Beruflich Dokumente
Kultur Dokumente
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Goals - strategic initiatives that track the status of work getting done
New Idea - where new ideas are submitted
Idea Funnel - a folder that captures all new ideas that are submitted
Projects - where projects are listed and can be view/edited as well as their tasks
Metrics - quantifiable measurements that can be associated with Goals and Projects
1. Click Projects
2. Make sure youre in the department where the project should be created
3. Click Tile View
7. Click Expand
8. Fill out any needed information on the charter page (these fields arent required)
9. Set the target Completion Date.
10. Click Activate
11. Workflows are phases and tasks within a project. Select from a pre-built workflow
template or click Start a New Workflow
12. Click Activate
Once youve activated a new project youll see additional tabs on the project:
Charter - Where projects target completion date is set and information regarding the project is
entered/viewed
Team - Where team members can be added to the project
Workflow - Within a project, heres where you see what work needs to be done, whos assigned
to which task, as well as the status of the task.
-Lets say you just completed a task, to change the status your task click To Do/Doing/Done.
-There are a few different filter views - this would be used if for example you just wanted to view
your tasks on this project.
What is an easy way to see the projects and tasks Im working on?
Click on your profile view icon (upper right, see picture below).
My Projects - you can toggle through all the projects you are working on, when you click View
Tasks for one of the projects, those tasks will show up in My Tasks
My Tasks - these are your tasks in regards to the selected project. When you click on the task
name it will take you to the project and that task.
How to enter metric data
1. Click on Metrics, then the icon in the upper right of the metric tile.