Workfacta

Learn how to use every feature in Workfacta with step-by-step instructions

Using Workfacta

How to set quarterly goals to get started on achieving your targets.

Setting Quarterly Goals & Projects

How to set up SMART deliverables (Goals & Projects) for your team members

How to set Goals & Projects up in Workfacta?

How to set up the update frequency of your goals, numbers and reports

Update Frequency for Goals, Numbers and Reports

Everything you need to know about setting up and managing goals and projects - so your team stays aligned and focused on achieving results.

Goals & Projects

Learn how to create and assign a Number in Workfacta.

How to Create Numbers

Learn how, when and why to make a Private Number.

Create a Private Number

How to set different weekly targets for a given Number/ KPI.

Customise KPI - "Set For Each Week"

"Entering Running Totals" means that you are reporting "Total" or accumulated results.

Customise KPI - "Entering Running Totals?"

Rollover your Numbers to the next quarter automatically

Customise KPI - "Recurring Number"

Create Auto-Discussions based on the status of a Number in Workfacta

Customise KPI - "Auto-Create Discussion"

Turn updates into insights by Requiring Notes and setting expectations for reporting and accountability.

Customise KPI - "Require Note"

Ensure corrective action happens immediately when a KPI is off-target.

Require Action for Off-Target Results

Filter and Sort Numbers List

Learn how to assign a KPI to another team while keeping visibility and accountability in one place.

Delegate a KPI

Automatically generate KPI results using formulas built from other KPIs in Workfacta.

Calculated KPI's

Create a KPI once and roll it out across multiple teams - with flexibility for each level to set their own targets.

Deploy a KPI

Numbers (KPI's)

Learn how to create, assign and manage Actions in Workfacta.

How to Create Actions

Automatically create new actions on a schedule to improve operating efficiency

Recurring Actions

Create personal to-do lists by setting private actions.

Private Actions

Learn how to assign an Action to another team while keeping visibility and accountability in one place.

Delegate an Action

Actions

Follow the inbuilt Workfacta Meetings agenda to increase your productivity

How to run effective meetings in Workfacta?

Meeting Archive

How to schedule one-off team meeting in Workfacta

Change schedules for a series of regular team meetings on the Setup page

Re-schedule regular team meetings

Common questions and options for customising your meetings in Workfacta.

Meetings FAQ's

Meetings

Feeds give you a full activity history for any management item in Workfacta - making updates, communication and accountability visible in one place.

What is the Feeds feature?

Give context to your progress update by adding comments, links, and attachments in Feeds

Update Feeds with a Comment, Link or Document

Use Feed filters to track the full history of progress on Goals, Numbers and Reports over time.

Track & Filter Progress with Feeds

Feeds

It is time to make decisions!
Quickly resolve discussions and progress towards achieving your goals

Resolve a Discussion item

Discussions

Easily create and transfer Goals or Actions to any team in your Enterprise to ensure transparency

Assign Goals and Actions across teams

When assignee updates a delegated item, the Owner will have automatic visibility on the status.

Update a delegated item

A collection of frequently asked questions about delegating an item to another team in Workfacta.

FAQs on Delegation

Delegation

Add context when you Update a Goal status, Number result or upload a Report.

Add Notes/ Explanation to Your Updates

Creating & Noting News Items

Update in Workfacta

You can view the progress of each of your teams by using the toggling feature

Manage multiple teams

Spot data and trends directly on your Dashboard

Number Chart Widget

Discover insights and patterns from your graphs

Multi-Number Charts

You can change the user' status in the setup menu.

How to activate or deactivate users in Workfacta?

Dynamically click through performance graphs to drill into critical data to clarify performance details.

Team performance drill-through

Let Workfacta remind you when a document is needed

Workfacta Reports

The difference between draft and locked status

How to choose the status of your Goals, Numbers, Reports?

Other core features

Find answers and get help from Intercom Support and Community Experts

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