Quick Start Guide
Welcome to Elevale! This guide will help you get started with the platform and set up your workspace for success.
1. Invite Your Team Management
Building a successful strategic plan requires collaboration. Start by inviting your team members to join your workspace.
Navigate to Settings in the main navigation
Go to the Team Management section
Click Invite Members and enter their email addresses
Assign appropriate roles (Admin, Editor, or Viewer) based on their responsibilities
Team members will receive an email invitation to join your workspace
Tip: Start with key stakeholders and decision-makers to ensure strategic alignment from the beginning.
2. Define Your Strategic Direction
Before diving into tasks and execution, it's crucial to establish your organisation's strategic direction. This provides the foundation for all your planning and decision-making.
Set Up Your Vision & Mission
Go to Strategic Planning in the main navigation
Click on Vision & Mission
Define your organisation's Vision - where you want to be in the future
Articulate your Mission - your purpose and how you'll achieve your vision
Document your core Values - the principles that guide your decisions
Create Strategic Goals & Objectives
Navigate to OKRs (Objectives and Key Results)
Set high-level Objectives that align with your mission and vision
Define measurable Key Results for each objective
Assign owners and set timeframes (quarterly or annually)
Use the strategy canvas to visualise how your objectives connect to your overall strategy
Tip: Keep your objectives ambitious but achievable. Aim for 3-5 key objectives per quarter to maintain focus.
3. Create and Assign Tasks
With your strategic direction in place, it's time to break down your goals into actionable tasks and get your team working towards them.
Set Up Task Lists
Go to Tasks in the main navigation
Create Task Lists to organise work by project, department, or strategic objective
Use Folders to group related task lists together
Create Your First Tasks
Click New Task in a task list
Give your task a clear, action-oriented title
Add a detailed description explaining what needs to be done
Assign the task to a team member
Set a due date and priority level
Link tasks to relevant OKRs to maintain strategic alignment
Add labels and tags for better organisation
Track Progress
Use the Kanban board view to visualise task progress
Switch to List view for detailed task management
Monitor team workload in the Team view
Check your personal tasks in My Tasks
Tip: Link every task to at least one strategic objective to ensure all work contributes to your goals.
Next Steps
Once you've completed these initial steps, you're ready to:
Explore the Dashboard to visualise your strategic progress
Set up KPIs to measure performance
Use the Wiki to document processes and knowledge
Schedule regular strategy reviews to keep your plans on track
Customise your workspace settings and branding
Start with the workspace walkthrough
From the Dashboard, launch the Getting Started checklist or workspace walkthrough for a guided tour.
Then follow the steps below to invite your team and set up strategy.