Perform your first check-in

Check-in (Progress and Status)

The goals and initiatives require proper tracking to check how the team performance is aligning to the goals they want to achieve and if the goals are not achievable or the priorities change then how should the team modify the planning.

You can do regular check-ins on your goals and initiatives to keep everyone updated about the progress.

GOALS

To log a check-in, follow the below steps -

  1. Open a goal from the goals dashboard.
  2. Click on the 'Check-in' CTA.
  3. Enter the status to log a check-in. Progress of a goal can not be manually updated.
  4. You can also view past check-ins on the goal under the Activity tab.

Progress of a goal is calculated by (total completed initiatives)/ (total initiatives) for the goal.  Completed initiative is defined as an initiative which has achieved 100% progress.

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INITIATIVES

To log a check-in, follow the below steps -

  1. Open an initiative from the goals dashboard or under a goal.
  2. Click on the 'Check-in' CTA.
  3. Enter the status to log a check-in. Progress of an initiative can be manually updated or set to automatic updation.* 
  4. You can also view past check-ins on the initiative under the Activity tab.

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*Note: Automation updates the progress of an initiative by (total completed features)/ (total features) Total completed features are the features which are in the Done state of the status.

 

To know more about goals and initiatives refer to this article.