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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Send Reminders

Customised gentle reminders to update OKRs - according to status

PreviousAdmin guide: Google Sheets 10xGoals Add-on InstallationNextLock objectives

Last updated 4 years ago

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Regular check-ins on your OKRs is the topmost driver of a successful OKR adoption. It brings alignment and transparency to every team in the organisation. So, it will always be helpful if you could send gentle reminders to your teammates for an update on OKRs in case they have missed providing one.

10xGoals now enables you to nudge anyone to provide a status update on their OKRs from 1. Summary Dashboard (In all three views - 'My Objectives', 'All Objectives', and 'Teams') 2. UserBoard

Once the OKR owners receive the email, they can then directly click on their OKRs from the email and land at the respective OKR page to quickly update the status.

Here is how:

Send Reminders from Summary Dashboard: - Go to 'All Objectives' view from the top navigation bar - Check the Summary Dashboard and click on a status that needs your attention - You will land at all the OKRs listed under the status you have selected, on the top right-hand side, you can click on 'Send Reminders', add your message and send notifications to the owners of these OKRs.

Similarly, you can go to 'Teams' view, check out the Summary Dashboard for your team, select by status and send reminders accordingly.

Send bulk reminders from the status-wise list: - Go to UserBoard from the left navigation bar - Click on Send Reminders - Add a note for different status of OKRs (optional) - Click on Send Reminders

All the users with the pending status will get notified to their registered email ID. They can then directly click on their OKRs from the email and land at the respective OKR page to quickly update the status.

Send Reminders to individual OKR owners: In Userboard, you can see an individual’s OKR performance, check their status and in case you want an update, just click on “Send reminders'' to initiate an email to their inbox that lists their OKRs according to the status and lets them know that you have asked for an update. Here is how: