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Page introduction

About Kutano

With Kutano, teams stay in sync, manage shifting priorities, and get work done. The heart of the system is the page which your team will use to share the most information that will help you stay in sync. Each team should have a single page. But if you are a member of multiple teams, you can be a member of multiple page - one for each team.

Parts of the page

page screenshot

  1. Date tab bar - this shows the due dates for each of your check-ins. The current check-in date will be on the far left.
  2. Configuration icons
    • Info Information - shows the relevant details about this page: timezone, schedule, members.
    • CustomizeCustomize - brings up a screen that allows you to change the set of sections, the schedule, and the page members. This button will only appear for page administrators.
    • MenuMenu - allows you to execute commands to flip the page axis and to show page details.
  3. Sections - each section provides a specific pieces of information for a column's check-in. In this example, there are 5 sections: Objectives, KPI, Accomplishments, Challenges, and Notes.
  4. Columns - each column represents check-in data for a person or project that will be entered for each week. For any column that is not yet assigned to a user, you can click on the Assign user icon Assign user which will bring up a dialog allowing you to select or invite a user to the page.
  5. Edit check-in - by clicking on this button, you will be taken to the page check-in form where you can enter data for each section.

About the weekly cycle and scheduling

Kutano provides your team with an easy way to collect status and other relevant team information on a periodic basis. By default, the process is setup to recur every week but you can configure it to be every other week or every month if that better fits your teams check-in periods. Furthermore, you can set which day of the week the check-ins are due along with other the day the reminders and reports get sent out. Here is what the process looks like for a team whose page is setup to process on a weekly basis:

weekly-cycle

  1. Members receive reminder email
    Each week the members of the page (your team) will be sent a reminder email like this:
    reminder-email

    The reminders are by default sent on Thursday at midnight (the day before the weekly due date) but can be changed to any time before the due date. See: Setting the schedule.

  2. Submit check-ins
    When you click on the email's Complete check-in button you will be taken to the check-in form in the Kutano application that will appear as follows:
    Check-in-form
    Once you enter your current week's check-in and click Save, you will be returned to the your team's page:
    Check-in-page

  3. Consolidated report
    At the end of the week Kutano will automatically be emailed a report that includes all of the check-ins for the team in an easy to read format.

    The check-in report is sent out by default on Sunday at midnight but you can change it to any time after the due date. See: Setting the schedule for more information.

    check-in-email

Customizing the page sections and layout

A page is made up of multiple sections allowing your team to collect the most relevant data or statuses each week. For example, a marketing team may want to collect Goals, Accomplishments, and Customer Wins as their sections. An executive team may want to keep Objectives, Metrics, Accomplishments, and Notes as their sections. When you add a section, you will be able to choose from a number of section types that help you collect and display the section data in an optimal way. Section types include Text, Number, Objectives, Metrics, Goals, Accomplishments and Problems.

A page template is a pre-build collection of page sections. Kutano provides a number of pre-build templates to get you started but you can also create your own templates if multiple teams want to share the same collection of sections and settings. See About templates for more information.

To configure your page:

  1. Sections - In the example above, the page is configured with 5 sections: Objectives, KPI, Accomplishments, Challenges, and Notes.
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