What is the Workflow?
  • 04 Jan 2023
  • 1 Minute to read
  • Contributors

What is the Workflow?

Article Summary

Having understood the strategy model, what happens when you first login, the different roles, and so on, let's now try to understand the end-to-end workflow in a workspace!

  1. Login to the workspace - The First Login to Workspace
  2. Add a plan, focus area(s), objective(s) - Create Your Plan or Import Your Plan, Add Focus Areas to your Plan, Add Objectives to the Focus Areas
    1. Add success criteria for the objective(s) - Add Measures to your Objectives, Add Actions to your Objectives, Add Projects to your Objectives, and Add Contributing Objectives to your Objectives
  3. Add teams, assign plan to teams - Invite or Add New Users, Working with your Teams
  4. Manage your plans and teams, and their progress - Manage Plans and Teams
  5. See how your plans are aligned - Vertical alignment (View the Alignment of your Plans), Horizontal alignment (Add Focus Areas to your Plan)
  6. Monitor the progress with: This is the main aspect which gives you an insight of the performances, and guides in decision making!
    1. Goal-hub - The Goal Hub (Historical trend, audit-trail, etc.)
    2. Dashboards - Work with Dashboards (Visual insights of performances of plans, objectives, teams, actions, and so on.)
    3. Reports - Generate Reports (Highlights the summary of the performances, progress over time, risk metrics, health of various entities grouped by teams, plans, etc.)

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