You can now add notes/explanation when you update Goals status and Numbers results.
How to add notes/explanation?
There are two ways you can add notes/explanation when you update Goals and Numbers.
You will receive a pop-up window to add notes/explanation.
The platform will prompt you to add notes/explanation when you update a Goal as "Off Target" or a Number result being off-target.
In the example below, when updating the Number "Weekly new social media followers", the result is below the target ( > 10). The user receives a pop-up window to add notes/explanation why the result is below target.
Example: The platform prompts you to add notes/explanation for a off-target Number
Note: Notes/explanation is not required - the platform encourages you to provide more context to your updates for better team alignment and collaboration. You can save without adding notes/explanation. |
You can click on the icon to add notes/explanation.
The other way to add notes/explanation is to click on the icon. For Goals and Numbers that are not off-target, you can still add notes/explanation to them by clicking on the icon.
The icon will change colour from grey to blue when the notes/explanation are saved.
How to review notes/explanation added?
You can review available notes/explanation of off-target Goals and Numbers in Workfacta Meetings.
Notes/explanation will show up automatically in your Workfacta Meeting Agenda on the platform after you add them.
Go to the New Meeting page, navigate to the Goals and Numbers tab in the Meeting Agenda, and then you will see any notes/explanation created for off-target Goals and Numbers, respectively.
Example: Review a saved note/explanation in Workfacta Meeting Agenda
You can also review any notes/explanation provided in the Meeting Agenda emails and the Meeting Minutes sent to your inbox.