Find Your Way Around

If you followed getting started in order, you should be good to go. We know though that sometimes you rushed through it, or even you just need a primer. If you've finished onboarding and still are confused, here are five things to do:

1. Find your own Context
2. Find or add a contact
3. Change a contact's group
4. Find your groups
5. Find your Check-in

Find Your Own Context

Your context in People Work is the most important field in the entire app. It tells you and your agent what you're going for.

1. Find Me in the app's navigation and select your own name.
   • On a phone, return to the navigation list if you're viewing a person or task.
2. Read Context on your profile.
3. To change it, choose Edit Profile.
4. Update Context, then select Save.

Where do you want to be in 3-5 years, and what's standing in your way?

Find or Add a Contact

A contact is someone you want to build or maintain a relationship with. You can write why that relationship matters to you in their Context.

During setup, you likely didn't add all of the people that you want to track as contacts, so here's how you can go back and do that.

• Find someone you added: Select their name in the navigation list. Their profile shows Context and Upcoming.
• Change their Context: Choose Edit Contact, update Context, and select Save.
• Add someone: Select Add Contact in the navigation toolbar, or open a group and select Add Contact.

Plan Your Next Action

Upcoming on a contact's profile shows what you have planned with them. If you didn't add an upcoming action during setup, then you will see a task in Schedule to remind you to do that. When you click it, you may:

1. Under Action type, choose:
   • Event for a conversation you plan to have with them.
   • Commitment for keeping track of something you need to do for them or they need to do for you.
2. If you chose Commitment, set Owner:
   • Mine for something you need to do.
   • Theirs for something the contact needs to do.
3. Enter the Name and Date.
4. Select Create.

Change a Contact's Group

Don't worry if you chose the wrong group for a contact during setup. You can change it whenever you want:

1. Select the contact's name in the navigation list.
2. Choose Edit Contact.
3. Under Relationship group, select the group you want.
4. Select Save.

Find Your Groups

Your groups connect your relationships to your goals. The setup had you define a group outcome. This will appear as your group Context, which you can change at any time, as well as the name of the group:

1. Select a group from the app's navigation. Look for the names from your setup.
2. Read Context and review the group's members.
3. To make changes, choose Edit Profile from the group's commands.
4. Update the Name or Context, then select Save.

Find Your Check-in

Setup created a Check-in event with yourself. It's time to reflect on your plan and decide what to do next.

1. Select your own name under Me.
2. Look under Upcoming for Check-in.
3. Open it to review or change the date.

If you've already completed it or want to create another one, choose Add action on your own profile. Select Event under Action type, give it a Name and Date, and select Save action.