What is OVERVIEW? How do I use it?

Introduction #

Overview provides a summary of your work item (i.e., Strategic Objective, Strategic Initiative, Objective, Key Result, or Task). It includes the Item Summary, Progress History, and Action Buttons (to Edit this item or Create a “child” item).

Item Summary #

• Goal Level Type Item. This identifies the Goal Level Type Item you are viewing (i.e., Strategic Objective (SO), Strategic Initiative (SI), Objective (O), Key Result (KR), and Task (T)).
• Item Leader and Supporters. This is an actionable feature to learn more about the person who leads this work.

1. Click the person’s profile picture.
2. View the person’s Public Profile for more information.

• Item Description. This is a short description you can provide to describe your item in more detail.
• Item Title. This describes the title of your Goal Level Type 
• Status. This indicates the status of your Goal Level Type item (i.e., Not Started, On Track, At Risk, Off Track, or Completed). 
• Start and Due Dates (Target Dates). This shows your Start Date and Due Date for your work item.
• Progress. This is the display showing the progress of your Goal Level Type

Progress History #

• Progress History Item. This shows the history of when an item was updated and what was updated. (Note: Hover over the (green dot) to see more information. See arrow below.)

• Progress History Dates. This is an actionable feature that allows you to adjust the dates of the progress history you are viewing.

Action Buttons #

Edit #

This button allows you to Edit an Item in more detail. Please see Edit an Item for more information.

Create #

This button allows you to Create a new item in more detail. Please see Create an Item for more information.

Create, and Edit offers the following features:

1. Title. This describes the title of your Goal Level Type
2. Status. This indicates the status of your Goal Level Type item (i.e., Not Started, On Track, At Risk, Off Track, or Completed). 
3. Strategic Alignment. This feature allows you to create a Goal Level Type item aligned with a Parent item.
4. Start and Due Dates. Establish your Start Date and Due Date for your work item.
5. Archive. Archive (or store) this work item; it changes to inactive status.
6. Favorite. This allows you to select and mark a favorite item or not.
7. More Options. This feature allows you to edit the following items: Leaders and Supporters, Priority, Visibility, and Department. You can also add a Description to provide more information about your work item. 
8. Notes (Comments). Share notes or information about a work item with fellow team members connected to this work.
9. Attachments to Notes. Provide attachments to your work items within Notes.
10. Progress. This is the display showing the progress of your Goal Level Type Progress is updated manually or dynamically.
11. Update. Provide updates about the work.
12. Attachments to Item. Add an attachment that is related to your work item.