Objectives

v.1.21.3

Objectives can be created from objective templates and set for individual users, groups and departments at either a personal or company level.

In Manage Mode

List View Options

A Manager can control and filter their list of objectives that they manage.

1. Show help guide
2. Options (3 dots)
   1. Overview diagram
   2. Export all
3. Bulk Actions (on selected objectives in list)
   1. Complete
   2. Delete
4. Add
5. Filter Buttons
   1. Total
   2. Overdue
   3. Due in 7 days
   4. Due in 30 days
   5. Not Updated in 30 days
   6. Not Started
6. Filters
   1. Click to show full filters
   2. People Icon
      1. Grey - all objectives (by team)
      2. Orange - show just my team objectives
   3. Tick Icon
      1. Grey  - exclude completed
      2. Orange - include completed
   4. Refresh icon
      1. Reset all Filters

View All Objectives

1. Photo of owner
   1. Mouse over to view Smart card
      1. Description
      2. Assigned to
      3. Created By
      4. Reviewer
      5. End Date
      6. Last updated date
      7. Progress Bar (percentage complete)
      8. Competency
      9. Objective Type
2. Priority
3. Title
   1. Type tag
   2. Status
   3. Type
      1. SMART
      2. OKR
4. Assigned to
5. Tag
6. Reviewed By
7. Competency
8. Progress
   1. View status bar of the individual’s progress bar
   2. Percentage of objective completed
9. Status
10. End Date
11. Actions: Clone, Edit/Update, Delete

Create Objectives

1. SMART (Objective Type) Wizard
   1. Number
   2. Percentage
   3. Financial
   4. Yes/No
2. OKR (Objective Key Result) Wizard
3. Existing Template
   1. Choose from list to pre-populated  Objectives
4. Custom Objective
   1. Title
   2. Description
   3. Tag
   4. Type
      1. Company
      2. Department
      3. Personal
      4. Personal (OKR)
   5. Priority (config)
      1. High 
      2. Low
      3. Normal
   6. Competency (Optional)
   7. Person to assign to
      1. person
   8. Reviewer
      1. person
   9. Date start
   10. Date Finish
   11. Value Setting
       1. Number
       2. Financial
       3. Percentage
       4. Yes/No
   12. Start Value
   13. Target Value
   14. Link to another objective
       1. Choose objective to link from department objectives
   15. Action: Attach Document
   16. Settings
       1. Allow manual progress (note : on only)
       2. Allow conversation feature
          1. Includes chat conversation on the objective
   17. Notifications
   18. Sharing – check this - only available after creating the objective in an update  

Objective types

1. Personal
2. Department
3. Company

View Objective

1. Actions
   1. Manage - enter the objective and administer it
   2. Complete
   3. Clone
   4. Update
   5. Remove
2. Tags
   1. Open/Closed
   2. Personal/company/department
   3. Smart / OKR
   4. Priority - colour coded
3. Details
   1. Title
   2. Description
   3. Tag
   4. Created By
   5. Dates
      1. Start
      2. Ends
      3. Recurrence
   6. Progress (Hidden by default)
   7. Value Settings (Hidden by default)
      1. Type
      2. Description (of type)
   8. Objective Settings (Hidden by default)
      1. Allow manual progress changes (T/F)
      2. Allow conversation feature  (T/F)
      3. Allow Documents  (T/F)
      4. Allow like  (T/F) 
      5. Allow images in comments
   9. Notification Settings (Hidden by default)
   10. Summary
       1. Due date / time over due
       2. Completion status
       3. Employee name and photo
   11. Conversation
       1. Comments from both parties
       2. Images
       3. Documents
       4. Action: Add comment, image, document
       5. Action: Update comments (own comments only), remove comments

Manage Objective

1. Tags
2. Dates
   1. Overdue status
   2. Last progress 
   3. Due Date
3. Photo / Name
4. Status
   1. All done
   2. In progress
5. Action : Complete the objective (mark it as done)
6. Action:Update progress
   1. On track
   2. Off track
   3. At risk
7. View Progress Updates (hidden by default)
   1. List of Updates 
      1. User who updated
      2. status once updated
      3. Date and Time
      4. Percentage of completion at time of update
8. Information
   1. Objective description
9. Conversation
   1. Comments from both parties
   2. Images
   3. Documents
   4. Action: Add comment, image, document
   5. Action: Update comments (own comments only), remove comments

Clone Objective

Opens full editable and pre-populated update form for a new objective containing cloned details from the the chosen objective.

Objectives Leaderboard

(off by default - a leaderboard must be created to show the tab (see settings))

Default Monthly View

Per User 

1. Name
2. Department
3. Leaderboard title
   1. Total Score
   2. Weighted score
4. Total
   1. If cumulative for multiple tags
5. Grand Total

In Myself Mode

As an end user or employee you can view and contribute to your own objectives and create certain types of objectives for yourself.

View Objectives by Type

1. Use help guide
2. Show completed Objectives toggle
   1. Tick visible in header bar
   2. Grey = not included
   3. Orange = include completed objectives
3. Add (see below)
4. View Objectives by type
   1. View Grid of objectives
      1. Name
      2. Competency
      3. tag
      4. Type
         1. SMART
         2. OKR
      5. Percentage Complete
      6. Date
      7. Time since set
      8. Priority
      9. Comments icon
         1. Shortcut to add comments to objective
   2. Filter View
      1. Date
         1. Due in 30 days
         2. Due in 60 days
         3. Due in 90 days
         4. Overdue
      2. Priority
         1. High
         2. Low
         3. Normal
      3. Tag
         1. Available tags listed
      4. Sort
         1. Priority
         2. Progress
         3. Date
   3. Manage / Update my objective (SMART)
      1. Competency
      2. Objective Title
      3. Tags
      4. Priority Label
         1. Low
         2. High
         3. Normal
      5. Type Label
         1. SMART
         2. OKR
      6. Summary/Progress
         1. Summary
            1. Dates        
               1. Overdue / remaining time
               2. Date set
               3. Last progress
            2. Photo / Name (Myself)
            3. Status
               1. Current level
               2. Type
                  1. Number
                  2. Percentage
                  3. Financial
         2. Progress
            1. Graphed view of Progress to date
      7. Progress Updates
         1. Slider to update current progress level
         2. Incremental or Total
         3. Display value in numbers 
      8. Action : Complete the objective (mark it as done)
      9. Action: Update progress
         1. On track
         2. Off track
         3. At risk
      10. Add a progress description
          1. text
          2. emoji
          3. date 
      11. View Progress Updates (hidden by default)
      12. Information
          1. Objective description
      13. Conversation
          1. Comments from both parties
          2. Images
          3. Documents
          4. Action: Add comment, image, document
          5. Action: Update comments (own comments only), remove comments 
   4. Manage My Objective (OKR)
      1. Competency
      2. Objective Title
      3. Tags
      4. Priority Label
         1. Low
         2. High
         3. Normal
      5. Type Label
         1. SMART
         2. OKR
      6. Objective Key Results
         1. Action: Add
         2. Key Result list (tabs)
         3. Summary
            1. OKR Name
            2. Action:3 dots
               1. Action: Update
                  1. Edit parameters of the KR
               2. Action: Remove
                  1. Completely remove KR from the Objective
            3. Date range
            4. Photo / Name (Myself)
            5. Status
               1. Current level (numeric)
               2. Current Status (yes/no)
               3. Type (numeric)
                  1. Number
                  2. Percentage
                  3. Financial
            6. Progress
      7. Progress Updates (for type percentage and number)
         1. Slider to update current progress level 
         2. Incremental or Total
         3. Display value in numbers 
      8. Action : Complete the key result (mark it as done)
      9. Action: Update progress
         1. On track
         2. Off track
         3. At risk
      10. Add a progress description
          1. text
          2. emoji
          3. date 
      11. View Progress Updates (hidden by default)
      12. Information
          1. Objective description
      13. Conversation
          1. Comments from both parties
          2. Images
          3. Documents
          4. Action: Add comment, image, document
          5. Action: Update comments (own comments only), remove comments 

Add a Key Result to my OKR

1. Choose Value type
   1. Number
   2. percentage
   3. Financial
   4. Yes/No
2. Details
   1. Label / name
   2. Link objective 
   3. Share objective
   4. Numeric options
      1. Minimum
      2. Maximum

Add an Objective for Myself

1. Choose from templates
   1. (Note: if template is a department objective - it is created there)
   2. Update details
      1. Title
      2. Description
      3. Dates
         1. Start
         2. End
      4. Objective Settings
         1. Recurring
            1. Number
            2. Interval
               1. Days
               2. Eeks
               3. Months
               4. Years

In Settings mode

Ad an administrator of the system, you can manage the underlying objective templates, reasons for closing and priority descriptions that are used to create objectives.

Objective Templates

1. List View
   1. Title
   2. Type
      1. SMART
      2. OKR
   3. Competency
   4. Values
      1. Type
      2. Start
      3. Target
   5. Objectives using
      1. Count of objectives using the template
   6. Created on
   7. Actions : Clone, Update, Delete
2. Template View
   1. Details
      1. Title
      2. Description
      3. Tag
      4. Recurring
      5. Competency
      6. Type
         1. Personal
         2. Department
         3. Company
         4. Personal (OKR)
      7. Value
         1. Type
         2. Start
         3. Target
      8. Objective settings
         1. Allow manual progress changes
         2. Allow self service
         3. Allow comments
      9. Notification Settings
         1. See Common Functionality here
   2. Objectives using template
      1. List user, objective title and dates of those objectives created from the template
   3. Information
      1. created date
3. Clone Template
4. Add Template
   1. General
      1. Title
      2. Description
      3. Tag
      4. Type
         1. Personal
         2. Department
         3. Company
         4. Personal (OKR)
      5. Competency
   2. Objective Settings
      1. Allow manual progress changes
      2. Allow self service
      3. Allow comments
      4. Recur
         1. Value
         2. Interval
            1. Days
            2. Weeks
            3. Months
            4. Years
   3. Notification Settings
      1. See Common Functionality here
5. Delete Template

Objective Priorities

1. List View
   1. Colour
   2. Title
   3. Priority
   4. Created by
   5. Created date
   6. Actions
      1. Update
      2. Remove
2. Action: Add
   1. Title
   2. Description
   3. Priority
   4. Colour
3. Help guide (not currently active)

Objective Dashboard

Add a Dashboard or Leaderboard

(security Settings must be enabled - see here)

Reasons (closing objectives reasons)

1. List View
   1. Title
   2. Created by
   3. Created date
   4. Actions
      1. Update
      2. Remove
2. Action: Add
   1. Title
   2. Description