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Using the Objective Side Panel to work with objective details

Review an objective and work with objective details using the side panel.

Summary:

Whether you access an objective from the Objectives Module or from your Objective Activity widget on your home page, selecting the objective by clicking on the title presents a side panel with additional details and information about the objective.  These details include:

  • Description - a description of the objective.
  • Key Result progress - a summation of the progress made on each key result.
  • This Week's Tasks - a list of this week's tasks, overdue tasks, or tasks added this week.
  • My Check Ins - a summary of check ins made on the objective.
  • Progress - a progress chart comparing expected, actual and phase of performance progress.  

Side panel components

The side panel for an individual Objective and a Team Objective are very similar. Team Objective differences are as noted. 

Side panel header

Side Panel header_Team OKR-1

Team Details link - (Team Objective only) - links to the Team Details page. 

Conversation link - links to the Objective Conversation page. 

Vertical alignment - links to the hierarchy view detailing the vertical alignment of the team Objective and Key Results to the Corporate Strategy Key Result.

Options drop down list - list of options to delete, archive or copy objective.

Check In button - Opens the Check In page; if needed, click link for more details: Using Check In.  

Edit button - Opens the Edit Objective page. 

Close button - Closes the Objective panel.

Side panel banner

Side Panel banner_team OKR-1

The banner contains:
  • the objective title
  • the date range of the objective
  • the assessed phase of performance
  • the SMART objective assessment (if licensed)
  • Progress bar(s)
    • My Progress (individual objective) - reflects your progress. 
    • Team Progress (Team Objective) - displays the overall combined team progress. My Progress (Team Objective) - displays only your portion of progress on the key results you are contributing to on the team objective.

Description section

This is the objective description. Expand the description by clicking the more... link to see the full description of the objective.

Key Results / My Progress section

Objective (Individual)

Shows a list of the key results for this objective and displays your most recent My Progress data (as updated using Check In).

KRs_Individual OKR 

Team Objective

KRs_team OKR-1

 

Key Results (I'm Contributing To) - lists team key results to which you contribute. The combined team progress for this key result is reflected in the Team Progress column, and your progress toward the key result is reflected in the My Progress column. 

Key Results (I'm Not Contributing To) - lists team key results to which you are not contributing.    

Links within Key Results (Team OR Individual)
  • The number of contributors is indicated on each Team Objective Key Result. Click the Contributors link in the key result to view list of contributors.
  • An Aligned link indicates that the key result is aligned horizontally to another Key Result on a different Objective. Click the Aligned link to view the Key Result to which this key result is aligned. Vertical alignment only shows (no icon) if the objective is Aligned. It does not automatically link to the Corporate Key Results Hierarchy page.

Nudge Contributor(s)

Encourage an individual to update their KR by nudging them through the Nudge feature.
  • Click on the Ellipsis (...) next to the contributor.
  • Nudge for the KR you wish to bring attention to, then select a message to send to the user with your nudge.

Nudge or recognize_side panel_Team OKR

Recognize Contributor(s)

You can easily recognize the contributor on the specific Key Result through the side panel Give Recognition feature.

  • Click on the Ellipsis (...) next to the contributor.
  • Select a recognition program
  • Upon selecting a program, the modal opens with contributor/owner pre-selected and default text of "Great job on" objective title pre-filled.
  • Select an award from the program. 
  • Once all required fields are completed, click on Submit.

recognize side panel

Task(s) Section 

Task_Team OKR side Panel

Lists tasks created this week, tasks due this week, and overdue tasks against the selected objective. Note that if a task is not due this week and the task was created in a previous week, the task will NOT appear in this week's tasks. 

      Ellipses (...) - clicking the ellipses provides two options for the specific task: 

                  Edit - opens the Edit Task page. 
                  Delete - allows task to be deleted.

          Add new task - type a new task in the field and select the green 102021 - green plus sign - Add to add the task to My Tasks.  

Check Ins section

The most recent Check In comment is shown. Select the Show all comments link at the bottom to display all of the comments from previous check ins.

Check-ins_Team OKR Side panel-2

 

Progress section


Progress_team OKR Side Panel-1This progress history chart shows your Actual progress (blue), Expected progress (orange) based on the start and end date of the objective, and Phase of performance (green) assessed status if Phase is enabled by your administrator. Hover over a data point to see the specific numbers by date.