Edit Week

From the My Week page a user can click the ‘Edit Week’ button to access grouped scrolling Objectives which they can create goals against.

My Goals button

Returns the user to the My Week landing page view

Create un-linked Goal button

Takes the user to the Create Weekly Goal page

Scrolling Objectives

Each objective is scrollable in an endless loop (arrows remain at the very start and end of the lists)
Details button allows the user to see the Company Objective details
Create Linked Goal button takes the to the Create Weekly Goal window, with the goal pre-linked to the objective it was clicked from

Company Objectives

  • All users can view and create links to company objectives.

Shows all Company Objectives
Main title states “Company Objective”
Second line shows the Objective title
Third line shows the Key Result

Division Objectives

  • Company Owner/Admin’s can view and create links to ALL divisions objectives
  • Division Owner’s can view and create links to their Divisions objectives only
  • All other user’s can view and create links to division objectives that they are a part of (ie they are in a team that is linked to the division)

Main title states “Division Objective [division name]”
Second line shows the Objective title or blank if none exist for that division
Third line shows the Key Result or blank if none exist for that division

Integration
The integrations section will have Goals that come from integrations. For example, Autotask can have things called “projects” where the user can pull tasks / projects / requirements and link a Goal to it.
This is only visible when an integration is set up for the tenant.

Team Objectives

  • Company Owner/Admin or Division Owner’s can view and create links to ALL teams objectives.
  • Team Owner/Team Leader can view and create links to teams objectives of teams they are in + own
  • Team member’s can view and create links to team objectives of teams they are in.

Main title states “Team Objective [team name]”
Second line shows the Objective title or blank if none exist for that team
Third line shows the Key Result or blank if none exist for that team

Personal Objectives

Can only be seen by this user

Main title states “Personal Objective”
Second line shows the Objective title or blank if none exist for the user
Third line shows the Key Result or blank if none exist for the user

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