How-to Videos

Gtmhub 101

Learn the basics about Gtmhub in under 4 minutes

Written by Boyan Barnev
Updated over a week ago

How to use the Gtmhub Account Data Importer Tool

In this video, learn how to use the Gtmhub Account Data Importer Tool to make bulk changes in your Gtmhub account.

Written by Stephanie Barnes
Updated over a week ago

How to Bulk Manage Users

In this video, learn how to use the Gtmhub Account Data Importer Tool to bulk manage users in your Gtmhub account.

Written by Stephanie Barnes
Updated over a week ago

Choose your Gtmhub Plan

Here's how to choose your plan.

Written by Neli Ivanova
Updated over a week ago

How to Import and Export OKRs in Gtmhub

In this video, learn how to use the Gtmhub Account Data Importer Tool to Import and Export OKRs in your Gtmhub account.

Written by Stephanie Barnes
Updated over a week ago

Change your domain & account name

By default, Gtmhub generates a URL for your account when you sign up. You can change both your URL and account name. Here's how.

Written by Neli Ivanova
Updated over a week ago

Brand your Gtmhub account

Gtmhub allows you to brand your account to be consistent with your internal branding. Here's how.

Written by Neli Ivanova
Updated over a week ago

Manage your billing

Learn how to set your billing information, payment method, and access invoices in Gtmhub's Billing portal.

Written by Neli Ivanova
Updated over a week ago

Manage users

In this video, learn how to invite users, assign roles, edit user details and delete users.

Written by Neli Ivanova
Updated over a week ago

Create and manage teams

In this video, you'll learn how to create teams. Use teams to define divisions, departments, squads, tribes, or cross-functional teams.

Written by Neli Ivanova
Updated over a week ago

Explore your organization

In this video, you'll learn how to view and explore your organizational chart.

Written by Neli Ivanova
Updated over a week ago

Create and assign roles

In this video, you'll learn how to create roles or use the default ones and how to organize the permission management by using roles.

Written by Neli Ivanova
Updated over a week ago

Create and align sessions

In this video, learn how to use sessions to represent a time period in which a group of OKRs will be achieved and how to align sessions.

Written by Neli Ivanova
Updated over a week ago

Manage account settings

In this video, learn how to define your account-wide settings for language; Objective, Key Result, Task ownership; notifications; and more.

Written by Neli Ivanova
Updated over a week ago

Account Methodology Settings Overview

This video will walk you through the Methodology settings in your account and our best practice recommendations at Gtmhub

Written by Nick Rianoshek
Updated over a week ago

Manage account notifications

In this video, you'll learn how to manage the notifications for everyone in your account.

Written by Neli Ivanova
Updated over a week ago

Create custom fields

In this video, you'll learn how to define custom fields for objectives, key results, key result updates, tasks, or users and teams.

Written by Neli Ivanova
Updated over a week ago

Connect Google Workspace Single Sign-On (SSO)

In this video, you'll learn how to integrate Gtmhub with your Google Workspace SSO.

Written by Neli Ivanova
Updated over a week ago

Connect Microsoft's Azure Active Directory SSO

In this video, you'll learn how to integrate Gtmhub with Azure Active Directory.

Written by Neli Ivanova
Updated over a week ago

Create Insightboard parameters

Learn how to create Insightboard parameters so you can filter your Insights to extract the specific information you're looking for.

Written by Neli Ivanova
Updated over a week ago

Review reports

In this video, you'll learn about Gtmhub's Performance and Progress reports.

Written by Neli Ivanova
Updated over a week ago

Generate an API token

In this video, learn how to generate an API token so you can use Gtmhub's API to extend and integrate Gtmhub with your business systems.

Written by Neli Ivanova
Updated over a week ago

How to enable and use OKR Approval Workflow

In this video, you'll learn how to activate a workflow, send OKRs through it, and view reports.

Written by Boyan Barnev
Updated over a week ago

Adding Child Objectives

In this video, learn how to create a sub-objective of an objective to align your OKRs quickly.

Written by Neli Ivanova
Updated over a week ago

Understand Gtmhub's navigation

In this video, you'll get a detailed overview of Gtmhub's navigation so you can perform your tasks effectively.

Written by Neli Ivanova
Updated over a week ago

Create Objectives and define Key Results

In this video, you'll learn how to create Objectives and define Key Results in Gtmhub.

Written by Neli Ivanova
Updated over a week ago

How to update a Key Result

In this video, learn how to update your Key Results.

Written by Nick Rianoshek
Updated over a week ago

Install OKRs and Insights from the Marketplace

In this video, you'll learn how to install predefined OKRs and Insights from Gtmhub's Marketplace.

Written by Neli Ivanova
Updated over a week ago

Create and use tags

In this video, you'll learn how to tag your OKRs and then use those tags to filter or use them as part of an automation condition.

Written by Neli Ivanova
Updated over a week ago

Link and align OKRs

In this video, you'll learn how to use aligning and linking to effectively promote transparency and focus.

Written by Neli Ivanova
Updated over a week ago

Work with the Alignment view in Quantive Results (formerly known as Gtmhub)

In this video, you'll learn how to visibly align your OKRs in the Alignment view using drag-and-drop

Written by Neli Ivanova
Updated over a week ago

Work with tasks

In this video, you'll learn how to create tasks, associate tasks with OKRs, and filter tasks.

Written by Neli Ivanova
Updated over a week ago

Navigate Home

In this video, you'll learn how to benefit from the Home screen and how to use its shortcuts.

Written by Neli Ivanova
Updated over a week ago

Use Lists

In this video, you'll learn how to create Lists, how to make them show up in the navigation bar, and configure who has access to your list.

Written by Neli Ivanova
Updated over a week ago

Manage and monitor KPIs

In this video, you'll learn how create, group, monitor, track KPIs and get automatic updates.

Written by Neli Ivanova
Updated over a week ago

Navigate the mobile app

In this video, you'll learn how to get around the Gtmhub mobile app and how to track progress.

Written by Neli Ivanova
Updated over a week ago

Connect Microsoft Teams

Learn how to connect Gtmhub and Microsoft Teams; share and update OKRs; and set up notifications for Key Result and task updates.

Written by Neli Ivanova
Updated over a week ago

Connect Slack

In this video, you'll learn how to work with your OKRs from Slack.

Written by Neli Ivanova
Updated over a week ago

Recognize others with Badges

In this video, you'll learn how to create and award badges.

Written by Neli Ivanova
Updated over a week ago

Connect data sources

In this video, you'll learn how to connect data sources to power your Insights and dynamic Key Results.

Written by Neli Ivanova
Updated over a week ago

How to Install Pre-Built Insightboards

In this video, learn how to add pre-built reporting dashboards to your account with one click

Written by Stephanie Barnes
Updated over a week ago

Connect the Gtmhub Jira Plugin

In this video, you'll learn how to connect the Gtmhub plugin for Jira. This way you can link Jira issues to your Gtmhub Objectives

Written by Neli Ivanova
Updated over a week ago

Create codeless insights

In this video, you'll learn how to create an Insight without using SQL code or writing HTML.

Written by Neli Ivanova
Updated over a week ago

Create Insights

In this video, you'll learn how to build Insights using the SQL editor.

Written by Neli Ivanova
Updated over a week ago

Create Insightboards

In this video, you'll learn how to structure your data and organize your Insights with Insightboards.

Written by Neli Ivanova
Updated over a week ago

Create automations

In this video, you'll learn how to create and enable automations to help scale your OKR process.

Written by Neli Ivanova
Updated over a week ago