TABLE OF CONTENTS

Welcome to Pandos! Whether you're a student, a member of a startup team, or an employee at a large multinational corporation, Pandos has a wide array 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.


Header

General Profile 

Your profile lets your team know who you are, what you can do and when you are free. Look for your profile icon on the top right corner of your page.




Note: Completing your profile information accurately is a crucial step before you start using the app. This will help you find the best matches for your team.


Profile Picture: Upload and adjust your profile photo.


General info: Only the first and last name fields are required to be filled here, but filling out more details will help you connect better with your team.


Skill sets: Select the skills that you have from the list or type in your own if they are not listed.


Availability: Specify how much time you can spend on the workspace activities. Click on a time slot to select one, or click and swipe to select multiple slots in one click.


Self-assessment: Take a 50-question personality test on the big 5 personality traits (Agreeableness, Conscientiousness, Emotional Stability, General Orientation, and Intellect/Imagination). You can instantly see your result and compare it with your peers’ to decide if you can make a perfect team. Completing this questionnaire will also help our Team-formation Assistant to team you up with your best match.


Remember: Personality results are not about being good or bad. A balanced team is the one that has diverse personalities in it.



How to interpret the personality test results

Agreeableness: Agreeable people are warm, friendly, and tactful. They generally have an optimistic view of human nature and get along well with others. Critical people may be more self-focused and doubtful. However, they are more likely to bring up hard topics and are more assertive in situations that require decision-making.


Conscientiousness: Efficient people usually have a high level of self-discipline. These individuals are goal-oriented, detail-oriented and organized. They can become a compulsive perfectionist. Extravagant people tend to be relaxed but spontaneous and potential procrastinators. They are more flexible to changes and are more tolerant of ambiguity.

Emotional Stability: Sensitive people are emotionally reactive and self-conscious. They may thrive working in a quiet, slower-paced setting, such as in a library, rather than in a busy environment. A Confident person can handle stressful situations well and remain productive in fast-paced environments.


General Orientation: Extroverts are the life of the party. They are action-oriented, risk-taker, energetic and enjoy being with people. However, they may care too much about peoples' attitudes towards them and feel insecure. Introverts are taciturn and reserved. You might think they are shy, but they are comfortable working by themselves. They are task-oriented and independent.


Intellect/Imagination: Curious people enjoy trying new things. They are imaginative, creative and risk-takers. Cautious people appreciate tried-and-true methods. They are conventional and enjoy having a routine.


Privacy settings

By default, the workspace members can see your profile information. To adjust it, use the drop-down option in the bottom left corner of each section, or go to the app settings straight from your profile if you want to hide any section of your profile.



General Dashboard


The General Dashboard lets you view and compare the dashboards of all your workspaces at a glance. (available in the Organization plan)


Dashboards help you track the work progress and the performance of yourself and your team members. You can also see the latest activities in each workspace and check your calendar for upcoming deadlines.



Calendar


Calendar is a handy feature that lets you keep track of your deadlines and meetings. 

You can sync your Google calendar with Calendar to have all your events in one place. This way, you can also create Google Meet links in a chat without leaving the app. 



Drive


All members in a workspace have 1 GB of free cloud space to store files and documents for easy access.

Simply click on the Upload button and select your file in your browser. 


Make sure your file is not larger than 8 MB.


After uploading a file, you can edit the name, preview, archive, or download it.

To remove files permanently, archive them first and then delete them.



Messages


You can send instant messages to other individuals, yourself, teams, or the whole workspace.


One-on-one Chat

To Create a new message, click on the + icon on the top right and search for the name of the person. 

You can also chat with yourself and use it as a place to write notes and drafts.


Team Chat

To create a new team chat, first, create a team manually, open team profile, then click "Send message" to open a new team chat.


Workspace Chat

To create a workspace chat, go to the workspaces page, click the workspace settings " ⋮ " icon, and click the "Group chat" option. This enables a new chat and include everyone in the workspace.



If you have multiple chat boxes open,sorts their arrangement side by side,stacks them slightly overlapped, andopens the Messaging page where you can see and manage all your communication in one place.




When you send a message, you have the option to attach files from your browser or Drive, add a link with a custom title, or create a Google Meet link. 


To use the Google Meet feature, make sure you sync your Google Calendar first.



Notifications


Here, you will be notified of the latest changes in the workspace, approaching deadlines, and individual or team achievements. 


Notice that all labeled names in the notification are clickable and will direct you to the corresponding page.



Help Center


Support: Click on this button to directly create a support ticket. Our support team contact you the same day.


Live Tutorials: This feature walks you through different sections of the platform. Tutorials will be played automatically when you first use the app, but it is also available from here.


User Guideline: User Guideline (the current document) is a detailed description of all the features in the Pandos platform and how to use them effectively. It is updated monthly to reflect the latest changes and improvements.


Privacy Policy: This document clarifies how we protect your data privacy and security. You agreed to it when you created your account, but you can review it here at any time.


About: This link directs you to the website where you can get familiar with the team and learn more about our vision and mission.



Settings


Security & Privacy: From here, you can change your password or the privacy of your profile information for different sections.



Integrations: Your Pandos workspace can be easily integrated with other LMS software. Here is the step-by-step guide to how to do it: Integrations



Notifications: Choose which in-app or email notifications you want to receive or turn off. Click the small arrow next to each title to expand the section.



Workspaces Sidebar


The Workspaces menu bar is where you can see your different workspaces and easily switch between them. You can collapse the bar to have more space for your workspace by clicking onat the bottom left.


Clicking onon top will open the workspaces page.



 Workspaces Page


On the Workspaces page, all your workspaces are displayed in more detail.


From here, you can create a new workspace by clicking on the + icon, change the view more as Tiles or List, and search among multiple workspaces by their name



By clicking on the " ⋮ " icon you can edit the workspace settings, invite new people, archive or leave the workspace.


Editing, inviting and archiving are only available for the owner and admins of the workspace.




Workspace Environment


Besides the Header and the Sidebar, your space is dedicated to a specific workspace that you have selected from the Workspaces sidebar. 


In each workspace you have four main tabs: Dashboard, Profile, People, and My Work.



Workspace Dashboard


In Dashboard, you can monitor the work progress and the performance of yourself and your team members. You can learn about the latest activities in the workspace and check your calendar to see upcoming deadlines.



Workspace-specific Profile


The workspace-specific Profile shows your general profile information as well as fields created by the owners to meet workspace-specific needs. You can consider the custom criteria when creating teams manually or with the use of our Team Formation Assistant. 


Creating Custom Criteria (for owners)


To create a custom criterion for team formation:

1. Click on the + Add Custom Criterion button on the profile tab (or in Team Formation Assistant modal).



2. Choose question type:

  • Checkboxes allow members to choose more than one option.
  • Multiple-choice questions allow members to choose only one option.


3. Specify your question title, description and options


You would also have access to the same modal when using a Team Formation Assistant (available for owners in the Team and Organization plans)



The members will see the new criterion as part of their profile completion. However, their responses will not be public and can only be used by Team Formation Assistant.





People


The People page lets you learn about the people in your workspace: their profile information, roles, teams, positions, main responsibilities, and etc.


On the left of your People page you can see the list of all the people who have joined your workspace. 


You can also use the following options on the top of the people list:


: Invite new members by sharing the workspace link or sending invitation to their remain,

: Filter your list by names, roles, skills, gender, or team membership,

: See how each person have completed their profile and send reminders to them to complete it

: overview the collective skill sets, availabilities, and personality types of all the people in your workspace (Available for Organization plan).



Check out individuals’ Profile


By clicking on each person’s name on the list, you can check out their profile, including their email and contact, their skill sets, availability, and personality type as well as the badges that they received by their performance.




If you click on "More Information" on a person’s profile, you can find more detailed information on their activities and performance.


Adjust Roles


Roles specify the level of the person’s permissions in a workspace. It can be adjusted by clicking on the on the " ⋮ " icon in front of each person’s name. 


There are four types of roles: Owner, Member, Admin, and Viewer, and here is the scope of their control. Note that some of these are available in Team Plan and some in Organization Plan.



Owner

The owner role is given to the creator of a workspace by default, but an owner can change their role or assign the same role to others. Hence, a workspace can have more than one owner. 

Having full permission, the owner of a workspace can:

  • Change workspace settings
  • Edit/remove/archive the workspace
  • Invite/remove people to/from the workspace
  • Change roles
  • Create/edit/delete tags
  • Pin a(n) objective/task/assessment for all members
  • Access CSV files
  • Enable workspace group chat


In the Team plan:

  • Access the Team Formation Assistant
  • Create/archive/remove/restore/edit assessments
  • Send assessment reminder
  • Create peer assessment 
  • Access peer assessment report


In the Organization plan:

  • Create/edit/delete organization position
  • Create/edit/delete objectives and key results
  • Add Key Result report



Admin

An owner can promote a member to an admin to give them more control. 

Admins have all the control like owners EXCEPT the following:

  • Change workspace settings
  • Remove/archive/restore the workspace
  • View archived workspaces 
  • Remove owner/admin/viewer
  • Change roles
  • Access the Team Formation Assistant
  • Remove/Archive/Restore peer assessment (Team Plan)
  • Pin a(n) objective/task/assessment for all members (Team Plan)



Member

Anyone who joins a workspace has a member role by default. 

Members limitations are as follows:

  • Invite/remove people to/from the workspace
  • Edit/remove the workspace
  • Change roles
  • View archived workspaces
  • Create/edit/delete tag
  • Access CSV files
  • Enable workspace group chat
  • Access the Team Formation Assistant
  • Create/close/archive/remove/restore/edit assessments (Team Plan)
  • Access assessment report (Team Plan)
  • Send assessment reminder (Team Plan)
  • View archived assessment (Team Plan) 
  • Create/edit/delete organization position (Organization Plan)



Viewer

Viewers are the most restricted role in a workspace. They can only see the work progress and cannot edit or modify anything.


Some permissions depend on the workspace settings, adjustable by the owner/admin, such as the control on creating/managing teams, creating and assigning tasks for others, or being able to see other teams or others work.


Create Teams Manually


In the Teams tab, you can create teams manually or with the help of Team Formation Assistant. This feature is available for Team and Organization plans.



To create teams manually:

  1. Click on Teams tab,
  2. Click on icon on top right corner,
  3. Select a name for your team and click Create,
  4. Select people and the team you want to add them in.
  5. Click Add to a Team button


To add people in a team, you can also try drag and drop.


To remove a person from a team, hover on their name in a team, and click the red cross iconin front of their name.

Team Formation Assistant 

(Only available for Team and Organization plans)


Team Formation Assistant uses AI technology to generate well-matched teams based on individuals’ profile information.


To create teams automatically using Team Formation Assistant:

  1. Click on the Team Tab,
  2. Click "Team Formation Assistant" button,
  3. Firstly, decide if you want to include everyone in the new teams, exclude the owner(s) and admin(s), or manually select individuals to create teams for,
  4. Select the criteria based on which you want to create your team. You can also create your own criteria by sending a quick questionnaire to your members,
  5. Specify how many teams you want to create, and how many members each team should have,
  6. Click Generate to preview the teams,
  7. The teams will not be created until you click Confirm.



You can always check the previous team suggestions by Team Formation Assistant using the Historybutton on top right.



Check out Team Profiles 

(Available for Team and Organization plans)


After creating teams, on Team tab, you can easily manage the teams, add/remove members, see member’s objectives and their progress, and check out the team profile.




Team Profile

Click onon the top of a team to overview the team’s collective skillsets of all members, personality distribution, and shared availability.



The more diverse the members’ personalities, the more complementary and well-matched the team will be.


Org Chart

(Only available for the Organization plan)


You can quickly create your organization’s structure. To do so:

  1. Select your workspace from sidebar 
  2. Go to People > Org Chart
  3. Click onon top right of the page to open Add Position modal.


  4.  Name the position, assign it to a member in your workspace, select its manager if it has a higher rank.
  5. Finally, specify the privacy of the objectives assigned to this position. Note: this option might not be available based on the workspace settings.
  6. Click create.


Your organization chart also illustrates each members’ teams, objectives, and objective progress. You can also edit or delete each position after creating them.




Manage teams in Org Chart tab


In the Org Chart, you can see which team(s) each person in your org chart is part of, and who does not belong to any team. 


You can also add a person to an existing team in Org Chart page (Owner/Admins only):

  • If the person does not belong to a team, Clicking on "+ Add to a team" and select the team you want to add the person to,
  • If the person belongs to a team, click on their team’s name and  select a team. Then, you should select if you want to remove the person from their previous team or keep him/her in both teams.


To create a new team or remove a person from a team use "Teams" tab.


Check objectives in Org Chart tab


Click onicon to overview the objectives assigned to each position.


accessing other people’s objectives can be restricted by the owner/admin, adjusting the workspace settings and the position settings.



Toggle between Org Chart list view and tree view 


To better visualize your organizational chart, change from list view to tree view. 




  • Hover on the progress bar on each position card in the tree view to check individuals objectives.




  • Click on each objective to see them in more detail. 


Related Article: Objectives & Key Results



My Work


My Work tab in a specific workspace is where you can see and manage all the work, and consists of three main sections: Objectives, Tasks, and Assessment. 


Depending on the workspace settings (adjustable by owner/admins), here you might see everyone’s work or your own work only. Find the workspace setting using the info "i" icon on top right of the page. 


Related Article: Workspace Settings




Objectives

In the objectives section, you can set and manage Objectives and Key Results (OKRs), view their progress, and send progress reports.

Tasks

The Tasks section, in My Work Page, is where you can create and manage tasks.

Assessments

The Assessments section, in My Work Page, is where you can create and manage peer and general assessments.