TABLE OF CONTENTS

Hi, thank you for choosing Pandos! Whether you're a class instructor, own a five-person startup, or manage people in a large multinational corporation, Pandos has a wide range of features to offer to make your work smooth and efficient. This guideline will walk you through step by step, helping you make the most out of the platform. 

Creating an account

Similar to any other platform, you need to first create an account in Pandos. You have the option to log in using your email and password or directly through your Gmail, Facebook, Linkedin, or Microsoft accounts. Choose the method that suits you best and get started with ease.


After creating an account check your email for a confirmation message to complete your registration.


Note: Your email address will be used as your username and will be shared with your team on your profile.





Note: Pandos prioritizes the security and privacy of its users. To learn more about our commitment to safeguarding your information, please read our comprehensive Privacy Policy


Creating a Workspace


If it’s your first time in Pandos, upon login you will be directed to a page to create your workspace. But if you are already a Pandos user, go to the Workspaces page by clicking on on the top of the left menu bar, then click on the + icon on the top right corner of the page.


Workspace General Information

First, determine the specifications of your workspace:

Title: It will be shown as the name of your workspace

Description: Write a short description of what the workspace is about.

Colour: Choose the colour for your workspace label.

Initials: Your workspace will be shown with its initials in the Workspaces bar.



Workspace Types

Specify your workspace type from a drop-down list.

Some workspace types require additional information. For instance, course workspaces need you to indicate if they are instructor-paced or student-paced. And for an instructor-paced course, you will need to also schedule the course.



Workspace Settings

Workspace settings determine its functionality. You need to assign the appropriate permissions and access levels for individuals and teams to view or modify.


Members can access: 

  • Their own work only: If selected, users only see the objectives, tasks and assessments for which they are the owner, assignee, or reviewer.
  • Everyone’s work: If selected, users can see all the objectives, tasks and assessments created in the workspace regardless of their role for them.


Teams can be created by: 

  • Owner/Admin: If selected, only the Owner and Admin of the workspace can create teams (Read more about workspace roles here). 
  • Everyone: If selected, anyone in the workspace can create teams and move members between teams. 


Members can assign tasks/subtasks to: 

  • Everyone in the workspace: If selected, anyone can assign tasks and subtasks to other workspace members. 
  • Themselves and their teammates: If selected, members can only assign tasks and subtasks to themselves and those they share a team with. 


Workspace members: 

  • Can see other teams: If selected, everyone in the workspace can access and view all other available teams. 
  • Cannot see other members and teams: If selected, only owners and admins can see the available teams and members cannot see the teams.

Pandos plans

Finally, you will need to choose the plan that best suits your needs. 


1. Individual Plan

With Pandos Individual plan, you will have free access to all the features for your individual growth. You can:

  • Create your personal Profile and add your personality type to it using a valid personality test, 
  • Set your Objectives and Key results, 
  • Create your tasks with deadlines, links or files, and sync them with your Google Calendar, 
  • Use an in-app cloud drive and more.


2. Team Plan 

The team plan is to boost your team’s efficiency and productivity. In addition to the features in the Individual plan, Team Plan lets you:

  • Create a team profile that showcases your team's collective talent, availability and personality and earn badges based on the overall team performance, 
  • Create well-matched teams using Team Formation Assistant, 
  • Share your Objective and Key results as well as tasks with your teammates, 
  • Assign tasks to individuals or teams and have discussion threads on each task separately. 


The Team plan is subscription based, but you can use it for up to 20 members for free.


3. Organization Plan

The organization plan is the full-feature version of Pandos app and is perfect for organizational growth and success. On top of the Individual and Team plans features, here, you can:

  • Create your organizational chart and specify individuals roles and positions,
  • Assign OKRs to others, and align them through different layers of your organization by cascading and laddering, 
  • Connect tasks to your key results to ensure all team efforts are aligned with organizational goals,
  • Use Dashboard to get an overall performance review.


The Organization plan is subscription-based but has a one-month free trial.


Note: Subscription is optional if you are interested in the individual plan for now. You can upgrade anytime later.


Inviting people to a workspace

There are different ways to add new people to your workspace


On the Workspaces page, you can click on the "⋮" icon on the top right of your workspace tile, and select Invite from the drop-down menu.



Or, open your workspace and select the People page. Then, click theicon on the top right of the People list.



You can then invite individuals either by sharing your workspace-specific link, ...



… or sending the invitation link to their email. 


You can add names and emails manually or import them from a CSV file.


Click on the “pending invitation” link to see the emails of the people who have not joined your workspace yet, even though you have invited them.


Note: you need to make sure that the individuals want to create the account with the email you are providing as they will receive workspace notifications in this email.




Related Article: Pandos App Walkthrough