PeopleCues
  • About PeopleCues
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  • objectives
    • Goals Permissions
    • Creating an Objective
      • Description
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    • OKR Visibility Controls
      • Defining visibility while creating an Objective
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      • 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
      • How are visibility rules defined?
    • Action Feed
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      • Automatic Reminders for Check-ins
      • OKRs awaiting acceptance
      • OKRs not checked in 15 days
    • Lock Objectives
    • Copying Objectives to another Quarter
    • OKR Export
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      • Using success metrics for OKRs
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        • Sample OKRs example
      • Writing good check-ins!
      • OKR champion guide
      • PeopleCues Objective Status guide
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    • Access management in objectives
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  • surveys
    • Getting started on Surveys
      • Roles & Permissions
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      • Greek Temple Approach
      • Why PeopleCues over a Google Forms/ SurveyMonkey?
    • Getting started for Engagement Admin & Survey Creator
      • Create and edit survey
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        • New index for Manager Effectiveness
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          • Interpreting custom survey report
          • Analyzing custom survey report
          • What to do next?
    • Introducing Lifecycle Surveys
      • What is the construct of Lifecycle Surveys?
        • Slack & Email Notification Content
      • How do I set up a Lifecycle Survey for my org?
    • Meet Clo, your new Chief Listening Officer
      • Who can access my chats with Clo?
      • How Clo handles anonymity?
      • Reporting Sensitive Issues to Clo
      • How do I set up Clo in my org?
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    • Getting Started for Managers
      • Manager Barometer
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    • Ask me Anything (AMA)
    • MRX and its applications
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    • Getting Started on Feedback
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    • Admin Settings
      • Feedback Customization
  • 1:1
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      • Admin dashboard
      • Making an admin
    • Calendar access policy
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  • growth
    • What is a Growth plan ?
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    • Sample Growth plan
  • help & support
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On this page
  • To use this add-on
  • Edit scheduled check-in to OKRs:
  • Note:
  1. objectives
  2. Check-ins & Comments
  3. Automating Check-ins

Checkins through G-sheets

Update progress of OKRs via Google Sheets

PreviousCheck-ins through JiraNextAuto roll up

Last updated 1 year ago

Google sheets are by far the most used tool for tracking success metrics and we know how useful it will be for the teams to sync metrics data with the accompanying Key Results.

So, we have built an exclusive add-on for google sheet to give you the functionality of updating your success metrics without having to leave the sheet. You can also automate check-ins for a particular OKR on PeopleCues with a cell in sheets using this add on.

Advantages of PeopleCues add-on:

  • Easy access to OKRs within the sheet itself - under one roof

  • Update your metric progress on the sheet and it will automatically update on PeopleCues

  • No tab switching required from your google sheet reports to PeopleCues for updating your OKRs

To use this add-on

Open a sheet on google drive and click on Add-ons >> Get add-ons >> search for PeopleCues for sheets and install the add on.

Alternatively, you can go to your Account settings on PeopleCues, click on "Integrations" section and proceed with "Manage Gsheet Add-on"

Edit scheduled check-in to OKRs:

You can also set up a weekly/monthly schedule for OKRs to be auto-updated. Here is how it works:

Note:

  1. You can link only one OKR to a cell in a sheet, the same OKR can not be linked with multiple cells.

  2. You can access PeopleCues Add-on from any/multiple Google Sheets.

  3. If a sheet is deleted, the automation will be paused after attempting for a check-in. The detail page of the OKR on PeopleCues will show you an error about the same.

  4. If the due date is passed and the quarter has also ended, then the automation will get automatically removed.

G-sheet Connectors for some popular apps :

Know more:

In case you have any queries or facing any issues with your add-on, please feel free to contact us on support-cues@xto10x.com

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