EOS Ninety Knowledge Base

Stay Updated with Ninety's In-App Notifications and Alerts

Published January 6th, 2026 by Tommy Mains

How In-App Notifications Work in Ninety Ninety's notification system keeps you informed about important updates across your Rocks, Milestones, To-Dos, Issues, Headlines, and Cascading Messages. With the in-app notification feed and push notifications for web and mobile, you'll never miss critical assignments, comments, or @mentions from your team.

Ninety's Default Measurables

Published August 23rd, 2023 by Tommy Mains

What Are the Default Measurables on Scorecards When you create a Ninety account, the Leadership Team's quarterly Scorecard comes pre-loaded with 17 default Measurables. These are the metrics EOS® practitioners most commonly track at the leadership level: key financial indicators, subjective performance ratings, and a proficiency score for each of th

Printing To-Dos and Exporting to PDF

Published April 22nd, 2025 by Tommy Mains

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 filters bar. Choose the PDF's page orientation from the popup. Click Print. To print your team's archived To-Dos

Archiving and Deleting Rocks

Published April 22nd, 2025 by Tommy Mains

The Rocks archive saves all your historical quarterly goals data in a central location. Your team's Rocks are automatically sent to the archive after concluding a quarterly meeting, but you can also archive or delete Rocks at any time from the Rocks tool. Archiving Rocks Archiving a Rock moves it from your active workspace to the archive, preserv

Measuring Your Six Key Components® with the Org Assessment

Published August 23rd, 2023 by Tommy Mains

How to Use the Org Assessment in Place of the Organizational Checkup® in Ninety The Organizational Checkup® is an EOS® Worldwide survey that measures your organization's health across the Six Key Components®. The official Organizational Checkup® is not included in Ninety's Assessments tool, but Ninety provides an Org Assessment, a built-in assessmen

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 Meetings Tool

Published August 12th, 2024 by Tommy Mains

✨ Summarize this article Ninety's Meetings Tool for EOS® The Meetings tool powers all your organization's team meetings. This article explains how to use Ninety's Meetings tool while using the Entrepreneurial Operating System®, including: How to start a meeting How to join a meeting in progress What a meeting's rating means What's included in the re

Delegate & Elevate: Access the Key Leadership Ability from Ninety's Mobile App

Published April 23rd, 2026 by Tommy Mains

How to Use Delegate & Elevate in Ninety Delegate & Elevate is an EOS® tool that helps leaders identify which tasks to keep doing and which to hand off so they can spend more time on work they love and do best. The Ninety mobile app brings this exercise into a persistent, private digital system: capture your tasks, sort them into four quadran

Receiving Notifications for Rocks

Published April 22nd, 2025 by Tommy Mains

How to Receive Notifications for Your Rocks You can easily set up notifications from Ninety to receive timely reminders about your Rocks and Milestones. There are two primary forms of notifications: Daily summaries of your tasks, including upcoming and past due Rocks. Event notifications when you're set as the owner of an item or when someone commen

How to Create a New Company as a Current Ninety User

Published July 23rd, 2025 by Tommy Mains

As an existing Ninety user, you can create a new company in Ninety in just a few clicks — each company has its own separate data, users, and billing. Creating a New Company as a Coach, Implementer, or Partner If you're a partner with Ninety (such as a business coach or EOS Implementer), use Partner Hub to creat a new company. Learn how here. W

Transferring and Uploading Your Existing Data to Ninety

Published August 23rd, 2023 by Tommy Mains

How to Transfer and Upload Your Existing Data to Ninety Ninety's support team can upload your existing business data to your account so you don't have to start from scratch. Whether you're new to Ninety or migrating from another platform like Bloom Growth, we can transfer your Rocks (your 90-day priorities), To-Dos, Issues, Scorecard Measurables, an

Bulk Importing Users to Ninety

Published May 6th, 2025 by Tommy Mains

Owners and Admins can use the Data Upload tool to bulk import users to the Directory. Navigate to Company Settings > Data Import or start from the Directory: Click Directory from the left navigation. Click the Import users via CSV button on the top right of the page. Verify you're ready to proceed, then click Proceed. Download our template. Foll

Private To-Dos

Published August 23rd, 2023 by Tommy Mains

A private To-Do is a task to complete that doesn't correspond to any of your teams. The team doesn't need to track its progress or discuss it in meetings. These can be things for day-to-day work or reminders for personal tasks. Private To-Dos appear on both your My 90 workspace and the To-Dos page . Creating a Private To-Do Whenever you create a

User Roles and Permissions

Published August 23rd, 2023 by Tommy Mains

✨ 60-second summary 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 a

Adding and Inviting Users to Your Account

Published April 30th, 2025 by Tommy Mains

To add a new user to your account: Click Add Teammates from the left navigation. Select the user's role from the Role access dropdown. Add an email address. Select their team(s) in Ninety with the Team(s) dropdown. Click [ Add another user] to continue or [Add teammates] to complete this action. To add several users at once, use our import users o

How to Transfer Account Ownership When the Owner Leaves Your Company

Published January 5th, 2026 by Tommy Mains

When the person who originally set up your Ninety account leaves your company, you may find yourself locked out of critical functions like managing billing, adding or removing users, or canceling your subscription. This article explains how to transfer ownership to a new person so you can maintain full control of your account. Understanding the Ow

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

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

Creating To-Dos

Published January 5th, 2024 by Tommy Mains

Creating To-Dos in Ninety allows you to keep track of tasks or items that need to be completed by you or your team need to complete. To-Dos appear on both your My 90 workspace and the To-Dos page . There are two main types of To-Dos: Team and Private. Each type of To-Do allows you to make it a repeating To-Do, saving you time by automatically creati

Understanding EOS: A Glossary of Key Terms and Concepts

Published September 22nd, 2025 by Tommy Mains

✨ Help me learn more about EOS ✨ If you're new to EOS® (the Entrepreneurial Operating System®) or to using Ninety, you might feel confused by terms like "Rocks," "V/TO®," or "Level 10 Meeting™." This glossary explains every EOS term you'll encounter and shows you exactly where to find these features in Ninety. Most Common EOS Terms Rocks = Your quar

Adding Milestones to Your Rocks

Published April 22nd, 2025 by Tommy Mains

How to Add Milestones to a Rock in Ninety Milestones are checkpoints that help your team make steady progress toward a Rock (your 90-day priorities in the Entrepreneurial Operating System®, or EOS®). Instead of treating a Rock as one big deliverable due at the end of the quarter, milestones let you break it into specific tasks with individual due da

Microsoft To-Dos Integration with Ninety

Published December 9th, 2024 by Tommy Mains

How to Sync Your Ninety To-Dos with Microsoft To Do, Outlook, and Planner The Microsoft To-Dos integration connects your Ninety To-Dos to your Microsoft task account. Once enabled, any To-Do assigned to you in Ninety automatically appears in Microsoft To Do, where it becomes visible in Outlook and Planner as well. The integration is available to all

Monday.com To-Dos Integration

Published October 20th, 2025 by Tommy Mains

How to Integrate with Monday and Ninety ✨ Summarize this article Ninety's monday.com integration allows you to sync To-Dos from one of your teams in Ninety with a table on one of your monday.com boards. This integration is built for teams already using monday.com for project management and Ninety for whole-company operating. With Ninety and monday.c

Renewal Reminder Emails for Annual Subscriptions

Published April 14th, 2026 by Tommy Mains

How Annual Subscription Renewal Reminders Work in Ninety Ninety sends automatic email reminders before your annual subscription renews. These emails give Owners, Admins, and your designated billing contact time to review license counts, confirm payment details, and make any changes before the renewal charge is processed. Monthly subscriptions do not

Assigning and Unassigning Users on the Accountability Chart

Published April 29th, 2025 by Tommy Mains

After creating a structure for your departments, teams, and seats, you'll want to start assigning team members. Users should regularly review the roles and responsibilities for their Seats and discuss any discrepancies with their manager. Assigning a User to a Seat To assign a user from your Directory to a Seat: Click Accountability Chart from the

Customizing Your Issues Tool Through Settings

Published April 30th, 2025 by Tommy Mains

Users with the role of Manager or higher can customize their team's Issues tool to fit how they operate. Accessing Issue Settings To access your team's Issue settings, click the gear icon () on the far right of the filters bar. Only users with the proper permissions can view and change these settings. If you don't see the gear icon, you don't have

Using the Issues Tool

Published April 30th, 2025 by Tommy Mains

Using the Issues Tool All Ninety users can view their team's Issues lists with the Issues tool . However, only licensed users can add Issues to a team's list. Navigating the Issues Page Navigating the Issues Page Use the following filters to sort through Issues effectively: Short-Term or Long- Use the following filters to sort through Issues effec

Using the Scorecard Tool

Published May 24th, 2024 by Tommy Mains

✨ 60-Second Summary The Scorecard Tool The Scorecard tool simplifies setting up and managing your team’s Scorecards to keep track of goals on five levels: Organization-wide Leadership Team Departmental Teams Individuals Reviewing the Scorecard tool every week is a critical function of team meetings. Operating Scorecards According to Your User Rol

Creating and Updating Measurables

Published September 6th, 2024 by Tommy Mains

How to Create and Update Measurables in Ninety Measurables are the quantifiable metrics your team tracks on its Scorecard (your weekly metrics dashboard) to monitor performance against goals. To add a Measurable to your team's Scorecard in Ninety, you can either create a brand-new one or add one that already exists in your organization. Owners, Adm

Making Rocks SMART

Published August 23rd, 2023 by Tommy Mains

Rocks are your team's 90-day priorities. These are the handful of goals that matter most this quarter. A well-written Rock removes ambiguity, making it so everyone on your team knows what success looks like, who owns it, and when it's due. The SMART framework gives you a consistent structure for capturing that clarity before the quarter begins. Own

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.

Removing Users from a Team

Published April 30th, 2025 by Tommy Mains

To remove a user from a team, follow the directions below. To learn how to remove a user from Ninety, click here. For Owners, Admins, or Coaches: Click your name from the left navigation. Click Teams from the popup. Click the team from which you want to remove members. Click the trashcan icon () next to the team member to remove in the pop-up window

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

Running the Segue Section in Your Meeting

Published April 13th, 2026 by Tommy Mains

How to Run the Segue Section in Your Meeting in Ninety The Segue is the opening section of the default Level 10 Meeting® agenda. It helps your team mentally transition from their day-to-day work into the meeting. Ninety's Segue section now includes two components: An Attendance card that shows who has joined the meeting. A Sharing card that cycles

EOS Resources

Published November 24th, 2025 by Tommy Mains

How to Find EOS® Resources for Your Team Running on EOS® means you're never short on questions about the tools, the process, or the system itself. Ninety is the longest-serving, most comprehensive software solution for companies running on EOS. This article points you to the resources available through Ninety and the broader EOS community, from find

Creating and Documenting Goals on the Traction® Page

Published May 8th, 2025 by Tommy Mains

The V/TO® tool's Traction® page is available to all subscription levels. Every team has its own, customizable Traction® page. Permissions Required for Editing the V/TO's Traction Page For the Leadership Team, only Owners and Admins can edit the leadership team's Vision, Traction, and SWOT pages. Users with Manager or higher permissions can edit

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.

Sending and Receiving Issues Between Teams

Published August 23rd, 2023 by Tommy Mains

Every team in Ninety can raise Issues, but not every team is equipped to discuss and solve their Issues. Your team's Issues lists are located in our Issues tool . When another team sends an Issue to your team, it will appear on a separate list above yours. When you send an Issue to another team, a new “Sent to Other Teams” Issues list appears below

How to Upgrade from a Free Trial to a Paid Subscription

Published July 22nd, 2025 by Tommy Mains

New companies in Ninety always start with a free 30-day trial of Ninety with all our available features. When you're ready to select a subscription plan, all your data and account preferences will remain intact. Get Started for Free How to Upgrade from Trial to Paid Transitioning from your 30-day trial to a paid account is simple. Follow these st

Navigating the Issues Page

Published April 30th, 2025 by Tommy Mains

Use the following filters to sort through Issues effectively: Short-Term or Long-Term Issues Team dropdown Archive toggle Search bar Issues Page The Issues tool first organized by teams and then by Issue type. The Short-Term and Long-Term tabs bring you to a unique page with separate Issues lists for either your team's immediate or long-term plann

Organizing Scorecards with Groups

Published April 19th, 2025 by Tommy Mains

How to Create and Manage Scorecard Groups in Ninety Scorecard groups let you organize related Measurables (the quantifiable metrics your team tracks each week) into labeled sections on your team's Scorecard. Instead of displaying every Measurable in a single list, groups let you cluster them by team member, by Seat, by goal area, or by any structure

Troubleshooting Invitation Issues and Resending Invites

Published September 5th, 2025 by Tommy Mains

Team collaboration starts with getting everyone into Ninety. While inviting teammates is typically straightforward, invitation delivery problems or acceptance issues can occasionally occur. This guide walks you through the most effective solutions to ensure your team members can successfully join your account. When Team Members Haven't Received Th

Ninety Does Not Record Audio or Video — Remote Meeting Setup Guide

Published August 22nd, 2025 by Tommy Mains

Does Ninety Record Audio or Video? No, Ninety does not record any audio or video of your meetings. Our Meetings tool focuses on capturing structured meeting data instead of audio/video recordings. What Ninety DOES capture: Headlines and Cascaded Messages covered Issues solved during the meeting To-Dos created and assigned Notes taken within the plat

Navigating the Scorecard Tool

Published April 19th, 2025 by Tommy Mains

How to Navigate the Scorecard Tool in Ninety The Scorecard tool is where your team tracks its Measurables (the quantifiable metrics that tell you whether your business is on track). To open the Scorecard tool, click Scorecard from the left navigation, then select your team from the Team dropdown. Each team in Ninety has four Scorecards — Weekly, Mo

Performing Bulk Actions in the Scorecard Tool

Published April 19th, 2025 by Tommy Mains

How to Use Bulk Actions in the Scorecard Tool Ninety's Scorecard tool includes two types of bulk actions: Checkbox-based actions that let you manage multiple measurables at once (such as moving, duplicating, or removing them from a group) Paste actions that let you bring in data from an external spreadsheet in a single step. Owners, Admins, Manage

Managing Profile Photos in Ninety

Published September 8th, 2025 by Tommy Mains

Profile photos help personalize your Ninety experience and make your teams more recognizable across the platform. This article covers everything you need to know about managing profile pictures in Ninety. How to Upload or Change Your Profile Photo Managing your profile picture in Ninety is straightforward. Follow these steps to upload or update yo

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

Adding Users to a Team

Published April 30th, 2025 by Tommy Mains

Once a user is assigned to a team, other team members can assign them Rocks, To-Dos, and Issues. Follow these steps to add users from your Directory to an existing team. For Owners, Admins, or Implementers: Click your name from the left navigation. Click Teams from the popup. Click the team to which you want to add members. Click the profile icon ()

How to Schedule a Demo with Ninety

Published September 10th, 2025 by Tommy Mains

Ready to see how Ninety can transform your team's performance? Scheduling a demo is the first step to discovering how our comprehensive software solution helps teams work more effectively toward achieving their vision. Schedule a Call What Is a Ninety Demo? A Ninety demo is a personalized session where you'll see our platform in action. Our onboar

Managing Ninety's Display Themes

Published July 10th, 2025 by Tommy Mains

Do you prefer dark mode? We have several customizable options to help you control Ninety's look and feel. Company leaders can incorporate brand elements for the whole company and customize each tool's terminology. Individuals can adjust their profile settings and select dark or dual display. How to Change Display Themes on Mobile Our mobile app in

Navigating the Accountability Chart Tool

Published April 29th, 2025 by Tommy Mains

All users can use the following to adjust their view of the Accountability Chart or navigate through the tool: Search box — type in a user's name or Seat title Collapse () — collapse a layer (or all layers if clicked at the top of the page) Expand () — expand/open a layer (or all layers if clicked at the top of the page) Zoom in () Zoom out () Reset

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

ClickUp + Ninety: Zapier Workflows

Published February 13th, 2026 by Tommy Mains

Why connect Ninety and ClickUp Many teams run on EOS with Ninety to track commitments from Level 10 Meetings, but manage detailed task execution in ClickUp. Without integration, team members spend time duplicating To-Dos across systems, updating completion status in both systems, and manually keeping priorities in sync. Zapier automates the connecti

Creating and Editing Headlines

Published April 28th, 2025 by Tommy Mains

Share announcements during meetings to keep your team aware of relevant updates. The Headlines tool allows you to create and manage Headlines. Reading Headlines is a core component of the Weekly Level 10 Meeting agenda. These are news items worth sharing, but may not need further discussion. If a Headline warrants further discussion, right-click it

Printing Headlines and Exporting to PDF

Published April 28th, 2025 by Tommy Mains

Users can print Headlines from any of their teams using the Headlines tool. To print one of your team's Headlines lists: Click Headlines from the left navigation. Select one of your teams from the Team dropdown. Click the PDF icon () on the filters bar. Choose the PDF's page orientation from the popup. Click Print. To print your team's archived

Todoist + Ninety: Zapier Workflows

Published February 17th, 2026 by Tommy Mains

Why connect Ninety and Todoist Many individuals run on EOS with Ninety to track team commitments from Level 10 Meetings, but manage their personal execution and daily tasks in Todoist. Without integration, you spend time manually copying To-Dos between systems, updating completion status in both places, and keeping your personal task list aligned wi

Customizing 1-on-1 Review Questions

Published May 9th, 2025 by Tommy Mains

Admins, Owners, and Coaches can use the 1-on-1 tool to customize commitments and questions used in Reviews. Any changes to commitments or Review questions are made for the whole organization. Customizing the questions and commitments used in a quarterly review or annual review is a great way to keep these important conversations tailored to the

Knowledge Portal Print Limitations and Alternative Solutions

Published August 15th, 2025 by Tommy Mains

Can I Print Directly from the Knowledge Portal? The Knowledge Portal does not have built-in export or print functionality. While you can use your browser’s print option (Ctrl+P or Command+P), it often cuts off content and produces incomplete or hard-to-read results. What Are My Options If I Need Printed Content? We understand that some users still

Archiving the V/TO®

Published May 8th, 2025 by Tommy Mains

When you run a Quarterly Meeting, a copy of your V/TO® is automatically archived, or you can manually save it by clicking Archive > Custom Vision Feature. All text you have entered along with Issues, Rocks, and Goals are saved and stored in the View Archived Visions section. How to Archive a Copy of Your V/TO® To archive your team's current V/TO®

Prioritizing and Ranking Issues

Published August 23rd, 2023 by Tommy Mains

Issues are the heart of our team meetings. We join together to Issue, Discuss, and Solve (IDS®) the Issues most pertinent to our week, quarter, or year responsibilities. Methods of Prioritization We have four primary ways to prioritize Issues during a meeting: Ranking 1-5 Top 3 selector Drag and drop Issues Voting Incorporating one or more of thes

What's Included on Ninety's Free Plan

Published July 1st, 2025 by Tommy Mains

Our free plan is designed to help leaders organize their structure and vision with a focused set of foundational tools at no cost. Whether you're exploring business operating systems for the first time or are looking for a software solution that's been purpose-built for small and midsize organizations based on proven best practices, Ninety makes it

Tracking Team Learning in the Knowledge Portal

Published June 9th, 2025 by Tommy Mains

Organizations use Ninety's Knowledge Portal to document key information for their teams to learn, grow, and thrive in their role, such as: Standard Operating Procedures (SOPs) Onboarding materials and guides Core business processes Team- or Seat-specific details Professional development/training documentation How to Assess Team Progress As you a

Using the Knowledge Portal

Published November 13th, 2024 by Tommy Mains

What Is the Knowledge Portal? The Knowledge Portal is a learning and documentation hub inside your Ninety account. It gives your team access to step-by-step training and reference materials related to the Ninety platform and your organization's business operating system. To access the Knowledge Portal, click Knowledge from the left navigation. How

Create and Customize Your Meeting Agendas

Published August 23rd, 2023 by Tommy Mains

Editing any of our custom agendas or creating your own is a powerful way to make your meetings work for your team. Companies on the Accelerate or Thrive subscription tiers can create and customize agendas. Coaches and partners who have customized agendas in Partner Hub can push them to their clients on the Accelerate or Thrive tier. Editing a

When to Use the Tangent Button

Published January 6th, 2026 by Tommy Mains

“Beware of the tangents that exist in most unproductive meetings. That is when people start getting off the subject and going down rabbit holes.” — Gino Wickman & Tom Bouwer, What the Heck Is EOS? The Tangent Button helps any meeting attendee signal when discussions veer away from the agenda. This creates shared accountability for staying focuse

Creating and Reading Headlines on Mobile

Published May 14th, 2025 by Tommy Mains

You can use Ninety's mobile app to create, edit, and read your team's Headlines. Learn more about our new mobile app here. Viewing Headlines To view your team's Headlines on the mobile app, tap the megaphone icon () at the top of the screen. Tap any tool on the bottom navigation to exit the Headlines page. Tap any of the listed Headlines to open i

Recovering a Deleted Group or Measurable in Ninety

Published July 18th, 2025 by Tommy Mains

How to Recover a Deleted Group or Measurable in Ninety If you've deleted a Scorecard group or removed a Measurable, the data is almost certainly still in your account. Ninety preserves all Measurable data even when items are removed from a Scorecard. What you've lost is the organization — the group container and the arrangement of Measurables within

Data Export and Print Options in Ninety

Published August 23rd, 2023 by Tommy Mains

Ninety allows you to export your team's data to PDF and spreadsheet formats from most tools. Exports are generated based on what you're currently viewing, including: The team you have selected. The date range applied. Whether archived items are toggled on. There is no single "export everything" button; each tool is exported separately. Owners, A

Setting Custom Goals and Forecasting in the Scorecard Tool

Published April 19th, 2025 by Tommy Mains

How to Forecast and Set Custom Goals in Ninety Ninety's Scorecard tool gives you three ways to adjust a Measurable's goal beyond the default target set at creation: you can change the goal permanently from a specific date forward, override it for a single reporting period, or enter forecasted values for future periods. Owners, Admins, Managers, and

Types of Rocks: Company, Departmental, and Individual

Published April 22nd, 2025 by Tommy Mains

Every Rock starts as an individual Rock (a 90-day goal assigned to one accountable owner). From there, teams can elevate a Rock to the departmental or company level to show its priority for the whole team or the whole organization. A Rock's designation controls where it appears on the Rocks page and how visible it is across teams. The three Rock t

Printing and Exporting Rocks to PDF

Published April 22nd, 2025 by Tommy Mains

How to Print Your Rocks Printing your Rocks helps you maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. This guide provides step-by-step instructions for generating and printing a PDF of your team's Rocks. How to Export Rocks to a PDF Follow these steps to download all Rocks displayed on you

Using Zapier to Update Your Scorecard in Ninety

Published March 9th, 2026 by Tommy Mains

How to Use Zapier to Update Your Scorecard in Ninety Scorecard data rarely resides in a single place. Pipeline numbers come from your CRM, revenue figures come from your accounting platform, and operational metrics come from spreadsheets. Without automation, someone has to manually transcribe those numbers into Ninety each week; a task that's easy t

Navigating the Rocks Page

Published April 22nd, 2025 by Tommy Mains

How to Navigate the Rocks Page The Rocks page is your team's central view of its quarterly priorities. It shows every Rock for the selected team, organized by type and owner, with several filters to zero in on exactly what you need. If you're looking to add a new Rock rather than navigate an existing one, see How to Create Rocks in Ninety. Any licen

Using Zapier to Connect To-Dos in Ninety to Other Platforms

Published February 6th, 2026 by Tommy Mains

How to Use Zapier to Connect To-Dos from Ninety to Other Platforms The Ninety Zapier integration lets you connect your To-Dos with over 7,000 apps in Zapier's ecosystem. You can build automations that create To-Dos when tasks appear in other tools, send notifications when To-Dos are updated, sync To-Dos with your calendar, or trigger actions in ot

Exporting Headlines to a Spreadsheet

Published April 28th, 2025 by Tommy Mains

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

Creating and Editing Content in the Knowledge Portal

Published April 15th, 2025 by Tommy Mains

Users with Manager or higher permissions can create and edit content in the Knowledge Portal. To get started, click the Edit toggle on. Creating and Editing Collections Collections are the largest folder for organizing content in the Knowledge Portal. When creating a new collection, you can place it in one of the following specific categories: Com

Printing and Exporting Issues to PDF

Published April 30th, 2025 by Tommy Mains

Printing your Issues helps you maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. This guide provides step-by-step instructions for generating and printing a PDF of your team's Issues. How to Export Issues to a PDF Follow these steps to download all Issues displayed on your team's page (either

Using Assessments Tool

Published January 7th, 2025 by Tommy Mains

How to Use the Assessments Tool in Ninety The Assessments tool gives your organization a structured way to gather feedback from team members. Owners, Admins, and Implementers can launch assessments, track who has completed them, and review results with downloadable reports. Managers and Team Members complete assessments assigned to them and can view

Billing and Payments Overview

Published February 27th, 2024 by Tommy Mains

How to Manage Billing, Licensing, and Payments in Ninety Ninety uses a per-user licensing model. Each active user with a paid role occupies one license, and your total license count determines your bill each billing cycle. Owners and Admins can access billing settings to manage licenses, update payment methods, view invoices, and change subscription

Creating, Editing, and Customizing Seats

Published April 29th, 2025 by Tommy Mains

Keeping your Accountability Chart up-to-date helps team members understand who is responsible for the various functions of your business. Creating a New Seat To add a new Seat to your primary Accountability Chart: Click Accountability Chart from the left navigation. Click Edit Chart. Click the plus icon under the card you wish for the new Seat t

Navigating the V/TO® Tool

Published May 8th, 2025 by Tommy Mains

Use the following filters to navigate the V/TO® tool effectively: Team dropdown Share V/TO® toggle Leadership toggle Archive Team dropdown Like several of our other tools, the V/TO® tool is first sorted by team. Click the Team dropdown to select which team's Vision and goals you'd like to view, edit, or create. Your company's leadership team can det

Sharing Rocks Across Multiple Teams

Published April 22nd, 2025 by Tommy Mains

How to Make a Rock Visible Across Teams in Ninety When a quarterly priority spans multiple teams, sharing a Rock gives every relevant team visibility into its progress without splitting ownership or creating separate records. The Rock stays in one place, managed by one owner, and appears on as many team pages as needed. Any Owner, Admin, Manager, Im

Editing and Updating Rocks

Published April 22nd, 2025 by Tommy Mains

Any team member on a paid plan can edit Rocks on the teams they're assigned to. That means Team Members can update Rocks belonging to their manager, and vice versa. You don't need to be the Rock's owner to make changes. If your organization uses the Entrepreneurial Operating System® (EOS®), Rocks are your team's 90-day priorities; keeping them accur

Using the To-Dos Tool

Published April 22nd, 2025 by Tommy Mains

Using the To-Dos Tool All Ninety users can view their team's To-Dos lists with the To-Dos tool . However, only licensed users can add To-Dos to a team's list. Navigating the To-Dos Tool Navigating the To-Dos Tool Use the following filters to sort through To-Dos effectively: Team/Private Team d Use the following filters to sort through To-Dos effec

How to Receive Notifications for Issues

Published April 30th, 2025 by Tommy Mains

You can easily set up notifications from Ninety to receive messages when someone comments on an Issue you're following. Setting Up Event Notifications To receive event notifications to your email: Click your name or profile icon and select Notifications from the popup. Toggle on your preferred options for receiving email notifications. Go to Your

Company Wide Rollout

Published December 13th, 2023 by Tommy Mains

How to Roll Out EOS Across Your Entire Organization Using Ninety Once your leadership team has been running on EOS for a few quarters, you're ready for the next stage: bringing the tools, language, and disciplines of EOS to every department in your organization. This is called a company-wide rollout, and when it's done well, it transforms EOS from a

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

Using the Accountability Chart

Published August 23rd, 2023 by Tommy Mains

Getting Started with the Accountability Chart The Accountability Chart documents the structure of your departments and teams. The video below covers the basic features of the tool to help you get started, including: Main objectives User permissions Editing the chart Adding Seats Assigning users Moving Seats Editing Seats To learn more, read our blog

The People Analyzer®

Published May 9th, 2025 by Tommy Mains

What Is the The People Analyzer® The People Analyzer® is an essential component of the EOS Toolbox. Use this tool to strengthen your organization's People Component® by ensuring you have the right people in the right seats. Ninety's People Analyzer tool brings consistency, visibility, and documentation to evaluations that often happen informally.

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.

How to Set Up and Manage Multi-Factor Authentication for Your Users on Ninety

Published August 23rd, 2023 by Tommy Mains

Modern Multi-Factor Authentication (MFA) at Ninety Starting on 11 December 2025, all new users can secure their Ninety login credentials with either: Single-sign on (SSO) from Microsoft of Google. Temporary one-time password (TOTP) generation to a preferred authenticator app. Existing users with accounts started before 11 December 2025, can still ut

Accurate Billing for Tax-Exempt Organizations on Ninety

Published July 22nd, 2025 by Tommy Mains

This article provides all the necessary details if you're a tax-exempt organization using Ninety and have questions about managing your tax exemption status or invoice discrepancies. Overview of Tax Exemption on Invoices Organizations with tax-exempt status are not required to pay sales tax on their Ninety subscription. To ensure you are not charg

Scheduling Meetings

Published October 11th, 2024 by Tommy Mains

Scheduling your meetings in advance allows your team members to prepare effectively and context switch from working to collaborating. 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 tea

Archiving and Deleting Issues

Published April 30th, 2025 by Tommy Mains

The Issues tool's archive saves all your team's completed or archived Issues in one central location. You can review your team's archived Issues at any time by clicking the Archive toggle. Archiving Issues Arching completed or irrelevant Issues keeps your lists clean and organized between meetings. The steps to archive one or more Issues are the s

Removing and Deleting Measurables

Published April 19th, 2025 by Tommy Mains

How to Remove and Delete Measurables in Ninety There are two distinct ways to take a Measurable off of a Scorecard, and they have very different consequences: Removing a Measurable hides it from a specific team's Scorecard but preserves it and all its historical data; it can be re-added at any time. Deleting a Measurable permanently removes it fro

Cascading Messages Guide

Published April 28th, 2025 by Tommy Mains

Cascading messages are a powerful cross-team communication tool in Ninety that allows you to send important information from one team to other teams in your organization. These messages help ensure critical decisions, updates, and announcements reach the right teams efficiently. Plan Requirements Sharing Headlines with other teams or the whole or

Adding Files and Attachments to the Knowledge Portal

Published December 22nd, 2025 by Tommy Mains

You can attach files directly to your Knowledge Portal content to support your team's processes and training. This article explains how to add files, outlines the supported file types, and provides best practices for managing attachments in your topics, subtopics, and tasks. How to Upload Files to the Knowledge Portal Adding files to your Knowledg

Create SMART Rocks with AI Assistance from Maz

Published May 5th, 2025 by Tommy Mains

How to Create Rocks with AI Assistance in Ninety In this article, you'll learn how to: Use Maz to create Rocks using the SMART methodology recommended by EOS® in 5-10 minutes. Align your Rocks with company goals and EOS® principles. Insert AI-generated Rock details directly from your conversation with Maz. Prerequisites for Using Maz to Create Roc

Understanding Ninety's Pricing Plans

Published May 5th, 2025 by Tommy Mains

Pricing Plans Explained Ninety is a centralized platform for teams working toward a shared vision. We have three paid pricing plans and one free option, so your organization can choose one that meets its current needs. Thrive is for teams who want all our advanced features and AI-powered, in-app assistance. Accelerate is for teams ready to scale wit

Quarterly and Annual Reviews

Published August 23rd, 2023 by Tommy Mains

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 and Annual Reviews. Watch this video for an overview. What Are Quarterly and Annual Reviews Quarterly and Annual Reviews are 1-on-1 Reviews focusing on how a direct report: Dis

Documenting Your Company or Team Vision

Published May 8th, 2025 by Tommy Mains

The V/TO® tool's Vision page is available to all subscription levels. Every team has its own, customizable V/TO® page except those designated as Project Teams. The Vision page includes sections to document your: Core Values — A set of guiding principles and behaviors that an organization desires to see consistently embodied by its team members. Core

Creating Formula-Based Measurables

Published August 23rd, 2023 by Tommy Mains

How to Use the Formula Builder in Ninety The Formula Builder lets you create a math formula that automatically generates a Measurable's score, using other existing Measurables as variables. It's most useful when a number on your Scorecard is already the result of other numbers you're tracking — for example, gross profit is always sales minus cost of

Meeting Recap Email Notifications

Published April 21st, 2025 by Tommy Mains

How to Manage Meeting Recap Email Notifications in Ninety After every team meeting, Ninety automatically sends a recap email to all participants. This article explains what's included in that email, who receives it, and what to do if something is missing. What's included in the recap email The meeting recap email summarizes the key outputs from yo

Using the Planning Board to Plan Rocks Across Quarters

Published August 8th, 2025 by Tommy Mains

How to Use the Planning Board in Ninety Planning one quarter at a time can leave leadership teams reactive — focused on the current 90 days without a clear view of what comes next. The Planning Board is a tab within the Rocks tool that gives your team a shared, centralized view of Rocks for the current quarter and up to three quarters ahead. Use it

Assigning Rock Ownership

Published April 22nd, 2025 by Tommy Mains

How to Assign and Reassign Rocks in Ninety In Ninety, every Rock (a 90-day priority) is owned by exactly one person: the team member accountable for seeing it through to completion. Assigning the right owner at the start of the quarter and knowing how to reassign when responsibilities shift keeps your team's accountability clear. Any Owner, Admin, M

Annual Planning Sessions On Ninety

Published August 12th, 2024 by Tommy Mains

As our Professional EOS Implementer®, Kris, wrote in this blog, once a year, your teams should step outside of working in the business for an annual planning session where they'll work on the business. EOS® recommends leadership teams take two full days for annual planning. Most departmental teams only need one day. Annual Planning Session Objecti

Record Your Team's SWOT Analysis

Published May 8th, 2025 by Tommy Mains

A SWOT analysis supplements your team's long-term strategy. Any team on Ninety can conduct and record a SWOT analysis using the V/TO® tool. We highly encourage your leadership team to perform the exercise and share the results with the company. Documenting your company or team's SWOT analysis is available to all paid subscription levels (essential

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

How to Delete a Seat on Your Accountability Chart

Published April 29th, 2025 by Tommy Mains

To delete a Seat from your Accountability Chart: Click Accountability Chart from the left navigation. Click Edit Chart at the top right of the page. Click the ellipsis ()at the top right of the Seat's card. To find the Seat you're looking for, you may need to click the down arrows to expand departments/teams. Click Delete Seat from the dropdown. To

My 90: Your Personal Ninety Workspace

Published August 23rd, 2023 by Tommy Mains

How to Use and Customize Your My 90 Workspace in Ninety My 90 is the home screen in Ninety. Every time you log in, you land on My 90. It consolidates all the content assigned to you across Ninety's tools — your To-Dos, Rocks (your 90-day priorities), Milestones, and Measurables (the metrics you own on your team's Scorecard) — into a single, customiz

Headlines in Meetings

Published April 28th, 2025 by Tommy Mains

Reading through your team's Headlines is a recommended agenda item for weekly team meetings. While reading through your team's Headlines, you can perform the following actions: Click a Headline to view its details. Click the circle at the beginning of the Headline's row to mark it as read and ready for the archive. Unchecked Headlines will appear

Ninety's Observer Role Explained

Published August 25th, 2025 by Tommy Mains

The Observer role in Ninety provides view-only access to your company's EOS® tools and data. Observers can see team information and participate in meetings, but they cannot make changes to content. This role is perfect for team members who need visibility without editing permissions. What Is the Observer Role? The Observer role is Ninety's view-on

Ninety's Default Seats on the Accountability Chart

Published April 29th, 2025 by Tommy Mains

When you first create your company in Ninety, we'll populate a simple Accountability Chart with four departments and a total of six Seats. Depending on your current size, you may need to add more Seats immediately or have some of your team members fill more than one Seat. Visionary Integrator Marketing Sales Operations Finance Use these default Seat

Adding, Removing, and Reassigning Licenses

Published April 14th, 2026 by Tommy Mains

How to Understand and Manage Your Ninety Licenses Every active Ninety user with a paid role occupies one license. Your license count directly determines your bill: more licenses mean a higher charge each billing cycle. Owners, Admins, and Managers can manage licenses, though only Owners and Admins can access the billing page where license adjustmen

Editing Items

Published August 23rd, 2023 by Tommy Mains

How to Edit Items in Ninety Most items in Ninety are edited through a details panel — a sidebar that opens when you click the item's row. Changes you make in the details panel are saved automatically; there is no separate save button. For quick edits to a title or due date, many tools also offer an inline edit option directly from the list view with

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

Onboarding New Team Members with the EOS Powered by Ninety Guide

Published April 13th, 2026 by Tommy Mains

How to Onboard New Team Members with the EOS Powered by Ninety Guide The EOS Powered by Ninety Onboarding Guide is a 10-week program in the Knowledge Portal designed for new employees joining a company that already runs on the Entrepreneurial Operating System® (EOS®). The guide teaches new team members the fundamentals of EOS, walks them through Nin

Printing and Exporting Your Accountability Chart to PDF

Published April 29th, 2025 by Tommy Mains

While the Accountability Chart tool is available to our free users, users must be on a paid subscription plan to export their Accountability Chart or other materials for printing. To create a printable PDF of your Accountability Chart: Click Accountability Chart from the left navigation. Click the PDF icon () on the top right of the screen. Choose y

Data Upload Troubleshooting: Common Issues and Solutions

Published August 22nd, 2025 by Tommy Mains

Are you having trouble with data uploads or imports? This guide covers the most common issues and solutions to help you successfully import your data into Ninety. Common Technical Issues Review the following common technical issues and the solutions our support team has identified. Issues Bulk Upload Problems Problem: Blank screen appears when cli

How to Document Multiple Users Who Share a Seat

Published April 29th, 2025 by Tommy Mains

Many organizations have several team members who share the same roles, accountabilities, and responsibilities. You can assign multiple users to the same Seat in your Accountability Chart simply by adding additional users to a Seat. Here's how: Click Accountability Chart from the left navigation Click Edit Chart. Click the person icon () under the Se

Creating and Refining Seats with AI-Assistance from Maz

Published February 12th, 2026 by Tommy Mains

How to Create or Refine a Seat with AI-Assistance from Maz Building a strong Accountability Chart® starts with well-defined Seats. Teams often confuse people with Seats, list tasks instead of outcomes, and end up with gaps or overlaps. Maz, Ninety's AI companion, brings a guided, conversational experience to Seat creation and refinement. Rather than

Slack + Ninety: Zapier Workflows

Published February 17th, 2026 by Tommy Mains

Why connect Ninety and Slack Many teams run Ninety while spending a lot of time communicating in Slack. Without integration, important accountability updates could stay hidden in Ninety — team members miss when commitments are created, forget to check completion status, and don't celebrate wins where the team already pays attention. Zapier bridges t

The Measurable Manager

Published January 14th, 2025 by Tommy Mains

How to Use the Measurable Manager in Ninety The Measurable Manager gives you a single place to manage every Measurable in your Ninety account, across all teams and Scorecards. You can filter, search, edit, bulk-act on, archive, and delete Measurables without navigating to each team's Scorecard individually. Accessible only to Admins, Owners, or Coac

Creating and Setting Up Rocks

Published March 6th, 2025 by Tommy Mains

How to Create Rocks in Ninety Rocks® are the 90-day priorities that drive your team forward, quarter after quarter. Most teams identify Rock candidates during Quarterly Planning Meetings and refine their scope during the first couple of weeks of the quarter. This article covers every way to create a Rock in Ninety, how to keep them visible to the ri

How to Duplicate a Rock

Published October 31st, 2025 by Tommy Mains

To duplicate or create an exact copy of a Rock in Ninety, you'll want to create a linked Rock. To create a linked Rock: Identify a Rock to duplicate. Find the Rock you'd like to make a copy of, which could be an existing Rock of a team member or a template. Create a new, linked Rock. Click the ellipsis or right-click the Rock's row to open the more

Resetting Your Password and Fixing Login Issues

Published August 23rd, 2023 by Tommy Mains

How to Reset Your Password and Fix Login Issues in Ninety Resetting your password in Ninety takes less than a minute in most cases. If the reset email never arrives, the most common reason is that your account uses Single Sign-On (SSO) — meaning you log in with Google or Microsoft rather than a Ninety-managed password. This article covers the standa

Exporting To-Dos to a Spreadsheet

Published April 22nd, 2025 by Tommy Mains

Exporting your To-Dos from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your action items outside the platform. Follow the steps below to export your To-Dos effectively. Exporting To-Dos to an XLSX File To export one of your team's To-Dos lists into an XLSX spreadsheet: Click To-Dos from the left nav

Custom V/TO® Feature

Published September 12th, 2024 by Tommy Mains

Customizing your 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. The custom Vision feature is a company-wide setting that, when enabled, gives Leadership team members the ability to reorganize, resize, and create custom sections on both the Vision and Traction®

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. However, there are differences between the mobile app's My 90 page and our

Editing To-Dos

Published April 22nd, 2025 by Tommy Mains

Up-to-date action items are critical for keeping your teams moving forward and progressing the organization toward its goals. All licensed users can update To-Dos on their teams' lists. How to Edit To-Dos You can edit To-Dos while accessing the To-Dos tool or the My 90 workspace. Click through the tabs below to learn how to quickly update all a To

Creating and Managing Draft Accountability Charts

Published April 29th, 2025 by Tommy Mains

Owner, Admin, and Manager-level users can create additional draft Accountability Charts beyond the primary chart. Our users create additional charts to: Plan for future Seats Reorganize team, department, and company structure Creating a New Draft Accountability Chart To create a new draft chart: Click Accountability Chart from the left navigatio

Upgrade Accountability with Agreements-Based Team To-Dos

Published April 22nd, 2025 by Tommy Mains

Agreement-based To-Dos is an optional feature that an account Owner, Admin, or Coach can enable in Company Settings . Here's how: Click your name from the bottom of the left navigation. Select Company Settings from the popup. Scroll down to the To-Dos section in Company Settings > Configuration > Feature Controls. Click the Agreements-Based To

Connecting Ninety to Zapier

Published February 17th, 2026 by Tommy Mains

How to Connect Ninety and Zapier To connect Ninety's Zapier app in your Zapier account: Log in to your or your company's Zapier account. Click App Connections from Zapier's left navigation menu. Click the + Add Connection button toward the top right of the page. Search for and click “Ninety." Then, click the Add Connection button. (Optional) Rename

How to Build and Deploy Custom Assessments

Published January 8th, 2026 by Tommy Mains

What Are Custom Assessments Custom Assessments allow you to create, deploy, and manage surveys directly within Ninety. Use Custom Assessments to gather feedback on topics like team health, employee engagement, 360° performance reviews, readiness for strategic initiatives, onboarding experiences, cross-functional collaboration, or any other area wher

Non-Profit Organizations Powered by Ninety

Published August 22nd, 2025 by Tommy Mains

What Non-Profit Benefits Does Ninety Offer? Ninety proudly supports 501(c)(3) non-profit organizations with two key benefits: 50% Pricing Discount: All qualified 501(c)(3) organizations receive 50% off their subscription costs . Tax Exemption: Eligible organizations can avoid sales tax on their Ninety subscription. These benefits help non-profit org

Currently in Beta at Ninety

Published August 23rd, 2023 by Tommy Mains

Joining Beta Ninety's Beta Program is open to all users and provides access to the latest features for testing in Ninety. The Ninety Product Team emails all users or pushes an in-app message when new features are released. Click below or contact your client success team through chat or email to join. Beta enrollment can take up to three business day

The Legacy Process Tool

Published January 23rd, 2024 by Tommy Mains

Process Is Now a Legacy Tool Any Ninety account started after 26 March 2025 will not have access to Ninety's Process legacy tool. Beginning on 1 September 2025, the Process tool will be removed from all existing accounts. Documenting processes so they can be shared and followed by all is a core component of how great companies operate. Use our Kno

How to Manage Invoice Receipt and Access in Ninety

Published September 5th, 2025 by Tommy Mains

Managing and accessing invoices in Ninety can be accomplished through multiple methods, depending on your email settings and user role. This article explains how to ensure invoices are received via email, download them directly from the billing portal, and address common access issues. Only users with the Owner or Admin role can access Billing set

Asana + Ninety: Zapier Workflows

Published February 12th, 2026 by Tommy Mains

Why connect Ninety and Asana Many teams run on EOS with Ninety to track commitments from Level 10 Meetings, but execute detailed project work in Asana. Without integration, team members spend time copying To-Dos between systems, updating status in both systems, and manually synchronizing due dates. Zapier bridges this gap by automating the informati

Documenting Your Processes with the Knowledge Portal

Published April 4th, 2025 by Tommy Mains

How to Document Processes On Ninety Processes are how teams align behavior across time and people. When processes are clearly documented and easy to access, teams can execute confidently and autonomously. Organizations risk drift, friction, and inconsistency when they're not defined. Documenting your team and organizational processes improves transp

Viewing Knowledge Portal Content During a Meeting

Published July 21st, 2025 by Tommy Mains

You can view Knowledge Portal content without leaving your meeting, such as processes, training material, and other documentation. Instead of opening in a separate view, the Knowledge Portal loads alongside your meeting, so you stay in context while viewing helpful content. How to Open the Knowledge Portal During a Meeting To open the Knowledge

Creating Items with the Universal Create Button

Published August 23rd, 2023 by Tommy Mains

How to Create Items Quickly Using the Create Button in Ninety The Create button gives every Ninety user a fast, context-aware way to add new items from anywhere in the platform. Available to all roles (Owner, Admin, Manager, Coach, Observer, and Team Member), the button appears in the upper-right corner of every page (except in the Knowledge Portal)

Using the Rocks Tool

Published April 22nd, 2025 by Tommy Mains

Using the Rocks Tool All team members (even Observers) can access the Rocks tool to view all their team's quarterly goals and priorities. Most weekly meeting agendas include reviewing Rocks as part of their agenda. The team holding the meeting will see their team's Rocks page during that segment. Reviewing Your Team's Quarterly Vision At the top o

Single Sign-On (SSO) Login Options

Published July 15th, 2025 by Tommy Mains

Single Sign-On (SSO) is a secure method for logging into applications using an existing account instead of creating a new username and password. We support logging into app.ninety.io with Google SSO using a Gmail account or Microsoft SSO using a Microsoft email account. Google Single Sign-On (SSO) You can use your Gmail account to activate and sig

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

Introduction to the Scorecard Tool

Published April 1st, 2026 by Tommy Mains

How to Use Ninety's Scorecard Tool In the Entrepreneurial Operating System® (EOS®), the Data Component® is about removing opinion from your weekly conversations. Instead of relying on gut feelings or the natural optimism or pessimism of people in the room, you run your business on numbers. Ninety's Scorecard tool is where that discipline lives. It'

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

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

Archiving Items

Published August 23rd, 2023 by Tommy Mains

How to Archive Items in Ninety Ninety's archive is a tool-by-tool storage area for items you no longer need in your active workspace. When you archive an item — whether a Rock, To-Do, Issue, or Headline — it moves out of your working list and into the archive, where it's saved and searchable. Archiving is reversible: you can unarchive any item and b

Archiving and Deleting To-Dos

Published April 22nd, 2025 by Tommy Mains

The To-Dos tool's archive saves all your team's completed or archived To-Dos in one central location. You can review your team's archived To-Dos anytime by clicking the Archive toggle. Archiving To-Dos Archiving completed or irrelevant To-Dos keeps your lists clean and organized between meetings. The steps to archive one or more To-Dos are the sam

Set Your Fiscal Year to Align Quarters Across Ninety

Published January 28th, 2026 by Tommy Mains

How to Set a Fiscal Calendar in Ninety Ninety's fiscal calendar setting allows Company Admins to define when your fiscal year begins, ensuring that quarterly metrics, Rocks, meeting rhythms, and performance reviews align with how your company actually plans and operates. Once configured, this single setting automatically adjusts how quarters appear

Editing Issues

Published April 30th, 2025 by Tommy Mains

Raising Issues for discussion is an essential step for teams to collaborate and act on the problems, opportunities, blockers, and questions preventing them from getting work done. To ensure your team finds effective solutions while discussing Issues, team members should add context and notes to their Issues in Ninety. How to Edit Issues You can ed

Receiving Email Notifications and Reminders

Published August 23rd, 2023 by Tommy Mains

Reminder Methods We have two primary ways to receive automated reminders and notifications about your work in Ninety: Email Reminders provide a daily reminder of tasks. Events Notifications send you emails when someone comments on one of your items or when you're set as the owner of an item. Since these two methods are for reminding users of their a

Navigating the To-Dos Tool

Published April 22nd, 2025 by Tommy Mains

Use the following filters to sort through To-Dos effectively: Team/Private Team dropdown Archive toggle Search bar Team or Private Tab The To-Dos tool has two pages: Team Private Click on the Team tab to view your team's To-Dos list. Click on the Private tab to view your personal To-Dos list. Team Dropdown Like several of our other tools, the

Exporting a Quarterly Report

Published May 8th, 2025 by Tommy Mains

Use the Vision tool to generate and export a quarterly PDF report that includes team- and quarter-specific data from your: Scorecards (weekly, monthly, quarterly, and annual) Rocks V/TO® Traction© SWOT Long-term Issues Accountability Chart How to Export a Quarterly Report To create your team's quarterly report PDF: Click V/TO® from the left naviga

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

Changing Your Subscription Plan

Published April 14th, 2026 by Tommy Mains

How to Change Your Subscription Plan in Ninety Owners and Admins can change their company's subscription plan or billing cycle at any time from the billing page (Company Settings > Billing). Upgrades take effect immediately, while downgrades apply at the start of your next billing cycle. You can also switch between monthly and annual billing, wit

Using Zapier to Maintain Your Issues List in Ninety

Published March 9th, 2026 by Tommy Mains

How to Use Zapier to Maintain Your Issues List in Ninety Issues don't only surface during meetings. They come up in support tickets, Slack threads, emails, and conversations throughout the week. The Ninety Zapier integration lets you connect your Issues list with over 7,000 apps in Zapier's ecosystem, so anything that needs to be Identified, Discuss

Receiving Notifications for To-Dos

Published April 22nd, 2025 by Tommy Mains

You can easily set up notifications from Ninety to receive messages when someone comments on a To-Do you're following. Setting Up Event Notifications To receive event notifications to your email: Click your name or profile icon and select Notifications from the popup. Toggle on your preferred options for receiving email notifications. Go to Your N

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

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 Ninety Through Your Mobile Device

Published May 20th, 2025 by Tommy Mains

Our newly released mobile app helps you stay aligned with your teams from anywhere. Our previous mobile solution, Henryx, will be deactivated on 30 June 2025. We created Henryx to make it easier for users to interact with Ninety when away from their computers. It used simple SMS commands to create items in your company's account. Henryx helped use

Account Transition — Assigning a Previous Team Member's Work to a New Employee

Published May 30th, 2025 by Tommy Mains

When a team member leaves your organization, managing their account and work items is crucial for maintaining team productivity and data continuity. This article walks you through the process of transitioning work accounts during employee turnover. Account Transition Steps Follow these three steps when bringing on a new team member in Ninety to re

Introduction to To-Dos

Published April 22nd, 2025 by Tommy Mains

What Are To-Dos? To-Dos are generally seven-day action items. When creating a To-Do in your team, assign a due date (default is 7 days), an owner, and add a description to ensure the team member understands what completing the To-Do looks like. For example, To-Dos can be reminders to schedule meetings, investigate an oddity on a KPI, or remember and

Sharing and Duplicating Measurables Across Teams

Published December 19th, 2025 by Tommy Mains

How to Share and Duplicate Measurables Across Team Scorecards Ninety gives you two ways to put a Measurable on more than one team's Scorecard. The first is sharing, where the same Measurable appears across multiple Scorecards and all data is automatically synchronized. The second is duplicating, where you create an independent copy that each team or

Customizing Your Team's Scorecards with Settings

Published April 19th, 2025 by Tommy Mains

How to Customize Your Team's Scorecards with Settings in Ninety Ninety's Scorecard tool includes display settings that let you control what your team sees when reviewing Measurables (the quantifiable metrics your team tracks to monitor performance). You can show or hide columns, turn status color indicators on or off, hide the current in-progress pe

Creating New Teams

Published January 8th, 2024 by Tommy Mains

Ninety is built for teams. Each team in Ninety has its own page in each of our main tools: My 90 Insights Data Rocks To-Dos Issues Meetings Headlines Vision Teams of two users also have a page in the 1-on-1 tool for meetings between a team leader and a team member. To create a new team or edit existing teams, users must have the role of Owner, Admin

Understanding Prorated Billing and Credits

Published April 14th, 2026 by Tommy Mains

How Prorated Billing and Credits Work in Ninety Ninety uses prorated billing, so you only pay for what you use. When you make changes to your account between billing cycles (adding a user, removing a user, or switching plans), Ninety calculates charges or credits based on the time remaining in your current billing period. Owners and Admins can view

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

Accountability Chart Skills

Published June 24th, 2025 by Tommy Mains

Leaders can use our Skills feature to identify the abilities required for success for each Seat on the Accountability Chart. They can also curate content in the Knowledge Portal to link to each Skill, helping team members build the capabilities they need to pursue future roles. The Skills tab and the abillity to add, edit, and assign skills and co

Printing and Exporting Your V/TO® to PDF

Published May 8th, 2025 by Tommy Mains

To export a printable PDF of your V/TO®, Traction®, and SWOT: Click V/TO® from the left navigation. Choose a team from the Team dropdown. Click the PDF icon () to generate the PDF. How to Print the PDF Once you have downloaded the PDF, follow these steps to print it: Open the file using a PDF viewer such as Adobe Acrobat, Preview (Mac), or a web b

How to Sign Up with Ninety

Published October 28th, 2025 by Tommy Mains

This article guides you through creating your company's account in Ninety. The user who creates the account will receive the Owner user role and permissions. Read this article to learn more about our user roles. Start Your Free Trial What Is Ninety? Ninety is a cloud-based platform that helps companies implement the Entrepreneurial Operating Syste

Printing Meeting Agendas

Published April 21st, 2025 by Tommy Mains

Teams may need a printed copy of the team's meeting agenda. When you generate a PDF of one of your team's meeting agendas, we'll include: The agenda section durations Current Rock statuses Headlines and Cascaded Messages The team's To-Dos list The relevant Issues list The team's Scorecard To print one of Ninety's default agendas or one of your cus

Using Partner Hub for Coaches, Implementers, and Partners

Published March 14th, 2024 by Tommy Mains

How to Use Partner Hub to Manage Clients, Templates, and Referrals in Ninety Coaches, EOS Implementers, and Ninety partners use Partner Hub to manage everything related to their client relationships in Ninety. From creating new client accounts to customizing the platform's language, meeting agendas, and Knowledge Portal content, Partner Hub puts cli

Scorecard Permissions Explained: Who Can Create, Edit, and View Your Measurables

Published October 2nd, 2025 by Tommy Mains

How User Roles and Permissions Impact the Scorecard Not every user can create or manage Measurables in Ninety. Permissions are determined by each user's role in the Directory, and those role boundaries are enforced in real time throughout the Scorecard tool. This article clarifies exactly what each role can and cannot do, so you can set up the right

Exporting Issues to a Spreadsheet

Published April 30th, 2025 by Tommy Mains

Exporting your Issues 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 Issues effectively. Exporting Issues to an XLSX File To export one of your team's Issues into an XLSX spreadsheet: Click Issues from the left navigation. Sele

Updating Your Payment Method

Published April 14th, 2026 by Tommy Mains

How to Manage Your Payment Method and Resolve Payment Failures in Ninety Owners and Admins can update their company's payment method at any time from the billing page. Ninety processes payments through Stripe and accepts credit cards from customers worldwide and ACH transfers from US bank accounts. If a payment fails, Ninety automatically retries th

Rocks Analytics

Published November 21st, 2024 by Tommy Mains

Rocks Insights Page Our Rocks page in the Insights tool includes three data visualization cards to assess your teams' performance on their quarterly goals. The cards are: Rock Progress, which is displayed as a stacked bar chart or donut chart. Milestones: Progress to Completion, which is a burndown-style chart. Milestones: Revised due dates, which i

Archiving and Deleting Headlines

Published April 28th, 2025 by Tommy Mains

The Headlines tool's archive saves all your team's completed or archived Headlines and Cascading Messages in one location. You can review your team's archived Headlines or Cascading Messages anytime by clicking the Archive toggle. To view archived Headlines and Cascading Messages: Click Headlines from the left navigation. Choose the intended team fr

Customizing Your Ninety Account's Appearance

Published August 23rd, 2023 by Tommy Mains

We offer a variety of customizable features to help your Ninety account fit your organization's brand and style. To begin personalizing your company's account, visit Company Settings > Configuration. Here's how: Click your name or profile icon at the bottom of the left navigation. Click Company Settings from the popup. Configuration is the defaul

Meetings Tool Basics

Published April 21st, 2025 by Tommy Mains

Our Meetings tool guides your teams through the essential steps needed to align on priorities, solve Issues, and document next steps. Any licensed user in a meeting can create items, mark items complete, or take notes. The agenda timer sticks with the user who started the meeting. Click through the tabs below to learn the basic functions of the tool

Quarterly Meetings On Ninety

Published August 13th, 2024 by Tommy Mains

Organizations running on EOS® operate in a 90-Day World®. At the end of each quarter, they meet to review the previous quarter and plan for the next. These meetings are intentionally designed to bring alignment and purpose to their teams. Once per year, the quarterly meeting changes to include annual review and planning. Read all about annual planni

Managing User Roles and Permissions in Ninety

Published September 12th, 2025 by Tommy Mains

Understanding user roles is essential for managing permissions and functionality within Ninety. This guide will help you view, verify, and modify user roles, including managing special roles like Implementer (Coach) and Owner roles. Overview of User Roles in Ninety Ninety uses role-based permissions to designate access levels and responsibilities

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®. Use our V/TO® tool to document your company's or team's: Vision — 10-Year Ta

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

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

Printing and Exporting Scorecards

Published April 20th, 2025 by Tommy Mains

How to Print and Export Scorecards in Ninety Ninety lets you export any team's Scorecard as a downloadable PDF or a CSV file you can open in Google Sheets, Microsoft Excel, or any other spreadsheet application. Both export types reflect exactly what you're currently viewing: the selected team, Scorecard tab, and date range. Owners, Admins, Managers,

Reactivating a Previous Company Account

Published June 2nd, 2025 by Tommy Mains

In this article, we'll explain how to reactivate your Ninety account and ensure that all your previous data remains intact. Reactivation Scenarios You may need to reactivate your account under the following conditions: Your account was canceled due to an unsuccessful payment. Your account was manually set to inactive and needs a new billing setup

Using the 1-on-1 Tool

Published May 9th, 2025 by Tommy Mains

The 1-on-1 Tool The 1-on-1 tool contains our people management features, including: Quarterly Reviews Annual Reviews The People Analyzer® reviews Each of these features has its own page; learn more below. Quarterly and Annual Reviews Quarterly and Annual Reviews This article provides best practices for completing your review, explaining the d This

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

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 Adding and Inviting Users to You

Exporting Rocks to a Spreadsheet

Published March 6th, 2025 by Tommy Mains

How to Export Your Rocks 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 spre

Introduction to Rocks

Published August 26th, 2024 by Tommy Mains

What are Rocks, and how do I use them in Ninety? Within Ninety, the Rocks tool helps you create projects to be completed within 90 days. These projects should propel the team forward and further align them with the company's overall goals and vision. For example, if one of your company's goals is to increase customer self-sufficiency, and you are o

Delete or Deactivate a User

Published April 30th, 2025 by Tommy Mains

If a user no longer needs access to Ninety, you can either deactivate or delete their profile from the Directory. Deactivating Users Deactivating a user changes their user role to Inactive. Follow these steps to deactivate a user: Click Directory from the left navigation. Click their name (you may need to search for them first). Click Deactivate

Linking Items

Published June 18th, 2024 by Tommy Mains

What Is Item Linking in Ninety and How to Link Items Linking connects related items across Ninety's tools, so your team can document dependencies, track progress, and see how individual tasks and issues relate to larger goals. For example, you can link all the To-Dos, Issues, and Headlines that support a single Rock — keeping related work visible in

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