Navigating Rhythm

Why Use Rhythm

Rhythm helps leaders have visibility into how the strategy for the company is being executed, and it helps everyone else stay focused on the most important work to move the company forward. Our framework includes a cadence of meetings and planning to support growth and be the leader in your industry or maintain a competitive advantage. 

How to Navigate Rhythm

1. Log in with your username and password
2. The main navigation is on the left menu. The menu item you are working on is highlighted to show where you are in the tool.
3. You'll see a simple menu by default and can click to view the full menu if needed.
4. The top bar contains the following options:
   
   You can search for goals, tasks, meetings, comments, or attachments. (In small screens, the Search feature collapses into an icon.)
   
   You can choose to show or hide items that are private.
   
   You can email or copy the URL to share the link to the specific screen you are looking at with other Rhythm users.
   
   You can download data from Rhythm into reports. (In small screens, the Reports feature is under your profile picture.)
   
   You can fill out a form to request an invite for new teammembers to join Rhythm.
   
   You can search our Help Center articles or get in touch with our Support Team. 
   
   You can see which week of the quarter it is at a quick glance.
5. If you click on your initials or picture in the top right corner, you can also adjust your Settings or configure integrations. If you have access to the Company Admin tools, you can access those from this menu as well. You also have the option to Log Out. You can also change your App Preferences by choosing a different theme (Dark/Light) or enabling Color Blind Support:
   
6. In most screens, the  button to add new items is on the top right.
7. The context filters for each screen are right above the content, and this will change depending on which screen you are viewing, showing only what applies for that screen.
   
   You can toggle between Individual and Team to filter the items on the screen for an individual user or to show all the items for a whole team. 
   
   
   You can use the picker to look at prior or future years or quarters. If you switch from the current quarter, the context will turn gray, and you can click the reset button to reset it.
   
   Many screens have a Sort/Filter and quick search. Both items filter only the list on the screen (unlike the global search at the top that searches system-wide.)
8. Many list screens show this "Download to CSV" icon in the context. Clicking here will export the items displayed on your screen to a CSV or comma-separated value file which can be opened and formatted like a spreadsheet. You can filter, collapse/expand, change the view, and the report will pull whatever data you’ve chosen to display on the screen.
9. If you see this icon  on screens, click there for step-by-step guidance for using specific features.
10. At the bottom right of your screen, you will see a green light bulb icon . Click on this to use Ask Patrick, our Rhythm Intelligence-powered chat. Here, you can ask questions about Rhythm, your strategy, your goals, your meetings, and your stucks, and get an answer right away!