Getting Started with In the Know!^®

Getting started with In the Know! is straightforward and easy. You need little technical assistance because there is nothing to install or download. The software is hosted on our server and each customer has their own site.

Explore the Demo

• Test drive In the Know! by clicking on “Demo”. A test drive allows you to explore a version of In the Know! that is pre-configured. We’ve also added fictional data to illustrate its features. You can choose an organization most like your own, add projects and team members, change passwords, and so on!

Customizing In the Know!

One of the strengths of In the Know! is that it is flexible and can be configured to adopt the language, workflow, and work style of the people who use it. In the know! will seem familiar and intuitive to you and your team right from the beginning. Once provisioned with your unique In the Know! site, you can easily customize In the Know! for your organization. Start by clicking on the Preferences tab once you have logged in. This will take you to the home page of the Administration section, which is accessible to users with administrative authority only.

There are four sections listed under Preferences for you to consider. They will provide you with the following options summarized below: span

• General – Personalize In the Know! by inserting your organization’s name and logo; post a message to your team on the home page that can be updated at anytime; and establish individual logins, passwords, and access authority.
• Menus and Terminology – Change the words and labels used throughout the software program to reflect your organization’s style; determine what main options will be visible and what they will be called; and customize the menu to include tabs such as a link to an external website.
• Projects - Establish the project stages that fit your organization’s workflow; determine criteria for green, yellow or red alert status on dashboard indicators; and engage or disengage certain functionalities.
• People – Lay the groundwork for resource allocation, planning, and team communications. Identify the roles that team members can assume, such as lead, owner, project manager; determine whether you would like to activate activity notifications by email; and establish in the directory the groups to which team members can belong, such as, employees, vendors, contractors and partners.

Use it!

We have a web-based training demo and we strongly suggest that you and your team take a few minutes to review this. If you need any further assistance, we provide customer support. Our professionals are ready to help with technical issues, set-up, team orientation and can give advice on using In the Know! to improve team performance.