What's new?
Housekeeping: Cleaning up the sidebar π§Ή
In an effort to provide greater clarity, we rearranged a few menu items. We moved the Planning feature to the first level to make it more accessible and pulled the Dashboards feature into the Tools section. The Trash bin for goals is now located at the bottom of the sidebar.
We are currently working on a concept for enhanced team spaces and simplified access management. This sidebar modification is just the first step towards achieving better clarity and structure. Stay tuned!
Introducing: Custom Goal Statuses π¦π
You can now customize your goal statuses by renaming them, adding new statuses, and assigning scores.
Additionally, goal statuses are now divided into Active and Closed goals. Active goals are those that you are still working on, while closed goals are ones that have been completed or closed out. By default, you can close goals by marking them as "Achieved," "Partial," "Missed," or "Dropped" (in case you decide to stop pursuing them). Of course, you can also define your own βClosedβ statuses. Note that closed goals can still be edited if needed.
To learn more about goal statuses and scoring, visit our help center: English β German
Duplicating dashboards and content cards
You can now duplicate your custom dashboards as well as the individual content cards they contain. By using an existing dashboard or content card as a template, you can streamline the process of creating and adjusting new odashboards.
Introducing: Custom Dashboards ππ
The first version of custom dashboards is here!
Custom dashboards can be used for anything. Here are just a few of many use cases:
- Company Cockpit: An executive summary encapsulating the company's vision, mission, and values, as well as top-level KPIs and overall OKR progress.
- Quarterly Business Review (QBR): An in-depth analysis of quarterly achievements, growth, challenges, strategic initiatives, as well as OKR highlights and lowlights.
- Weekly Management Report: A report that highlights key accomplishments, challenges, and focus areas for the week, aiding in short-term decision-making and planning.
- Personal Dashboard: A tailored view featuring individual OKRs, your check-ins, personal notes, relevant files, and quick links to your team members public profiles.
- Department Overview: A comprehensive snapshot of a department's mission, key metrics, goals, team members, and other possible reports, like OKR leaderboards.
Head over to the new Insights section and start building your dashboards now π
P.S. This is just the start: In the future, even more features, report types and use cases will be available! If you have suggestions for new insights or features that would make custom dashboards more valuable to you, do let us know by using the feedback button in the upper right corner of the screen π
Learn more about custom dashboards in our help center: English β German
Quickly add relevant goals to your check-ins
We recently added new options to quickly add goals. You can now choose to either add all goals from your last check-in or all goals where you have been mentioned in a property (such as Owner, Contributor, etc.).
Restore deleted goals from Trash
Say goodbye to that feeling of panic when you accidentally delete a goal. You can now restore deleted goals from a trash folder located at the bottom of the sidebar. From there, you can also choose to permanently delete a goal if you wish.
Introducing: The Goal Tree π³π
If you're on the Pro or Enterprise plan, you now have access to one of our most anticipated features: the goal tree view. Here are a few of the many ways you can use it:
- Use the goal tree view as a drawing board to map out all your strategic pillars, focus areas, goals, and initiatives in a hierarchical view.
- Give everyone a high-level overview of your company's strategy and the alignment of your goals and OKRs.
- Zoom in on OKR sets of certain departments or focus areas.
- Quickly discover isolated goals and align them under the correct parent goal.
You can also create and edit goals directly from the goal tree view or rearrange them via drag and drop.
Learn more about the goal tree in our help center: English β German
This is only the beginning! We actively listen to our customers and can't wait to hear your ideas and suggestions for improving the new goal tree. If you like or dislike something, have ideas for additional goal tree features, or how we can improve it, we encourage you to use the feedback function at the bottom of the page and send all your brilliant ideas and feedback our way π.
Improvements to the sidebar
We have made some improvements to the sidebar: The first thing you might notice is that your personal Home view can now be found at the top of the sidebar for better visibility. In the near future, the Home view will receive an update that makes it more powerful and useful (once we have released our new "Custom Pages" and "Custom Dashboards" feature).
Another improvement is that you can now quickly access different views of your goals directly from the sidebar by clicking on the arrow next to team spaces. Lastly, "My workspace" is now called "Spaces" πͺ.
Inline editing for aligned items on goal detail pages
With inline editing you can now directly edit aligned items on the goal detail page, providing a faster and more efficient way to manage your goals.
This feature is part of our preparation work for the upcoming goal tree feature, which will allow you to visualize and manage the relationships between your goals in a tree view.
Inline editing on cascade views
We are pleased to introduce a new feature that allows you to edit the content of your goals inline. Now you can quickly and easily modify your goals without having to open the goal detail page.