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Quick start guide

How to use Top 3 Priorities

Top 3 Priorities keeps everyone focused on the three things that matter most right now — no accounts, no passwords, no apps to install. Everything works through personal links sent to your work email. This page explains each link and exactly how to use it.

Your #1 problem

Below your three priorities you can name the #1 problem holding you back — one specific obstacle slowing you, your team, or the company down. You can have one open problem at a time.

  • Describe the problem in your own words. If AI coaching is on, a short review step may ask a follow-up question or two to turn a vague frustration into a clearly defined, solvable problem.
  • You always approve the final problem statement — including a "we'll know this is solved when…" finish line — before it goes on your page.
  • Your problem appears on the team dashboards so the right people see it. Teammates can tap I can help, and you'll see their names on your page.
  • When it's fixed, mark it resolved. Changing the problem's text resets the helper list, so offers to help always match the current problem.

The mobile board

The mobile board is the whole team in your pocket. Open your mobile board link on your phone — it's built for small screens and quick check-ins.

  • Search — type a name or department to jump straight to a teammate.
  • Choose who you see — open the menu and tick the people you follow. Your picks are saved on that device, so the board always opens your way.
  • Always fresh — the board reloads itself on a schedule set by your admin, and shows a last-updated time at the bottom.
  • I can help — see a problem you can unblock? Tap the button, confirm your name, and the person sees you volunteered.
  • A small CU badge marks teammates whose priorities sync automatically from ClickUp.

Save to your home screen

Both your private edit link and the mobile board work great as home-screen icons — one tap and you're in, no bookmarks to dig through. The board even reopens with your people filter exactly as you left it.

iPhone / iPad

  1. Open the link in Safari.
  2. Tap the Share button (the square with an arrow pointing up).
  3. Scroll and tap Add to Home Screen.
  4. Name it (e.g. "My Top 3") and tap Add.

Android

  1. Open the link in Chrome.
  2. Tap the ⋮ menu (top right).
  3. Tap Add to Home screen or Install app.
  4. Confirm, and the icon appears with your apps.

Tip: save your private edit link and the mobile board as two separate icons — one to update your list, one to see the team.

Team dashboards

Alongside your personal links there are two read-only dashboards your leaders use — you don't need them day to day, but here's what they show:

  • Company dashboard — everyone's Top 3 grouped by department, with completions today and this week, streaks, a 14-day trend, oldest open items, and open problems. Built to run on a TV.
  • Department dashboards — the same view scoped to one team, so managers see just their people.
  • Both refresh automatically and include the I can help button on open problems.

Tips for a great Top 3

  • Keep all three slots filled — an empty slot is a missed signal to your team.
  • Make #1 the thing that matters most this week, not the loudest request.
  • Check items off as you finish — completions feed your streak on the dashboard.
  • Replace completed items the same day so the list always shows what's next.
  • Rewrite a priority if it hasn't moved in a week — stale usually means vague.
  • Use your #1 problem for what's slowing you down — it's how help finds you.