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Quick Start Guide

If you are new to ClarityLoop, start here. This guide helps you get set up quickly and begin using the workflows that matter most in day-to-day work.

Watch this first​

Quick Start walkthrough

Use this to get the product map, the right first setup steps, and the best path based on your role.

What ClarityLoop helps you do​

ClarityLoop is designed to support performance and development continuously, not only at formal review points.

In practice, teams use it to:

  • capture useful work context while it is still fresh
  • give and request feedback with better evidence
  • run more focused 1:1s with clearer follow-through
  • turn recurring themes into goals and track progress over time
  • help managers coach from patterns instead of memory alone

1. Access your workspace​

Go to ClarityLoop login:

  • New user: sign up and create a workspace.
  • Existing workspace: join through an invite link from your admin or manager.
  • Sign in with email and password, Google, Microsoft, or company SSO (if enabled).

Related:

2. Complete one-time setup​

Complete this once so daily work is easier:

Important: integrations are recommended, not required. You can start using ClarityLoop immediately and connect tools over time.

3. Start from Home​

Use Home as your starting point. It gives you one view of what matters now, including:

  • tasks and follow-ups
  • meetings and actions
  • goals and growth signals

From there, follow the path that matches your role.

4. Choose the guide that matches your role​

Start with the path that best matches how you will use ClarityLoop first. Each guide gives you:

  • a recommended watch order
  • the first actions to take in the product
  • the most relevant docs to go deeper next
Choose your path

For Individuals

Capture work context, use feedback actively, and keep goals and 1:1s grounded in real work.

Choose your path

For Managers

See team patterns clearly, coach with evidence, and keep 1:1s, goals, and follow-through on track.

Choose your path

For Leaders & Admins

Set up the workspace, run shared people workflows, and create consistency across teams.

5. Use video walkthroughs by workflow when needed​

If you already know what you are trying to do, go straight to How-To Guides. That is the fastest route for workflows such as:

  • feedback
  • goals
  • context capture
  • 1:1s
  • team dashboards
  • reviews and surveys

If you are unsure what to do next inside a workflow, use ClarityLoop AI for in-product guidance.

Get support​