Using the Objectives Page

Overview

The Objectives page is your central hub for viewing, managing, and tracking all Objectives across your organisation. Whether you're checking your own progress or reviewing team performance, everything you need is here.

This guide helps you navigate the interface and make the most of its features.

Functionality Breakdown

The Objectives page provides:

• My Objectives – Your personal dashboard showing Objectives you own and contribute to

• Filtered views – Switch between Individual, Team, and Company Objectives

• Time-based filtering – View past, current, or future Objectives

• Two display modes – Log View for detailed lists, Chart View for visual summaries

• Quick actions – Edit, update progress, align, and archive directly from the page

• Export – Download Objectives data as a CSV file

Pre-requisites

To use the Objectives page, ensure:

• The Perform package is enabled for your organisation

• You have an active Learn Amp account

Role Requirements

Quick Start Guide

Step 1: Access Objectives

Navigate to Assess → Objectives in the sidebar to reach the Objectives dashboard.

Step 2: View your Objectives

The My Objectives tab displays:

• Objectives you own – Where you're the designated owner

• Objectives you contribute to – Where you own one or more Key Results

Step 3: Filter by time

Use the time filter to switch between:

• Past – Completed or expired Objectives

• Current – Active Objectives within their deadline period

• Future – Objectives scheduled to start later

Step 4: Use advanced filters

Select Filters to narrow down by:

• Objective name or description

• Owner

• Team or Group

• Tags

• Status

💡 Tip: Combine multiple filters to find exactly what you need—for example, all "Marketing" tagged Objectives owned by a specific team lead.

Step 5: Switch view modes

Toggle between two display options:

Log View – The default view showing Objectives as a structured list with progress bars. Best for reviewing status across multiple Objectives.

Chart View – A visual representation showing Objectives and their breakdown in chart format. Useful for presentations or high-level overviews.

Step 6: Navigate by level

Use the tabs to view Objectives by scope:

• Individual – Personal targets set by you or your manager

• Team – Goals for teams you belong to (use the team selector to switch between teams)

• Company – Organisation-wide strategic goals visible to everyone

Step 7: Take quick actions

From any Objective, you can:

• Edit – Modify details, Key Results, or settings

• Update progress – Record new values for quantifiable Key Results

• Mark complete – Finish Key Results manually

• Align – Link to another Objective

• Archive – Remove from active view while preserving history

Step 8: Export Objectives

To export your Objectives data:

1. Apply any filters you need

2. Select the Export button

3. A CSV file will be generated and downloaded

The export includes Objective details, Key Results, notes, and progress information.

FAQs

Q: Why can't I see certain Objectives?
Some Objectives may be set to private. Private Objectives are only visible to the creator, owner, Key Result owners, and Admins.

Q: How do I see Objectives I contribute to but don't own?
These appear in your My Objectives tab under "Objectives you contribute to" – any Objective where you own a Key Result.

Q: Can I export Objectives data?
Yes. Use the Export button on any Objectives log view to download data as a CSV file.

Q: What do the status colours mean?

• Not Started – Work hasn't begun

• On Track – Progressing as expected

• Behind – Falling short of expected progress

• At Risk – Significant concerns about achieving the Objective

Q: How do I switch between teams in the Team view?
Use the team selector dropdown to choose which team's Objectives you want to view. You'll see teams you manage, teams you're a member of, and other teams in your organisation.

Troubleshooting

Last Reviewed: 01/12/2024