Workfacta

Workfacta Support Team

Discover all the functions you can perform on the Platform

Platform features and how-to

Translate your Annual Plan into Quarterly Plans to make your goals manageable

How to plan quarterly goals in Workfacta?

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?

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

Update Frequency for Goals, Numbers and Reports

Quarterly Planning

Assign KPIs and key metrics to make your team accountable

Assign Numbers to the team

If you set a Number as "Set For Each Week", you are setting weekly targeted goal metrics.

Customise your Numbers reporting - "Set For Each Week"

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

Customise your Numbers reporting - "Entering Running Totals?"

Rollover your Numbers to the next quarter automatically

Customise your Numbers reporting - "Recurring Number"

Filter and sort Numbers list

Quarterly Planning - Numbers

Automatically create new actions on a schedule

Recurring Actions

Create to-do lists by setting private actions

Create to-do lists using Workfacta Actions

Actions

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

Delegate Goals and Actions across teams

As soon as the assignee updates a delegated item, the Owner will know on their dashboard

Update a delegated item

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

FAQs on Delegation

Delegation

Follow the inbuilt Workfacta Meetings agenda to increase your productivity

How to run effective meetings in Workfacta?

Meeting Archive

You can enable Ad-hoc Meetings as a once-off

How to schedule one-off team meetings in Workfacta

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

Re-schedule regular team meetings

Workfacta Meetings

Explain your Goals status and Numbers results with more context

Add notes/explanation to your Goals and Numbers update

Workfacta Discussion items help you raise any issues that may impact the business and solve them with the team during meetings

What are Workfacta Discussion items?

News

Only Enterprise Admins can manage notifications set-up on the platform

How to manage notifications for new activities on Workfacta?

Update in Workfacta

Display up-to-date information about all your activity on the Platform

What is the Feeds feature?

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

Update your progress with Feeds

You can track Goals, Numbers, and Reports by Financial Year, Quarter, and Week

Track an item's progress with Feeds

Feeds

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

Manage multiple teams

See how your team is performing from week to week

How to read the Team Performance Graph?

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.