EOS Ninety Knowledge Base

The Process Tool

Published January 23rd, 2024 by Tommy Mains

Documenting Your Processes Process is one of the Six Key Components™ of the Entrepreneurial Operating System® (EOS®). Use our Process tool to identify, define, and document your organization's Core Processes. EOS® defines a Core Process as one of the essential things that need to be done consistently well every time, no matter who is doing it. Each

Exporting Rocks to a Spreadsheet

Published March 6th, 2025 by Tommy Mains

Exporting your Rocks from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. Follow the steps below to export your Rocks effectively. Exporting Rocks to an XLSX File To export one of your team's Rocks, including their Milestones, into an XLSX spreadsheet: Click Rocks from the

Activate Your Phone Number

Published August 23rd, 2023 by Tommy Mains

The instructions below show you how to activate your phone number and retrieve items like To-Dos, Rocks, and Issues via text message. We call this service Henryx. Set Up Your Phone Number Click on your name from the bottom of the left navigation. Click User Settings. Click Account. Enter your phone number. Toggle on Enable MFA. Enter the verificat

1-on-1 Analytics

Published October 7th, 2024 by Tommy Mains

The 1-on-1 Insights Page Use the 1-on-1 Insights Page to see your team's completion of Quarterly Conversations and Annual Reviews, ratings in exhibiting the organization's Core Values, and how well your team members view your leadership and coaching abilities (LMA®). The conversations from your 1-on-1 tool are available for any of your direct repo

To-Dos Analytics

Published March 24th, 2025 by Tommy Mains

To-Dos Insights Page Our To-Dos page in the Insights tool helps you see how effectively your team(s) capture and complete To-Dos. Use the team, date range, and calendar filters to locate the data you want to analyze. Team Filter The options shown in the Team filter depends on your user role: Owners and Coaches can see any team in the organizatio

Managing Rocks and Milestones on Mobile

Published March 17th, 2025 by Tommy Mains

The mobile app lets you quickly and easily view your Rocks and Milestones. Navigating to Your Rocks Tap Rocks on the navigation bar to view your Rocks and Milestones on the mobile app. To access Rocks and Milestones from My 90 on mobile: Tap off track in the Rocks section to view your off track Rocks. Tap due today in the Milestones section to vie

The My 90 Home Screen on Ninety's Mobile App

Published March 17th, 2025 by Tommy Mains

Navigating the My 90 Home Screen (Mobile) Just like our browser-based app on your PC, the My 90 workspace is the home screen in the mobile app. It allows you to view and track task completion and access other parts of the app based on the activities you need to do on the go. Top Navigation Company Logo (Upper Left Corner): The company logo shown r

Directory on Mobile

Published March 17th, 2025 by Tommy Mains

Navigating the Directory on Ninety's Mobile App The Directory in the mobile app provides quick access to information about your organization’s people in a read-only format. Adding Users To add new users to your account, have a current user with Manager or higher permissions access the Directory tool from our web app on their computer. Learn more h

Customizing a Meeting Agenda

Published August 23rd, 2023 by Tommy Mains

Editing an Existing Agenda or Create a Custom Agenda Users with the role of Manager or higher can edit and customize meeting agendas. Read more about roles here. Editing Agendas Click Meetings from the left navigation. Click the Agendas tab. Choose the correct team from the Team dropdown. Click the agenda to edit from the list shown. Customize the a

Individual User Settings

Published March 11th, 2024 by Tommy Mains

Accessing Your Settings User settings allow you to change your own Ninety experience without affecting the rest of your company. To access user settings: Click your name from the left navigation. Click User Settings. Settings Options On the left side of your screen, you'll find the following User Setting pages, Profile Account Preferences Noti

Introduction to Ninety

Published August 2nd, 2024 by Tommy Mains

How Ninety Improves Team Performance Ninety is a comprehensive software solution for teams to work more effectively toward achieving their vision. Our tools help you run better meetings, measure performance, and increase transparency. Explore our site to learn more about us. Watch the video below for an overview of what we offer to teams like yours.

Meetings Analytics

Published February 24th, 2025 by Tommy Mains

Meetings Insights Page Our Meetings page in the Insights tool helps you analyze your teams' meeting performances based on their meeting ratings. Hover your cursor over any point on one of the first four cards to view that selected reporting period's data on the other three cards as well. Use the team, date range, and calendar filters to locate the d

Using the Directory

Published October 14th, 2024 by Tommy Mains

What Is the Directory? Our Directory tool is the central location to manage all the users on your Ninety account. Use the Directory to: Add users to Ninety Change user roles and permissions Assign users to teams Deactivate users (remove their paid license) Delete users (remove them from your account) View user bios The video below offers basic ins

Managing To-Dos on Mobile

Published March 17th, 2025 by Tommy Mains

The mobile app allows you to quickly and easily see how many time-sensitive To-Dos you have, view a filterable list of your To-Dos, edit your existing To-Dos, and create new To-Dos. Navigating to Your To-Dos Tap To-Dos on the navigation bar to view your To-Dos list on the mobile app. To access To-Dos from My 90 on mobile: Tap the Overdue button t

Accessing Support from Mobile

Published March 17th, 2025 by Tommy Mains

Accessing Help and Support from the App Instant help and support are available in the mobile app to ensure you can easily navigate the different features. To access help and support: Tap on your Avatar in the upper right corner of your screen. Tap Help & Support from the dropdown to access support. From there, you can: Chat with a support chatbo

Using the Headlines Tool

Published January 9th, 2024 by Tommy Mains

Use the Headlines tool to read, create, and share announcements that usually don’t require a discussion or need additional action items. Headlines and Cascading Messages function the same. Typically, organizations use Headlines for team announcements to be read during meetings and Cascaded Messages for announcements they want to share with other tea

How to Create Rocks in Ninety

Published March 6th, 2025 by Tommy Mains

Documenting your Rocks in NInety gives your organization a centralized platform to record its progress quarter after quarter. Most teams identify Rock candidates during Quarterly Planning Meetings and refine their scope during the first couple weeks of the quarter. Tip: Use our Insights tool to track Rock and Milestone progress. What Are Rocks? Ro

Creating Issues

Published September 10th, 2024 by Tommy Mains

Issues are the problems, obstacles, ideas, or opportunities teams discuss and solve during meetings. Our Issues tool captures and stores your team's short- and long-term Issues. Short-term Issues are discussed and solved during weekly team meetings. Long-term Issues are prioritized, discussed, and solved during quarterly and annual team meetings.

Smart Measurables

Published August 23rd, 2023 by Tommy Mains

Using Smart Measurables for Added Functionality Smart Measurables allow users to automatically perform calculations and input scores by forming mathematical expressions, which can include using existing Measurables as variables. Smart Measurables can use the following basic mathematical operators, including order of operations formulas with parenthe

Issues Analytics

Published February 27th, 2025 by Tommy Mains

Issues Insights Page Our Issues page in the Insights tool has one data visualization card that analyzes how successfully your teams resolve short-term Issues. Use the team, date range, and calendar filters to locate the data you want to analyze. Team Filter The options shown in the Team filter depends on your user role: Owners and Coaches can se

Introduction to Insights

Published November 22nd, 2024 by Tommy Mains

What Is the Insights Tool? The Insights tool provides valuable visualizations of how your teams use Ninety. Use it to gain insights into how your teams are using Ninety and how effective they are with each tool. Since each tool represents a discipline of how great organizations are run, you can use this information to help gauge the help of your tea

Introduction to Mobile Application (Beta)

Published March 17th, 2025 by Tommy Mains

What Is the Mobile App? The Ninety Mobile App is a simple, easy-to-use version of the Ninety platform specifically designed for mobile devices that allows you to stay connected with your team and manage your daily tasks and work activities anytime, anywhere. Whether you're tracking Rock completion, checking off to-dos, completing a Quarterly Discuss

Introduction to the Knowledge Portal

Published October 25th, 2024 by Tommy Mains

What Is the Knowledge Portal? The Knowledge Portal is our in-platform hub for understanding how to better use Ninety to empower your organization running on the Entrepreneurial Operating System® (EOS®). The Knowledge Portal's homepage is a library of collections accessible to your teams. The 90 Resources Collection The 90 Resources collection hold

Using Partner Hub (A Coach's Tool)

Published March 14th, 2024 by Tommy Mains

What Is Partner Hub? Partner Hub is a versatile tool for coaches, implementers, and partners using Ninety. It simplifies client management, enables template customization, and streamlines referral tracking. This tool is tied to a coach, implementer, or partner account and applied across the user's assigned companies. If you do not see this tool,

Archiving Items

Published August 23rd, 2023 by Tommy Mains

What Is the Archive? Each tool has its own archive where completed items are saved for each team. To view archived items, click the Archive toggle on the filters bar. While viewing the archive, you can perform the following actions: Click the Team dropdown to view another team's tool archive. Click the arrow-circle icon to refresh the page. Clic

Rocks Analytics

Published November 21st, 2024 by Tommy Mains

Rocks Insights Page Our Rocks page in the Insights tool has three data-visualization cards to asses your teams' performances on their quarterly goals. The cards are: Rock Progress, which is a stacked bar chart Milestones: Progress to Completion, which is a burndown-style chart Milestones: Revised due dates, which is a bar chart Use the Team, Typ

Upload Your Data

Published August 23rd, 2023 by Tommy Mains

Our Data Transfer Services Tired of your data being siloed? We can import all your data onto Ninety for free. What Information Can I Transfer? Scorecard Measurables from the previous 13 weeks Headlines V/TO®️ Accountability Chart®️ Items that are archived or active from the last 12 months, such as: Rocks To-Dos Issues Send Us Your Data Our Suppo

Creating To-Dos

Published January 5th, 2024 by Tommy Mains

Types of To-Dos Creating To-Dos in Ninety allows you to keep track of tasks that need to be completed by you or your team. Each type gives you the option to make it a repeating To-Do, saving you time by automatically creating the To-Do at your chosen cadence. Team To-Dos Team To-Dos are the default in Ninety. They allow your team to have visibility

EOS Focus Day®, Powered by Ninety

Published November 13th, 2024 by Tommy Mains

After the 90-Minute Meeting at the very start of the EOS Process®, organizations adopting the Entrepreneurial Operating System® hold a full-day meeting called the Focus Day®. This meeting is designed to give leadership teams some basic tools to break through the ceilings currently holding back their progress. EOS Focus Day Objectives Explain the Fiv

The V/TO®

Published January 22nd, 2024 by Tommy Mains

The Vision/Traction Organizer® (V/TO®) The V/TO® is a long-term strategic plan created by leadership. The goal of the V/TO is to document your organization’s identity and future plans. Learn more about the V/TO in this blog from Kris Snyder, Professional EOS Implementer®, and this video. Watch this video for an overview of our V/TO tool. Sharing t

Custom V/TO Feature

Published September 12th, 2024 by Tommy Mains

Customizing your team's or organization's V/TO tool allows you to document all the features defining your organization now and where you want to be in the future. To enable the custom Vision configuration as an owner or admin (Company Settings > Configuration): Click your name from the bottom of the left navigation. Click Company Settings. Scroll

Creating New Teams

Published January 8th, 2024 by Tommy Mains

Creating a New Team To create new teams or edit existing ones, users must have the role of owner, admin, manager, or implementer. Click your name from the bottom of the left navigation. Click Teams. Click Create Team. Write the Team's Name. Click Add. Selecting the Team's Type After creating the Leadership Team, each formed team starts as a depart

Reporting, Analytics, and Data Visualization in Ninety

Published February 28th, 2025 by Tommy Mains

What Happened to Dash? We have deprecated our initial data visualization tool, Dash. We're actively replicating and improving Dash's functionality in our updated tools, like Insights and Scorecard . Use these tools to view reporting analytics from your teams' and company's data from our most-used tools, including filters and drill-in tables. The too

The Measurable Manager

Published January 14th, 2025 by Tommy Mains

Measurable Manager Our Measurable Manager is a centralized hub designed to simplify the way you manage your organization's Measurables. Accessible to users with Admin, Owner, or Coach roles only, this tool allows you to organize, filter, and update Measurables efficiently. With the ability to view all active and archived Measurables in one place, us

Quarterly Discussions and Assessments on Mobile

Published March 17th, 2025 by Tommy Mains

The mobile app allows you to create and prepare for your Quarterly Discussions, view a list of current and past Quarterly Discussions, launch Assessments deployed to teams you select, complete Assessments assigned to you, and view the results of Assessments. Navigating to Discussions and Assessments Tap People on the navigation bar to view your Disc

Managing Issues on Mobile

Published March 17th, 2025 by Tommy Mains

The mobile app allows you to quickly and easily see how many high-priority and recent Issues you own, view a filterable list of short- and long-term Issues owned by members of your team(s), edit existing Issues, and add new Issues. Navigating to Your Issues Lists Tap Issues on the navigation bar to view the Issues tool on the mobile app. To acces

Creating and Updating Measurables

Published September 6th, 2024 by Tommy Mains

What Are Measurables? A Measurable is a quantifiable metric tracked by a person, team, or organization to assess performance. Measurables form Scorecards teams use to monitor performance across time. Often, your Scorecard will mix leading and lagging indicators of success. Lagging indicators tell us about what's already happened — like revenue gener

Cancel Your Account

Published August 23rd, 2023 by Tommy Mains

Canceling Your Subscription Click your name at the bottom of the left navigation. Click Billing. Click Cancel my subscription. Fill out the exit form. Click Continue. Click Cancel subscription. Only Owners and Admins can cancel a subscription.

Linking Items

Published June 18th, 2024 by Tommy Mains

Linking connected items in Ninety helps teams document progress, clarify dependencies, and prioritize objectives. Users can create as many linked items from existing items as needed. For example, all Issues, To-Dos, and Headlines relating to a single Rock can be created as linked items from that Rock. To create a linked item from an existing item: C

Billing and Payments

Published February 27th, 2024 by Tommy Mains

The Billing Page Users with Owner, Admin, and Coach roles can review the billing page. Follow these steps to review your billing information: Click your name from the bottom of the left navigation. Click Billing from the popup. Updating Your Payment Method From Billing settings, here's how to update your payment method through Stripe, our me

Making Rocks SMART

Published August 23rd, 2023 by Tommy Mains

When building a Rock, be as detailed as possible to make expectations clear for completing the goal by the end of the quarter. We recommend adding Milestones and making the Rock SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) whenever possible. SMART Methodology When creating Rocks, make them SMART. Feel free to copy and paste t

Using the Scorecard Tool

Published May 24th, 2024 by Tommy Mains

Overview of the Scorecard Tool This article focuses on setting up and organizing your team's Scorecards. Learn how to create, edit, and manage your Measurables here. Operating Scorecards According to Your User Role The Scorecard tool's functionality changes based on each user's role in Ninety. Click here for a basic understanding of user permiss

Level 10 Meetings, Powered by Ninety

Published March 1st, 2025 by Tommy Mains

A Level 10 Meeting™ is a weekly, structured meeting designed to help leadership teams stay focused, solve Issues, and drive accountability. It follows a strict agenda and is a key to running on EOS® (Entrepreneurial Operating System®). Integrating these meetings into your weekly routine using Ninety's platform allows you to streamline processes and

Microsoft To-Dos Integration with Ninety

Published December 9th, 2024 by Tommy Mains

Ninety To-Dos and Microsoft Tasks The Microsoft To-Dos integration with Ninety allows users to seamlessly sync their assigned tasks, ensuring efficient task management across both platforms. This integration eliminates the need for manual data entry, reduces the risk of forgetting tasks, and helps users stay organized by consolidating their to-dos i

Add Ninety to a Phone's Home Screen

Published January 31st, 2024 by Tommy Mains

Below are instructions for adding Ninety to an iPhone or Android home screen. These steps allow one-click access to Ninety's web-based platform so that it works just like an app. Always use the default browser: Safari for iPhone and Google Chrome for Android. iPhone Open Safari. Visit https://app.ninety.io/login and log into your account. Click

Organizing Accountability Chart™ Seats

Published August 23rd, 2023 by Tommy Mains

Customize your Accountability Chart™ by adding, editing, and organizing the Seats to fit your needs. Users with Manager or higher permissions can organize the Accountability Chart in the following ways: Creating new Seats Assigning users to a Seat Deleting Seats Rearranging Seats Cloning Seats Click through the tabs below to learn how. Creating Ne

User Roles and Permissions

Published August 23rd, 2023 by Tommy Mains

How Do Roles Work? Roles dictate what content you can edit or view within Ninety, including access to tasks such as inviting new users or updating billing options. Here is a general overview of each role's capabilities: Owners have visibility and editing access to all teams and tools, full control of company settings, and the ability to update billi

1-on-1 Meetings: Quarterly and Annual Discussions

Published August 23rd, 2023 by Tommy Mains

Quarterly Discussions and Annual Reviews This article provides best practices for completing your review, explaining the different sections of the forms, what each party sees, and the differences between Quarterly Discussions and Annual Reviews. Watch this video for an overview. What Are Quarterly Discussions and Annual Reviews? Quarterly Discussi

Company Settings

Published February 15th, 2024 by Tommy Mains

Accessing Company Settings Owners, Admins, and Coaches can access company settings by clicking on their name at the bottom of the left navigation and then clicking Company Settings to adjust the following options: Configuration — document your company's name and colors and adjust individual tool features. Teams — create, classify, edit, and delete t

Using the Create Button

Published August 23rd, 2023 by Tommy Mains

The Universal Create Button From anywhere on Ninety's platform, the Create button is on the upper right-hand corner making it easy to create a new item. The default item you'll create is an Issue, but automatically updates based on the tool page you're on. For example, if you're on the To-Dos tool and click the Create button, the item defaults to a

Scheduling Meetings

Published October 11th, 2024 by Tommy Mains

The Upcoming Meetings Page Use the Upcoming page in the Meetings tool to start, join, or schedule a team meeting. To schedule a meeting for your team: Click Meetings from the left navigation. Select the intended team from the Team dropdown. Click Schedule a Meeting. Choose an agenda from the Select Agenda dropdown. Click the calendar icon to select

The Accountability Chart

Published August 23rd, 2023 by Tommy Mains

Get Started with the Accountability Chart The The Accountability Chart®️ begins with five pre-filled Seats: Visionary Integrator™ Sales/Marketing Operations Finance Each Seat is entirely customizable to fit your needs. The Accountability Chart tool will grow with you as you add more departments, teams, and employees. To learn more, read our blog, "E

Printing To-Dos

Published August 26th, 2024 by Tommy Mains

Printing To-Dos Users can print the To-Dos list from any of their teams using the To-Dos tool. To print one of your team's To-Dos lists: Click To-Dos from the left navigation. Select one of your teams from the Team dropdown. Click the PDF icon on the far right of the Filters bar. Click Print on the popup to save your list as a PDF. Print the PDF or