Objectives & Key Results
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Aligning Objectives
Recommended Reader(s): All Users How do I align my objectives? Objective alignment is based on the contribu...
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Cloning Objectives & Key Results
Recommended Reader(s): All Users Why clone? Do you have objectives that are similar to some of your tea...
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Assessing your Objectives
Why Assess? One can perform assessments on active objectives, completed objectives, objectives that have pa...
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Make a Key Result into an Objective
Why do this? Making a Key Result into an Objective can allow for nested Objectives. This is referred to as...
Sydney Phelon -
How To Find Missing Objectives
Why can't I find my goals? If you are not seeing one of your goals, there are a few reasons that may be: ...
Sydney Phelon -
Creating Key Results (Milestones)
Creating Milestones To create Milestones/Key Results, simply navigate to the section of the goal/objectiv...
Sydney Phelon -
Creating Objectives/Goals
What is an Objective? Setting an Objective or Goal (depending on the preferred nomenclature used by your O...
Fred Pukay -
Sharing Objectives/Goals
If you would like to share an objective/goal with either Betterworks Support or another person by sending a...
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Deletion of Personal Information
How do I request deletion of my personal information from Betterworks? If you’d like to permanently delete ...
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Objective Views
What are views? Views make organizing your Objectives easier by grouping them together. You can toggle thro...
Sydney Phelon -
Adding Followers to a Goal
If you have a goal that needs the attention of other team members, adding coworkers as followers will inclu...
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Delete or End a Goal/Objective Early
Why would I need to delete or end a Goal? You may need to delete a Goal or Objective if you've made an erro...
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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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Using the Mobile App
What does it do? Our mobile app offers much of the same features and functionality as our web application....
Sydney Phelon -
Measuring Progress
Setting Metrics to Measure Progress Being able to count on accurate, up-to-date Goal progress lends confide...
Fred Pukay -
Goal Permissions
What are permissions? Permissions determine whether or not you will be able to edit or view an Objective/Go...
Sydney Phelon -
Exporting Goals to PowerPoint
What does it do? Have you ever wanted to take the data betterworks gives you about your Goals even further?...
Fred Pukay -
Using Filters To Create A Custom View
What are filters and how do they function? When you apply a set of filters to an objective/goal list, you’r...
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Adding A Category To An Objective/Goal
What's going on? If categories are enabled for your organization, users can add them to goals/objectives at...
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Using Goal Categories
What are Goal categories? Betterworks provides the ability to create and use goal categories to organize an...
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Exporting Objectives/Goals to Excel
What's going on? Have you ever wanted to take the data Betterworks gives you about your objectives/goals ev...
