Welcome to embedADAPT!
Our platform is designed to help your business build resilience, sustainability and scaleability - to help owners of small- to medium-sized businesses thrive and excel. When you first received an invitation to join the platform - you would have been offered a very brief welcome tour showing you around. This page is designed to give you more support as you delve deeper into what you can do.
Note: What you can see and do may be limited by your access permissions. Click here for more information on this.
For general usage
Platform videos
- How to view previous meetings
- Create a new agenda template
- Assigning a meeting item to an employee
- How to add agenda items for a meeting
- How to run a meeting
- Set up a Team meeting
- How to add agenda items to a meeting
- How to import an agenda to a meeting
- How to import an agenda template (video)
- How to schedule a meeting (video)
- How to print a meeting
Actions
- Using team actions
- How do I find closed actions
- How do I assign actions to a personal board?
- How do I assign work actions to a non-team member?
- How to search for an action
- How do I link to other items on the platform?
- How do I view my roles and their tasks?
- How do I view all roles in my organisation?
- Installing the outlook add-in
- How to create an embedADAPT meeting in outlook
- How to link to an existing embedADAPT meeting in outlook
- Configuring Personal Notifications
- Uploading Documents
- Taking a survey (Mobile devices)
Architecture and systemisation
- Task maps components
- How do I create and allocate tasks to a role
As a team leader
- Set team objectives
- How do I move a team from within my organisation?
- Launch a team assessment
- Configure a team
As a cultural leader
- Analyse career valuations
- Completing a career valuation
- Advanced career valuation analysis
- How do I configure the career valuation tool (CVT) questions
- Doing a career valuation for a potential employee
As an organisation leader
- How to capture organisation guidance
- How to create resilient business goals
- Define the economic engine
Architecture and systemisation
- How to move a task map from one system to another
- How do I allocate a role to a person?
- How do I create a new role?
- How do I set up a new role?
- How do I end a role associated with a person?
- How do I deactivate a role?
- How do I reallocate people to a role?
- How do I reactivate a deactivated role?
- How do I update someone's position title?
- Setting up a personal profile
- How do I change my login email?
- External stakeholder directory
- Manage people
- Manage access
- How can I change the access for a user?
- How do I reopen a survey
As an administrator
- Manage people
- Manage access
- Organisation configuration
- Setting your credit card details
- How to configure personal profile categories (video)
- How do I log in
- Access levels
- How to configure calendar integration as an administration
Developer API