Managing your goals has never been easier. With Mesh, you can set new goals, view & check-in on your current goals, and make necessary edits to keep your goals relevant. This functionality ensures that your goal management is both efficient and effective. As an individual, your one-stop shop for goals is the ‘I want to manage goals’ page.
Overview of the Manage Page
From the left navigation panel, click on Me and click on Goals under the Portfolio section. You will land on the ‘I want to manage goals’ page. This is the default page you will land on when you visit the Goals module on Mesh as an individual.
This page is where you will come to view your goals, set goals, check-in to update progress, and act on them whenever required during the course of the year.
Let’s walk through some of the key features on this page and what you can do to manage your goals.
The page comprises:
- Filters & search to help refine your focus and find goals
- Visual representation of goal progress using graphs
- Cards that highlight critical metrics around goal setting and check-ins
- List view of all goals with details in the list view and a detailed view for each goal
- Multiple actions at an overall and goal level
Filters and Views
Step 1: To go to your goals, from the left navigation panel, click on Me and click on Goals under the Portfolio section. You will land on the ‘I want to manage goals’ page.
Step 2: There are two sections from where you can filter the ‘manage’ page
a. On the top panel of the page and below the ‘I want to manage goals’ dropdown
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- This includes 3 filters - Layout, Timeline and Ownership
- The layout has 2 options ‘List’ and ‘Hierarchy View’
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- The List view shows only those goals where you are the owner
- The Hierarchy view also displays the parent goals of the goals owned by you (even if the owner is different)
- The timeline filter will help you select any timeline (as set up by your organization) and view the relevant goals
- The ownership filter helps you view goals of the individuals concerned where they are owners only or even those goals where they are collaborators
b. Filters on the list level
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- These filters are filters on the columns of the list, which include - goal name, owner, progress, status and several other fields.
- These filters impact the list as well as the graph and metric cards i.e. the entire page
Visual representation of goal progress
Step 1: To go to your goals, from the left navigation panel click on Me and click on Goals under the Portfolio section. You will land on the ‘I want to manage goals’ page.
Step 2: The first section of the page has graphs that help visually represent the goal progress distribution
This graph depicts the number of goals and the range of progress they lie in. This will give you an idea of how many goals are near completion vs. those with low achievement to date.
The goals considered are for the specific timeline selected, eg. Q2 2024, that you own. (default: current timeline)
The graph also reflects the same goals as seen in the list below. If you run a filter on the list, it will also filter this graph.
Actions you can take:
- You can download the image of this graph
- You can also view it in an expanded view
- You can change the timeline to see the goal progress distribution for another timeline
- You can run filters on the list to also filter the data on the graph
Viewing Metrics around goals
Step 1: To go to your goals, from the left navigation panel, click on Me and click on Goals under the Portfolio section. You will land on the ‘I want to manage goals’ page.
Step 2: The second section (after the graphs) of the page has cards that highlight key metrics around goal setting and check-ins.
The cards include:
- Goals count - total number of goals
- Goals with no check-ins - total number of goals for which not even one check-in has been done. These are goals you ideally want to check-in on.
- Goals at risk - total number of goals whose status has been set as ‘at-risk’. These are goals that are in danger of not being achieved within the due timeline.
- Average progress - the overall average of achieved vs target percentage based on the check-ins done on goals.
Note: In most cases, this count is related to the key results and not the objectives. Unless there are no key results.
The goals considered are for the specific timeline selected, eg. Q2 2024 which you own. (default: current timeline)
The cards also reflect the same goals as seen in the list below. If you run a filter on the list, it will also filter these cards.
Actions you can take :
- You can change the timeline to see the goal progress distribution for another timeline
- You can run filters on the list to also filter the data on the graph
Viewing Goals as a list
Step 1: To go to your goals, from the left navigation panel, click on Me and click on Goals under the Portfolio section. You will land on the ‘I want to manage goals’ page.
Step 2: The third section of the page (after the graphs and metric cards) is the table which lists all the goals and their details in fields.
Key highlights of the Goal list view
- The table includes the names of goals and detail fields displayed as columns. Some details, such as goal owner, progress, and status are displayed by default. You can add and alter the columns based on your needs using the column selector on the right side of the table.
- All columns have filters and sorting to help you change the view of goals. You can also use the search bar at the top of the list to find specific goals or goal owners.
- By clicking on any goal, you will see the goal details panel open up from the bottom right of the page. You will be able to view and act on goals (based on your access level).
- If the goals have a parent goal or child goals, you will be able to view that relationship in this list. You will see the child goals nested under the parent. This view can be expanded and collapsed as well.
- The goals reflected on this page are all goals that you own (or have been added as a collaborator).
Actions you can take:
- You can view individual goal details
- You can use column selectors and filters to alter and refine your view of the list
- You can download a report of the goals in a .csv report
- You can initiate various actions on an individual goal such as edit, delete, clone, add child, re-align
- You can change the view to see only parent goals or expand it to see the child goals as well
Actions you can do on goals
Step 1: To view your goals, from the left navigation panel click on Me, and click on Goals under the Portfolio section. You will land on the ‘I want to manage goals’ page.
Step 2: There are three places from where you can access actions
a. On the top panel of the page and to the right of the ‘I want to manage goals’ dropdown, you will see a kebab menu.
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- Expand/Collapse all goals - this expands and collapses the list of goals to show or hide the nested child goals
- Refresh List - this allows you to manually refresh the list to ensure the data on the page is the latest
- Download report - this enables you to download the list of goals in a .csv report.
b. On the top of the list, there is an ‘Add+’ button with a dropdown (based on your access to create goals, you will be able to see all to none of the options)
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- Add Objective - this will open up a ‘create objective’ panel
- Add Key Result - this will open up a ‘create key result’ panel
c. Against individual goals by clicking on the kebab menu on the right
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- You can initiate various actions on an individual goal such as edit, delete, clone, add child, and re-align.
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