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Overview

Manager Reviews email a daily digest of your team’s meetings so managers can coach faster, spot risks, and plan the next day with confidence.

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Organization-Level Settings (Admins)

Access Manager Review Settings:
  1. Log in to your Momentum admin dashboard
  2. Scroll to Email section and find Manager Daily Reviews
Enable Manager Reviews for the Org:
  1. Toggle Past recap to send a summary of the previous day’s meetings
  2. Toggle Future focus to send prep notes for today’s upcoming meetings
  3. Click Save settings to apply the changes to your organization
Manage Exclusions (Optional):
  1. While Past recap or Future focus is enabled, use Select users to exclude… to choose managers who should not receive Manager Reviews
  2. Remove an excluded manager anytime with the X beside their name
  3. Save your settings so exclusions take effect
Manager Reviews Admin Settings

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Manager-Level Settings (Individual Managers)

Access Personal Manager Review Settings:
  1. Open the Momentum Home app
  2. Go to Settings and locate Daily Meeting Review
By default, Email me a daily review of my team’s meetings should be toggled on if your organization has enabled Manager Reviews. Here, you can choose the summaries you want:
  • Past recap for yesterday’s meetings
  • Future focus for today’s meetings
You can switch either option off anytime; changes apply to your inbox immediately.

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Support

If you need help configuring Manager Reviews:
  • Slack: Use your shared Momentum channel
  • Email: [email protected]
  • Documentation: Ask Momentum to enable Manager Reviews if the toggle is missing