Instructions on labeling groups, creating labels, and general organization within Pomello.
Pomello is organized into three primary sections. The “Executive Summary”, “Trends and Insights”, and “People and Surveys.” The Executive Summary provides a bird's eye view of the organization, looking at the relative strength of different groups within the organization. For this reason, it can be organized different ways (by department, functional team, location, or any other desired characteristic.) In order to view the organization in different ways we employ the use of labels which can be used to filter different groups in and out of the executive summary. They can be accessed by the drop-down in the top left-hand side of the executive summary.
First, access the settings page in the top right hand corner of the screen. From the settings page, click on the “Groups” tab. From here you will see a comprehensive list of all groups within the dashboard. To assign an existing label to a group, click on the pencil icon next to the group you would like to edit. Under the “Group Labels” section, begin typing the label you would like to add. It should populate. Select the label, and click save. Now this group will be associated with the label you have added in the executive summary.
Again, access the settings page. This time, select the “Labels”tab. If you would like to create a new label simply type the label you would like into the “Add Label” field. Once you’ve created labels you can add multiple groups to any label by clicking the pencil icon and adding groups to each label. Once you’ve added all of your desired groups, click save changes will be reflected in the executive summary.