, and learn some best practices recommended by your very own Advisors.
Every other Tuesday, alternating between 10 AM and 6 PM Central Time (US)
Every other Tuesday, alternating between 10 AM and 6 PM Central Time (US)
This session is designed with active participation in mind, so be ready to work! We highly recommend you download a sandbox (our 24-hour trial tool) for this workshop so the items you build and change in the software do not affect your actual account.
Want a head start on the session?
Want a head start on the session?
These are the resources we most often new users check out first:
The Getting Started Video Series, 7 videos, 25 minutes long total
The Align Academy, our online learning center - you are here!!
The Help & FAQ page in Align
And, of course, your Sandbox 24 hour Trial Tool
In this session we will cover:
In this session we will cover:
Logging in and the 'My dashboard'
Accessing the software and what you see when you first log in
Huddles
Joining a huddle and entering your updates
Priorities
Defining priorities and building the three different types of priorities
Help and FAQ
Accessing support resources, how-to's, and helpful videos
For admin users: One Page Strategic Plan and Critical Numbers
Where to find the One Page Plan and what belongs in it. How to set up critical numbers to track your team's most important data
And any questions you may have!
Meet the Advisor Team!
Alex
Joe
Alexandria
Amy
None of these times work for you? Check out one of these past recordings:
None of these times work for you? Check out one of these past recordings:
4/18/2023 - Hosted by:
Alexander Ferguson, Customer Success Manager
6/7/2022 - Hosted by:
Alex Abramson, Manager of Customer Success
9/13/2022 - Hosted by:
Tom Mayer, Customer Success Manager
10/11/2022 - Hosted by:
Carley Walker, Customer Success Manager
Got some feedback for The Basics 101? Let us know!
Feel free to take our post training survey to let us know what you liked, what you felt was missing, and what we can do better in the future. We're always looking to improve the training we give, and your feedback is the most valuable source for what we can do better.
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