Leadr Home
Leadr Home was designed to give each user a place to clearly see what is expected of them within Leadr and provide actionable steps to achieving those expectations. Your personal dashboard for what matters most. Customize it to display:
Organizational clarity
Team clarity
Objectives
People
Celebrate
Upcoming meetings
Assigned action items
Feedback and surveys due
Team member birthdays and work anniversaries
Navigation Menu (Left Side)
Use the left navigation bar to move between core features:
Home: Your starting dashboard.
Meetings: View and prepare for upcoming 1:1s and team meetings.
Objectives: Track your goals and progress.
People: Find colleagues and review reporting relationships.
Feedback, Learning, etc.: Access other tools your organization uses.
Today’s Snapshot
At the top of your Home Page, you’ll see highlights of what’s most relevant for today, such as:
Upcoming meetings
Action items assigned to you
Recent objectives you’re working on
This helps you quickly focus on what needs your attention.
Leadr Home is completely customizable, so you can put the most useful categories to you, front and center. You can see birthdays and work anniversaries, upcoming meetings, what Action Items are due, as well as any Feedback that is coming up that is due!
Team Hub
Team Hub is a centralized space that gives team leaders a clear, real-time view of their team’s priorities, progress, and people.
Many team leaders struggle to get a complete picture of what’s happening with their teams. Information exists, but it’s often scattered across different parts of the platform. The Team Hub solves this by consolidating essential team insights into one easy-to-navigate dashboard—so you can take meaningful action without digging.
Meetings
Leadr syncs with your calendar (Google or Outlook) to bring in scheduled meetings. You can also create meetings within Leadr if needed.
Supported meeting types:
One-time 1:1
Recurring 1:1
Team meetings
Use the search bar to find agendas, topics, or comments quickly.
You’ll see your upcoming meetings listed, with quick links to:
Review the agenda
Add talking points
Check or assign action items
This ensures you walk into every meeting prepared.
Here is how you can connect your external calendar to Leadr. Leadr uses your external calendar as the source for all calendaring functionality. Meaning, that all edits to your meetings, whether created in your calendar or in Leadr, will be edited through your calendar event for that meeting. External calendars include Outlook and Google Calendar.
Objectives
Track personal, professional, or development objectives with transparency and accountability. Collaborate with peers by assigning collaborators or observers. It’s flexible—whether you're working on a team project or an individual milestone. Objectives are a feature within Leadr designed to give users a place to track their progress for things they need to or would like to achieve, with visibility and collaboration with others.
Your current objectives appear on the Home Page so you can:
Track progress toward goals
See any updates from your manager or teammates
Stay aligned with your team’s priorities
Working on a project with your peers? Working on a personal achievement that you need to track? Objectives is the perfect place to add both of these. At Leadr, we encourage each user to have a Personal, Professional, and Development Objectives set up at all times! To learn more about Objectives, see the article Create and Manage Objectives in Leadr
Action Items
Leadr’s Action Items make it simple to turn conversations into follow-through. You can quickly capture tasks during meetings or 1:1s, assign them to the right person, and track progress all in one place. Since each action item links back to the meeting where it was created, you’ll always have the full context. This helps teams stay accountable, aligned, and ensures that important next steps never get lost.
They allow you to:
Capture commitments directly during meetings or 1:1s.
Assign ownership so everyone knows who is responsible for what.
Track progress in one central place, making it easy to follow up.
Stay connected to meetings—each action item links back to where it was created for full context.
They help ensure that conversations lead to clear next steps and nothing slips through the cracks.
Learn more about Creating an Action Item.
People
Explore the People page to learn more about your teammates, including role, department, and other profile details. It’s a snapshot of who’s who on your team.
The purpose of the People tab is to learn more about the people you work with! Within the People page, you will be able to see who the People you work with are, what department they are in, what their personality type is, and so much more.
Growth
Leadr’s Growth section brings together all the tools you need to support personal and professional development in one place. With Development Plans, Insights, Feedback, Learnings, and Reviews, you can create a clear path for growth, gather meaningful input from peers and leaders, and track progress over time. It’s designed to help every team member feel supported, challenged, and equipped to reach their full potential.
Development Plans
The Development Plans section in Leadr is where employees and managers can work together to create personalized pathways for growth. Here, you can set specific objectives, outline action steps, and track progress over time. Each plan is designed to align individual development with organizational needs, making it easier to identify opportunities, build new skills, and celebrate milestones along the way.
Feedbacks
Use Feedback to foster growth. You and your teammates can request and give constructive feedback anytime. It’s designed to support ongoing development in a safe, transparent way.
The Feedback section within Leadr exists for users to grow and develop with their team by being honest and open in sharing their blindspots. It could be hard or kind of scary to hear about the areas where you can improve, but with a healthy and supportive team, their feedback is only shared to help you become better at what you do!
To learn more about Feedbacks see the article, Request and Receive Feedback, Add Feedback to Your Meeting, and How to Create & Manage a Feedback Template.
Learnings
Use the Learnings feature to share resources—like articles, videos, or training modules—with your team. Assign and track completion to support onboarding, skill-building, or refreshers on best practices.
The Learnings feature in Leadr is designed to house helpful content and questions designed to grow and develop team members. Whether you are onboarding a team and need to send out training content or you need to send out a refresher to the team on how to perform a task, the Learning feature makes it easy to set up and send out content with context to your team!
To learn more about the Learning feature, see the article Create a Learning
Reviews
The Reviews section in Leadr provides a structured way to reflect on performance and growth over time. It allows managers and team members to give thoughtful feedback, highlight strengths, and identify areas for improvement. By combining feedback with clear action steps, Reviews create meaningful conversations that drive development and keep everyone aligned on expectations and progress.
To learn more about generating Reviews, see the article Reviews for Users and if you are an Admin please read Reviews for Admins.
Helpful Tips
Use the Home Page as your daily launchpad—it’s designed to save you from clicking around.
Check your action items and meeting prep first thing each morning.
If something looks off (like a missing meeting or objective), double-check your calendar sync or talk with your manager.