Learn to use MYPOP
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How to Use MyPop: A Step-by-Step Guide
Getting Started for New Users
Step 1: Setting Up Your Account
Navigate to the Login Page:
• Begin by heading to the MyPop homepage and selecting the login option. This will direct you to the platform login interface.
Choose Your Sign-Up Option:
• Option 1: Google
• Option 2: LinkedIn
• Option 3: Email and Password
Agree to Terms:
• Before proceeding, ensure you agree to MyPop's terms and conditions and familiarize yourself with the privacy policy.
Complete Your Profile:
• Enter your full name, contact number (for multi-factor authentication), optional company name, and site details.
• Select your country and set your time zone.
• Attach your avatar and save your changes.
Security Settings:
• Enable two-factor authentication for added security.
• Verify your email and phone number for account security.
• View and manage connected accounts: Check your integrated accounts and disconnect any if necessary. Integration happens in the next step.
Step 2: Integrating Services
Integrate Slack:
• Click the "Add" button to connect to Slack, which redirects you to the Slack connection page.
• Confirm the addition, and upon return, you'll see your Slack channels listed.
Connect Calendars:
• Start by connecting your Google Calendar; follow the prompts to integrate and sync your meetings.
• Repeat the process for Microsoft Calendar, ensuring all your meetings are up-to-date.
Integrate Jira:
• Click the provided link to navigate to the Atlassian accounts page and connect your Jira account.
• Accept permissions, then view and confirm that your projects (e.g., Eva AI and Demo Service Project) are correctly synced and displayed.
Step 3: Managing Your Calendar and Meetings
View Synced Calendars:
• If both Google and Microsoft calendars are synced, they will be visible on the top left-hand corner of the interface.
Add and Test Meetings:
• Add a test meeting to today's date on your calendar and save it.
• Sync your calendar to refresh and include any last-minute meetings.
• Invite MyPop to your meeting to test the integration and functionality.
Step 4: Managing Meeting Notes
Accessing Meeting Notes:
• From your dashboard, locate and click on the section for meeting notes. Select the specific meeting you wish to review.
Reviewing Meeting Summaries:
• On the meeting notes interface, you will find a summary that includes key points, blockers, and action items.
• Each action item is detailed with the team member assigned, the task, the deadline, the objective, and an associated Jira ticket.
Utilizing Automated Features:
• For meetings that generate suggestions for Jira tickets, use the "Create Your Ticket Issue" button to automatically add these to your project board.
Navigating Transcripts and Recommendations:
• View the transcripts tab for a detailed account of the meeting for finer details.
• Check the recommendations tab for advice on improving team synergy, optimizing processes, and better utilization of tools based on your goals.
Step 5: Navigating Your Dashboard
Overview of the Dashboard:
• Visit your dashboard for a continuous view of upcoming meetings, active projects, connected meeting notes, and recommendations from previous meetings.
Staying Prepared:
• Regularly check the key points and recommendations to stay updated and prepared, especially helpful for managing back-to-back meetings.
• Use the dashboard to always stay a step ahead and ready for your next session.
Adding and Joining a MyPop Workspace
Adding Users to Your MyPop Workspace:
• Navigate to your MyPop workspace dashboard.
• Click on 'Invite Members' or a similar option in the user management section.
• Enter the email addresses of the individuals you want to invite.
• Assign roles (Admin, Team Manager, or Licensed User) according to the level of access you want each new member to have.
• Send the invites.
Joining a MyPop Workspace:
• Receive an email invitation to join a specific MyPop workspace.
• Click on the 'Join Now' link in the email.
• Set up your MyPop account by entering your details, such as your full name and password.
• Once your account is created, log in to access your designated workspace.
These steps ensure controlled access and organized collaboration within your MyPop workspace.