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Release 14.19

New Teams View

RESULTS has revolutionized the way you can view an overview of your Teams: now you can customize your experience with different filters and controls. The filters give you more control over the which Teams and Goals are displayed, and the controls let you change what's displayed and how. All together, these improvements let you create the visual arrangement that's most compelling to you at the moment.

Teams

First, go to Teams by clicking on "Teams" in the left-hand menu. As before, this lists the Teams you're able to view, along with each Team's Goals.

Filters

All Teams vs My Teams

Sometimes you want to oversee a large number of Teams, and sometimes you want to focus on your part of the company. When you do, you can now focus on just the Teams you manage or to which you belong. In the upper right of the center panel, toggle to "My Teams" to view only your teams. You'll get a straightforward visual understanding of how you're doing, where you need to focus attention, and where you need to acknowledge success.

Simply toggle back to "All Teams" to view the big picture.

All Goals vs Top Goals

It's often informative to overview all the Goals your Teams are pursuing, but sometimes it's useful to focus on a subset. Now you can.

First, you'll notice that you have the ability to drag and drop your goals.  You'll want to order the goals under each one of your teams so that the 4 goals that are most important to you display directly under the team. 

Now look at the top of the Teams page in the Center panel. You'll see how to toggle between the two views. "All Goals" will show everything, and "Top Goals" will show just the first 4 goals which you've dragged underneath a team from your teams dashboard.

Mix & Match

Notice, too, that you can chose any of the four possible combinations of Goals and Teams. 

 

 

Controls

Expand/Collapse Teams

Notice the two new icons that appear at the top of the Teams' center panel – one up arrow and one down arrow. 

Click the up arrow, and all your Goals are hidden, revealing instead just the list of your Teams. 

Click the down arrow, and all of your Goals are shown at once, giving you a complete overview. 

In both views, there's an arrow next to the Team's name. Toggle it to either show or hide that Team's Goals, giving you complete control over the relationships you want to view at once.

Card, Tile and List Views

You'll also see the familiar Card, Tile and List view icons in the upper right of the center panel. 

  • Card View - Shows the Goal's name, a graphic representation including its value or status, icons letting you know if it's an integrated KPI or a Child Goal, and flags if the Goal needs to be updated.
  • Tile View - Shows the Goal's name, its value or status as text of the appropriate color, it's variance from its target value, and flags if the Goal needs to be updated.
  • List View - Shows all of the above in a table.

+ New Team

At the top left of the Team center panel you'll find the "+New Team" link. Clicking it displays a new interface for creating a Team, which replaces the old "Manage Teams" page.

Name your team

Enter a unique name for the team. This is a required field.

Add your Team Manager

Only one manager allowed. Click the large "+" icon to start. Scan the list or start typing a name in the field at the top. Click the "+" next to the name to designate that person the Manager, and click the "Done" button at the bottom to finish.

Add Team Members

Add as many Team Members as you want. The interface works the same way, only now you can click multiple "+" icons next to people before clicking "Done."

  

Create the Team

Click the Create Team button to Save your new Team, or click Cancel to return to the Teams page.

Create a New Goal for a Team

Click "All Goals" at the top of the center panel, and then open the Team for which you want to create a Goal with the arrow next to the Team's name.

No matter which view you're using, you'll see an empty goal icon the same shape as the active goals, but with "+New Goal" in it. Click on that, and you'll launch the normal Goal creation process to create a Goal for that Team. 

If you don't see the "+New Goal" icon, it's because you're viewing your "Top Goals." Toggle out of that and into "All Goals" using the buttons at the top of the center panel.

Team Controls

These three controls are at the top right corner of any Team panel. 

Reorder Teams

The rectangle of dots allows you to grab the entire Team and move it. Click-and-hold to grab, and then reorder your Teams however you want.

Edit Team

The pencil icon lets you Edit a Team. This includes changing its Name, changing its Manager, and changing its Team Members.

Delete Team

Click the Delete Team trash can icon if you would like to preserve your goals, tasks, meetings, and parking lot items.

 

                                                                                                     

New Team Page

Looking at an individual Team has been improved in many of the same ways to let you customize your view.

To load a Team Page, click on the name of the team on the Teams Page.

 

Filters

All Goals vs Top Goals

It's often informative to overview all the Goals your Team is pursuing, but sometimes it's useful to focus on a subset. Now you can.

First, take a closer look at your Goals. You'll notice a Star icon incorporated into the design. Click on it, and you've made that Goal one of your Top Goals. For any Team, you can have up to four Top Goals.

Now look at the top of the Teams page in the Center panel. You'll see how to toggle between the two views. "All Goals" will show everything, and "Top Goals" will show just the ones you've starred.

Controls

Expand/Collapse Team Members

Notice the two new icons that appear at the top of the Team's center panel – one up arrow and one down arrow. 

Click the up arrow, and all your Goals are hidden, revealing instead just the list of your Team Members. 

Click the down arrow, and all of your Goals are shown at once, giving you a complete overview. 

In both views, there's an arrow next to the Team Member's name. Toggle it to either show or hide that person's Goals, giving you complete control over the relationships you want to view at once.

Card, Tile and List Views

You'll also see the familiar Card, Tile and List view icons in the upper right of the center panel. To review:

  • Card View - Shows the Goal's name, a graphic representation including its value or status, icons letting you know if it's an integrated KPI or a Child Goal, and flags if the Goal needs to be updated
  • Tile View - Shows the Goal's name, its value or status as text of the appropriate color, it's variance from its target value, and flags if the Goal needs to be updated
  • List View - Shows all of the above in a table

Team Goals

RESULTS provides a list of all of a Teams Goals on the Team page.

Reorder Team Goals

The Team's Goals can be ordered to suit your needs.

Individuals

The Team's Manager and all of the Team's Members will be listed beneath the Team Goals.

Individual Goals are displayed under the individual's name. You can hide or show these with the arrow icon next to the Team Member's name.

Remove from Team

To remove an individual from a Team use the inline Remove icon.

Reorder Individuals

To reorder individuals in the team. Click and drag using the inline Reorder icon.

Team Panel

In the right hand side of the screen, RESULTS has created a Team panel.

This panel displays the Team Photo, Team Statement and lists the Team Manager and Team Members.

 

Team Photo

Provide a Team Photo or image to represent your Team.

Team Statement

Your company has a Strategic Plan and Core Values, so your Team needs it's own Team Statement as well. We've found it useful to answer this question: Why are you the best people in the world to accomplish these goals?

Team Members

Your Team Manger and Team Members are all listed in the Team Panel. 

Add Team Member

To add a new Team Member to the team, click on the 'Add Team Member' button which will load the User Selector drop down. Select the individual(s) you want to add to your team.

Connect Team Conversation – BETA clients only

Connect is our new chat component, unlike anything else on the market. Integrated into every part of the platform, it enables real-time communications in the context of your business. We have several beta clients already; if you want to become one, please contact your Account Manager. Soon, it will be rolled out to everyone.

When you have it, if you click on the Connect tab it will display the Connect conversation for the Team. Now your conversations are sitting alongside your Goals and Metrics, making for more meaningful and relevant conversations. Post messages, reply to conversations, like posts or add attachments all within your Team page.

 

 

Starring Goals

If you take a closer look at your goals you'll notice that there is now a star icon on the goal itself. Once a goal is starred it will appear on your personal dashboard even though it's not something you're responsible for. You can star any goal you see – Individual, Team or Company. As soon as you star it, will show up on your Dashboard. 

 

Viewing your Starred Goals

On your Dashboard, you can switch to a Starred Goals view and see all goals which you have starred. 

Notice the new Star icon in the upper right corner of your Dashboard's center panel. Click it, and only your starred goals will appear. The three different views (Cards, Tiles, List) are available.

Toggle back to your regular view by clicking on the person icon next to the star icon.

Removing Starred Goals

Remove Starred Goals from your Dashboard one at a time, by clicking on the goal's star icon. The goals will be instantly removed from your dashboard.

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