Getting started on 10xGoals
  • About 10xGoals
  • Quick start guide
  • Creating an objective
    • Personal and Business objectives
  • Adding key results
  • Accepting/Declining objectives
  • Annual Objectives
  • Teams
    • Add objectives to a Team
    • Run effective reviews
    • Follow / Unfollow a team
  • Add contributors to objectives
  • Providing check-ins & updates on OKRs
    • Multiple Milestones
    • MTD (Month-to-date) metric tracking
    • Back dated check-ins
  • Mentioning people on OKRs
    • Defining visibility while creating an Objective
  • Assessing growth with Feedback
    • Giving feedback
    • Requesting feedback
    • Sharing feedback
    • No Objectives found
  • PRODUCT GUIDES
  • Hierarchy support on 10xGoals
    • Using user demographic data for filtering objectives and better visibility controls
  • Visibility controls
    • Introduction
    • How are visibility rules defined?
    • Defining visibility while creating an Objective
    • Defining visibility while creating a Key Result
    • Viewing and changing visibility of an existing objective
    • Viewing and changing visibility of an existing Key Result
    • Selecting Users in Protected Visibility Option
    • Selecting Users in Custom Visibility Option
    • Visibility Filters for Objectives
    • Defining default settings for visibility as Admin
  • Add Contributors to your objectives
  • Using team tags effectively
  • Filters for deep dive
  • Action/Task board
  • Move and paste (Re-structure OKRs)
  • Starring Objectives ⭐️
  • Customizing Reminder Notification
  • Multiple Alignment/ Linking
  • Moving OKRs to next quarter
  • Summary Views
  • Goals Permissions
  • Admin Settings
  • Slack Integration
  • Custom Tags
  • JIRA Integration
  • Drag and Drop OKRs
  • Context View for OKRs
  • UserBoard
  • Google Sheet Integration
    • Admin guide: Google Sheets 10xGoals Add-on Installation
  • Send Reminders
  • Lock objectives
  • Zapier Integration
  • OKR Process Guides
    • Using success metrics for OKRs
    • Writing good check-ins!
    • 10xGoals Status guide
    • OKR champion guide
    • Sample OKRs
      • Sample OKRs examples
  • Help & Support
    • Reach out to us
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  • How can admins upload users and user data using CSV file

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Hierarchy support on 10xGoals

PreviousNo Objectives foundNextUsing user demographic data for filtering objectives and better visibility controls

Last updated 3 years ago

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Admins can now upload hierarchy and demographic data on 10xGoals which can be used to support two very powerful features-

  1. My Directs section- A dedicated my directs section for managers where you can view goals for your direct reports

  2. Filter objective by owner- View objectives for the most relevant set of users by filtering them based on relevant demographic data (Team, department, location etc)

How can admins upload users and user data using CSV file

  1. Go to your site's settings page

  2. Select members tab in platform settings.

  3. Click Add member in the platform settings.

  4. Download template to your system to edit and upload the user records.

  5. Prepare the excel file by adding relevant details about all your users . You can add relevant demographic data which will help you in easier filtering and access of goals.

  6. If you add manager email for users, we will auto create the hierarchy on the tool for you

  7. Click Upload CSV file to upload user records back to the tool.

Bulk Upload is a feature that enables Administrators to upload large volumes of user records at one time by reading each record from a CSV file.