<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=296236294594579&amp;ev=PageView&amp;noscript=1">

October 15, 2020

Make a Quarterly Conversation "Formal"

Updates: Feedback

When running a Quarterly Conversation, there is now the functionality to "formalize" it! Making a Quarterly Conversation Formal means a couple things:

  • Users are able to see each parties response when both forms are submitted.
  • Users can run a Meeting after each form is completed. 

This is exactly the same as the current Annual Meeting functionality! 

image-png-Oct-16-2020-01-15-29-53-AM

 

Why Run a Formal Quarterly Conversation

As a member of a conversation, you may want to view responses side by side and keep a record of each parties response. This is helpful if you would like to see these responses in the archive as well. Running a meeting via Ninety can often help with record keeping, and virtual needs!

 

How to Run a Formal Quarterly Conversation

Existing Quarterly Conversations cannot be transitioned into Formal. A new Quarterly Conversation needs to be created, and when being created, toggle on the "Make Formal" option. Once a the Quarterly Conversation is created:

  • Each person will fill out their forms on their own.
  • Once each form is completed, each party will be able to see the other's response.
  • Once each form is completed, a user will be able to run the Quarterly Meeting.

image-png-Oct-16-2020-01-09-20-71-AM

More Quarterly and Annual Conversation updates are coming soon! We will give you the ability to see to-do and measurable information, alongside Rock performance. Let us know what you are interested in seeing.

Subscribe to receive the latest updates!

Not using Ninety yet?

Get started so you can start using these awesome new features!

Schedule a demo or start a 30-day free trial!

Visit The Community

A place for members and prospective members of the Ninety community to connect, share, teach, learn, help and do business together.

Meet companies running on EOS!