Performance Scoring includes powerful tools beyond Meetings, Objectives, and Scorecards. These features help users personalize their experience, improve accountability, and get even more value from the platform.
This guide highlights additional features every user and leader should know.
Kanban Boards in Performance Scoring
Performance Scoring includes built-in Kanban Boards to help teams visually manage work and track progress day-to-day.
Kanban is especially useful for:
- Project workflows
- Multi-step deliverables
- Teams that prefer visual task tracking
Cards move through simple stages like:
To Do → In Progress → Done
Kanban supports execution by improving visibility between meetings, reducing bottlenecks, and keeping work aligned with your Objectives, Projects, and Tasks.
You can find Kanban Boards under the Projects icon.
Tip: If a Kanban item becomes urgent or critical, convert it into a formal Task so it stays visible in your weekly meeting agenda.
Take the Mind Mosaic Assessment
The OCEANs Assessment helps users better understand their personality profile and how they naturally operate within a team.
This assessment is especially helpful for:
- Leadership alignment
- Communication improvement
- Self-awareness
- Strength-based development
- Collaboration within Seats
Both users and leadership team members are encouraged to complete it.
You can access the assessment here:
👉 Behavioral Assessments | Performance Scoring
Documenting Mind Mosaic Results
After completing the assessment, each user receives a results code summarizing their personality profile.
It’s important to document this code inside Performance Scoring.
To do this:
- Navigate to Administration → Manage Users
- Select the employee
- Open their Profile
- Enter the Mind Mosaic results code in the designated field or notes section
- Click Save
Storing results in the user profile ensures leadership can reference personality insights during:
- Performance reviews
- Seat discussions
- Conflict resolution
- Team development conversations
Best Practice: Review Mind Mosaic results during leadership sessions to better understand communication styles and natural strengths across your Accountability Chart™.
Rearrange Dashboard Tiles
Your Performance Scoring Dashboard is customizable.
To rearrange tiles:
- Click and hold a tile
- Drag it to your preferred position
- Release to drop it in place
This allows you to prioritize what matters most — whether that’s Tasks, Objectives, Scorecards, or Meetings.
Tip: Place your My Tasks and Scorecard near the top to keep execution visible daily.
Customize Your Dashboard (Paint Brush Feature)
Click the paint brush icon in the top-right corner of your Dashboard to customize:
- Which widgets are visible
- Layout preferences
- Dashboard structure
This allows each user to tailor their workspace based on their Seat and responsibilities.
Tip: Leaders may want Team Dashboards visible, while individual contributors may prefer a simplified personal view.
Manage Platform Notifications
Performance Scoring sends notifications to keep you aligned and accountable.
To manage notifications:
- Navigate to your Profile or Settings area
- Review notification preferences
- Adjust email or in-platform alerts
You can control alerts for:
- Assigned Tasks
- Meeting updates
- Objective or Project changes
- Mentions or comments
Tip: Keep Task and meeting notifications enabled to maintain strong completion rates.
Help & Information Slide-Out
Throughout the platform, you’ll see an information icon (ℹ️) or help icon.
Clicking this opens a slide-out panel with:
- Contextual guidance
- Quick tips
- Feature explanations
This is especially helpful during onboarding or when exploring a new feature.
Tip: Before contacting support, check the Help slide-out — many common questions are answered there.
Promised Tasks
Promised Tasks are commitments made during a weekly leadership meeting.
These are:
- Assigned to one owner
- Given a due date
- Reviewed weekly
Promised Tasks reinforce discipline and accountability between meetings.
Tip: Aim for 90% or higher completion. If your team is consistently below that threshold, discuss it during IDS®.
Change Your Password
To change your password:
- Navigate to your Profile settings
- Select Change Password
- Enter your new credentials
- Save changes
Maintaining secure login information protects your data and organizational access.
Edit Your Profile & Profile Picture
To edit your profile:
- Click your name or avatar in the top-right corner
- Select Edit Profile
From here you can update:
- Name
- Title
- Contact information
- Profile photo
Uploading a profile picture improves clarity during meetings and strengthens team connection.
Tip: Encourage leadership members to upload professional photos for better visibility in the Accountability Chart™.
Final Thoughts
Small adjustments inside Performance Scoring can make a big difference in clarity and usability.
From customizing your Dashboard to managing notifications and completing the OCEANs Assessment, these features help strengthen:
- Alignment
- Accountability
- Visibility
- Execution discipline
Explore these tools regularly to get the most out of your Performance Scoring experience.
>Up Next: Managing Roles in Performance Scoring
