FAQ
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Setting Objectives/Goals
What is an Objective? Setting an Objective or Goal (depending on the preferred nomenclature used by your O...
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Editing Goals/Objectives
How can I make changes to my Objectives? Setting and accomplishing goals regularly is what helps users win ...
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Creating Key Results (Milestones)
Creating Milestones Assigning Milestones to Other People Cloning Goals and Milestones Owning Milestones On...
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Permissions
What are permissions? Learn more about creating private Goals, setting permissions and roles on Goals, and ...
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Progress Settings
Setting Metrics to Measure Progress Being able to count on accurate, up-to-date Goal progress lends confide...
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Alignment
How do I align my Goals? Goal alignment is based on your Goals' and Milestones' contributions to other Go...
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Manage Administrators
How can I manage administrators? Users with Super Admin privileges can view, add, update, and remove admini...
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Managing your Organization's Account Overview
What can I do? As a betterworks Admin or Super Admin you can support your goal setting program by doing thi...
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Understanding betterworks Admin Abilities
What is an Admin? Administrators are users with additional rights and permissions that affect your organiza...
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Approving an Edit Request
How can I approve an edit request? When a team member requests to edit a past due Conversation, this is wha...
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Localization and Languages
What does it do? The new language feature allows Betterworks customers with employees in different countrie...
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Bulk Uploading Users and Departments with a CSV
What this page is for: Bulk Adding Users Step-by-step instructions to make changes to how you...
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Salesforce Integration
Contents What is it? Prerequisites Deployment Creating a Connected Goal Working with connected goals FAQs ...
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Configuring the Gmail Extension
What does it do? With the betterworks email extension you can use Gmail or Outlook to check in and comment ...
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Asana Integration
Contents What does it do? Setting Up the Integration Selecting Tasks to Integrate Continue Syncing Progres...
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Google Sheets Integration
Contents What does it do? Setting Up the Integration Selecting Data to Integrate Updating an Integrated Mi...
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Introduction to the betterworks API
What does this do and what's an API? An API is a way for a software application to retrieve and input data ...
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Curl and the betterworks API
Contents What is curl? Authentication URI Structure and Versioning How to get a goal ID Sample GET Request...
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Conversation Statuses Defined
What are Conversation statuses, and why are they helpful? The statuses of a Conversation keep all parties o...
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Take Ownership of a Conversation
How do I take ownership of a conversation? If a manager change occurs during an active conversation cycle a...
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Using the Conversations Module
What does it do? To get started, click the "Conversations" tab. If you don't see this, reach out ...
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Request to Edit a Conversation
What if I need to edit a past due Conversation? 1. Login to betterworks and click Conversations. 2. Click ...
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Skip Level Conversations
What does it do? This feature allows managers to view the conversations of those managers who report to the...
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Managing Conversation Transfers
In some cases, an employee may be promoted or transferred out of their department in the middle of a conver...
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Cheering, Nudging, and Checking in on Goals
Users can easily cheer and nudge teammates and coworkers from the Goal list. It is important to note that o...
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Collaborating with Teams
Creating and Managing Teams Creating a Team Team-owned Goals Making progress on a Team-owned Goal Managing...
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Using the Feedback Module
How to Request, Give, and View Feedback - Individual Contributors How to Request, Give, and View Feedback -...