To-Dos

To-Dos for Goals

1. Assigned Objectives

When an objective is assigned to a user, a to-do titled 'Respond to the new objective added by {user name}' is automatically generated. The user can choose to accept or decline it.

2. Assigned Action Items

Similarly, when someone assigns you an action item, a to-do titled '{user name} assigned a task to you for an objective' is created.

3. Check-in Update Reminders

To-dos are generated to remind you to update your objectives based on the admin-defined cadence, which could be weekly, monthly, or on a set date. The task is titled 'Check-in for x of your objectives that are due'.

4. Direct Report's Objectives

If the manager approval flow is enabled, managers will also receive a to-do to approve or reject their direct reports' objectives.

To-dos for Feedback

1. Request Feedback

A to-do is created when you're requested to give feedback to a colleague.

To-dos for Review

Self form

1. Select your Objectives

A task is created when a review cycle is announced, and you are supposed to select your objectives for the same.

2. Select your Additional Reviewers

If a review cycle includes peer feedback and users are expected to select their peers, they will receive a nudge to select "additional reviewers."

3. Fill your self-review form

Once the review process begins, employees will receive a to-do to complete their self-review form.

Manager Form

1. Manage Direct Report's Objectives

As a manager, you will be required to approve the objectives selected by your direct report.

2. Manage Additional Reviewers for Direct Reports

Similarly, managers also receive a nudge to manage the peer selection for their direct reports.

3. Fill Out Manager Review

The managers will receive a to-do to fill out the manager review for their direct reports.

To-dos for Surveys

1. Survey Launched

When a survey is launched, a to-do is created that allows the user to fill out the survey.