Settings - Overview

Rui Luis

Last Update hace 2 meses


⚙️ Settings Page Overview

The Settings page allows you to manage your personal profile, account access, subscription preferences, and how you interact with key features like Cycles and notifications. It's organized into five easy-to-navigate tabs:

👤 1. User

Update your personal profile information:

  • Name: Edit the name displayed across the platform.

  • Profile Photo: Upload or change your photo to personalize your experience.

🔐 2. Credentials

Manage your login credentials securely:

  • Email Address: Update the email used for account access and notifications.

  • Password: Change your password at any time.

💳 3. Account

Handle billing and subscription management:

  • Subscription Plan: View and manage your current plan.

  • Billing Details: Update payment information and review invoices.

🗓️ 4. Cycles

Enable and customize Cycles—periods used to organize OKRs and tasks:

  • Enable/Disable: Turn the Cycles feature on or off depending on your planning needs.

  • Cycle Duration: Set how long each cycle lasts (e.g., quarterly).

  • Cooldown Period: Define time between cycles for review or prep.

🔄 When enabled, Cycles become visible across relevant parts of the app like OKRs, Tasks, and Metrics.

🔔 5. Notification Preferences

Control how and when you receive updates:

  • Email Alerts: Choose which platform events trigger email updates.

  • @Mentions: Get notified when you're tagged in comments.

  • Task Reminders: Stay on top of deadlines and follow-ups.

  • Weekly OKR Updates: Receive summaries of progress and performance.

Need help updating your account or subscription? Visit the Account Support section.

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