Tribal Habits

In this article, we explore some Tribal Habits terminology.

Terminology

Let's review some initial IT requirements, as well as some security features.

1 - IT set up & security

In this step, you'll set up your Admin users.

2 - Admin Roles

In this step, you'll set up your portal's branding.

3 - Branding

In this step, you’ll set up some custom fields for your users and categories for your training.

4 - Fields and Categories

In this step, you’ll set up your users.

5 - User set up

It's time to plan out the initial training and knowledge you’re going to create.

6 - Curriculum planning

In this step, you'll create your first content.

7 - Creating 1st content

In this step, you’ll complete some training settings for the content you’ve just created.

8 - Training settings

In this step, you’ll plan and execute your internal communication.

9 - Internal communication

In this step, you’ll communicate with your internal managers and assist them to get the most out of the platform.

10 - Managers

In this step, you'll consider how to migrate existing data into Tribal Habits. This article also covers general LMS enrolment migration.

11 - Existing data migration

In this step, you’ll enrol your users into your first content.

12 - First enrolments

In this step, you’ll review your first reports.

13 - First reports

Now that you are coming to the end of your implementation, let’s look at some advanced functions as well as some next steps.

14 - Advanced functions/Next steps

Joey Halbert

A series of step by step articles for first-time set-up for new organisations. 

Implementation Process

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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