It's possible to assign a specific set of Tips & Tricks and Checklist Items for users with the Manager role. This way you can create presets for different kind of managers (Sales-, Marketing- or Product managers for example) and show different pre-made content based on their needs.

Step 1. Click on Create Manager Preset

Step 2. Click on Create New Manager Preset.

Step 3. After creating the Preset, make sure that it's selected in the dropdown menu and you can start making changes to the Tips & Tricks and/or Checklist.

For more info on creating Tips & Tricks see this tutorial and this tutorial for more info on Manager Checklists.

To add a created preset to a user with the manager role follow these steps.

Step 1. Click on User Management in the menu on the left.

Step 2. Search for the user in the search bar and click on the name to open the profile.

Step 3. Select the preferred preset in the dropdown menu and click on 'save changes' afterwards.

Awesome! You now know how Manager Presets work!