SPLX Academy · Guides
Make your next step clear.
Start with the foundations, then explore the work your team does every day. Each guide walks you through a real task in SPLX OS.
Open Help in SPLX OS66 guides
Foundations
- How to use My DaySee all work assigned to you at a glance — active process runs, tasks due today or overdue, and how to launch a role-fit self-review.
- Owner: your first dayCreate your workspace, enable the right modules, invite your first members, and get your CRM mode set before the rest of the team signs in.
- Owner: your first weekStart here. The day-by-day sequence that takes a new workspace from empty to its first full weekly meeting — people, strategy, meeting cadence, projects, procedures, and CRM, in the order that makes each next step easier.
- How to run your first weekly meetingHold a full Team Sync from start to finish: review the scorecard, report on quarterly priorities, work the task list and problems, and end the session with a clear record.
- Glossary: the words SPLX OS usesPlain-language definitions of the terms you will meet in SPLX OS — Stand Up, Team Sync, Quarterly Priorities, Scorecard, Annual Plan, Core Values, role-fit ratings, and more — and how to rename them for your workspace.
- Contributor: your day oneFind your work, submit your first idea, RSVP to a meeting, fill out a check-in, and get oriented in the modules your team is running.
- Set up your workspace from scratchA single-sitting guide to get a new SPLX OS workspace productive in under 2 hours — modules on, team invited, CRM configured, first priority set, and first Stand Up scheduled.
- Keyboard shortcuts and the command paletteOpen the command palette with one shortcut to jump anywhere, create records, search, and switch theme — plus the few other keys that work around the app.
Execution
- How to create your first projectSet up a project, invite collaborators, and define your first milestones.
- How to promote an idea to a project or taskTurn a validated idea into a project or standalone task with a single action.
- How to create and assign tasksAdd tasks to a project or standalone list, assign them to teammates, and track status from To Do to Done.
- How to use the Kanban boardSwitch to Board view on any project and drag tasks across columns to update their status in real time.
- How to manage project members and rolesAdd people to a project, understand what each role can do, and remove members when a project wraps up.
CRM
- How to create your first contactAdd a contact to your CRM with all the details your team needs.
- How to organize contacts with tags and sourcesUse tags and contact sources to filter and segment your CRM contacts.
- How to log a customer visitRecord a visit activity against a contact and review it in the Visits log.
- How to build and manage deal pipelinesCreate a pipeline, configure stages, and move deals from prospect to close.
- How to switch between B2B and B2C modesChange your CRM mode to match your business model without losing data.
Strategy
- How to define your company's core valuesWrite, organize, and publish your organization's core values with behavioral examples your team can actually use.
- How to facilitate a core-values workshop with QR sharingRun a live values workshop from Strategy → Vision, Mission, Values: share a QR code with participants, collect submissions, refine and vote, then promote the results to your final values list.
- How to set a quarterly priorityCreate a quarterly priority, assign an owner, and link it to an execution project so your team always knows what matters most this quarter.
- How to build a scorecard metricCreate a measurable scorecard metric, record check-in values each period, and interpret color-coded results so your team can act on variances early.
- How to run a SWOT analysisCapture your organization's internal strengths and weaknesses alongside external opportunities and threats, then use the analysis to inform your annual goals and quarterly priorities.
- How to run the SWOT workflow end-to-endCapture SWOT entries, add countermeasures with impact and ease scores, plot them on the PICK chart, promote high-value items to execution ideas, and archive entries after the work closes.
People
- How to create and assign a courseBuild a course with text, video, and quiz blocks, set passing criteria, then assign it to a team member with a due date.
- How to invite and onboard a new employeeSend a workspace invitation, then complete the new employee's People profile so the rest of the team can find and work with them.
- How to build your org chart via departmentsCreate departments, add accountability seats to the org chart, and assign your team to the right positions.
- How to use the capability matrix and training reportsTrack who holds which capabilities at what proficiency level, spot expiry risks, and review completion rates across your team.
- How to define capabilities and record capability holdingsCreate a named competency, set its expiry window, grant holdings to team members with a proficiency level and expiry date, and monitor expiry risk across your workforce.
- How to run a 1-on-1 check-inRecord a structured quarterly performance check-in on a team member's profile and track their progress over time.
- How to launch a pulse surveyCreate a recurring pulse survey, add questions, publish it, and run your first campaign to collect team engagement data.
- How to manage seat assignmentsAssign team members to org chart seats, move people between seats, and keep your accountability structure current as your team changes.
Rhythm
- How to run your first Stand Up sessionWalk a Stand Up board through a live session — start it, work through open issues, and end cleanly.
- How to schedule a recurring Team SyncCreate a series so Team Sync sessions are generated automatically on your chosen cadence.
- How to submit pre-meeting agenda entriesAdd topics to a recurring Team Sync series before the session starts so the facilitator sees them in the Pending pane.
- How to configure KPI cells on a Stand Up boardAdd column-level metrics to a Stand Up board so each lane shows a live RYG health status during sessions.
- How to cancel or skip a Team Sync sessionCancel a one-off session or skip a series occurrence, with optional reason, and restore it if needed.
- How to subscribe to the iCal calendar feedGenerate a personal iCal URL and subscribe to your Rhythm sessions in Google Calendar, Outlook, or Apple Calendar.
- How to use notifications, @mentions, and the bellFind the notification bell, read and clear unread alerts, @mention a teammate in a step description to notify them, and understand which events trigger notifications.
Process
- How to write your first SOPCreate a process, add ordered steps with required fields, and publish it so your team can run it.
- How to run an SOP as a checklistStart a run, work through each step, capture required field values, and mark the run complete.
- How to schedule recurring runsConfigure a process to start new runs automatically on a repeating weekly schedule.
- How to set up an approval workflowRequire one or more designated approvers before a process can be published and run.
- How to attach images to stepsAdd reference images to process steps so operators see visual guidance while running a procedure.
- How to track adherence reportingSet expected run targets per period and monitor process completion rates across the workspace.
Admin
- How to review and action approvalsApprove or reject a pending request, understand the three inbox tabs, and see how a process publish request routes here.
- Admin: your first weekConfigure modules in depth, build your org chart and role structure, set up stand-up boards and team sync cadences, and prepare the team to hit the ground running.
- Settings hub — Audit log, Modules, Roles, and per-module settingsA tour of the Settings area: how to read the audit log, toggle modules on or off, manage workspace roles, and navigate to per-module settings pages.
- How to manage team membersInvite people to your workspace, assign roles, and remove members when needed.
- How to apply a template when enabling a moduleEnable a module and choose a starter template to seed it with pre-built content — boards, roles, pipelines, or other scaffolding — so your team can start using the module without building from scratch.
- How to apply a template to your workspaceBrowse available module templates, apply one to pre-populate your workspace with starter content, and understand idempotent behavior when a template is applied a second time.
- Billing and trial FAQHow the 30-day trial works, what you see as it ends, what happens if it lapses or a payment fails, how to subscribe, and how seats are counted.
- What to expect from guided onboardingA plain-language overview of a guided onboarding: who does what, the 30, 60, and 90-day milestones, and what to prepare before kickoff.
Consultant & Advisor
- How to manage an engagement lifecycleWalk an engagement from intake through sale, assessment, implementation, and follow-up — with the specific UI actions at each phase and how transitions work.
- How to run an assessment with a clientCreate an assessment instance from a type, send it to respondents, review scored results and recommendations, add consultant notes, and mark it complete.
Assessment
Assistant
- Assistant basics — start a chat, attach context, retrieve a saved answerOpen the AI assistant, start a conversation, attach a context document from a module record, and find a saved answer later in your conversation history.
- Assistant sessions and meeting prepStart a new session, pick up a prior conversation from session history, and use the meeting-prep brief button to generate a workspace summary before a client call.
Finance
- How to set an annual revenue goalCreate a yearly revenue target and track attainment against recognized revenue.
- How to log monthly revenue figuresRecord individual revenue entries and see them roll up into monthly totals on the dashboard.
- How to track budget vs actualCreate a fiscal-year budget with categories and record income and expense entries to see variance in real time.
- How to use the Finance dashboard widgetsAdd MTD revenue and monthly goal progress widgets to your personal dashboard and understand what each one shows.
- How to configure workspace currency and fiscal yearSet the default currency, choose a fiscal year start month, and understand how these settings affect revenue totals, goal attainment, and budget reporting.
Workflows
- How to turn a won deal into an execution projectMove a closed CRM deal into the Execution module as a tracked project, carrying contact context and deal details forward without copy-pasting.
- How to take an idea from submission to quarterly priorityMove an idea through the Execution funnel — submission, scoring, promotion to project — then link it under a Strategy quarterly priority to close the loop between ground-level insight and organizational commitment.
- How to get a 360-degree view of a customerBring together CRM contact data, linked deals, execution tasks, activity history, and audit log context to see the complete picture of one customer relationship in SPLX OS.
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