Overview: Objective Manager Page
The Objective Manager page will default to displaying a list of open objectives in the platform – this will include any objectives where you are the Reviewer, and any objectives which are within your downline.
In this lesson we will look at the different aspects of the Objective Manager page which can help you to manage objectives in the platform easily.
The grid will display a list of open objectives. You can open any of the objectives below by clicking on the title of the objective to the far left of the row.
Within the table you will also be able to view other high level information including the name of the Reviewee (assigned to) and the Reviewer (reviewed by). If the review has been assigned to a Department, or at a Company level then this will display differently in the grid.
The Score bar will reflect the percentage of completion – providing a high level overview of how an objective is progressing.
Depending on what permissions are associated with your account, you may have the ability to delete or edit information for the objective. Editing the objective will allow you to update information such as the due date or title. The edit (pencil) and delete (trash can) icons can be found to the right of the grid.
Click on the chevron to the far right of the filters bar to reveal the filters. Here you can utilise the nine filters objectives based on the Title, Type, Assignee ect.
The filters will default to displaying open personal objectives. You will need to clear these from the Type feel to expand you list to view departmental or company objectives for example.
The buttons with the colourful icons above the filter bar are interactive and will become usable once an objective falls in to any of these categories. This makes it easier to filter down the objectives to those that are overdue, due within the next 7 days etc.
These buttons can be used in conjunction with the filter bar – meaning that you can see all overdue reviews for a specific employee for example.
Filter Bar Buttons
There are a number of different buttons in the filter bar which can help you to view certain types of objectives. The people icon (depending on what security permissions are associated with your account) will display either objectives within your team, or all objectives within your organisation.
The tick icon will include completed objectives in your search – completed objectives will display as ‘Completed’ with a green tick under the Status section of the grid.
The circular arrow icon will reset any filters which you have applied.