Update Performance Without Leaving Your Dynamic One-Page Plan

By Heyden Enochson

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You spoke, we listened. We just turbo-charged the functionality of your Dynamic One-Page Plan; with the new Quick Update Card, updated My Focus Card, and updated High Priorities Card, you can update the performance of your goals without leaving the homepage.

Say Hello to the Quick Update Card

With the new Quick Update Card, you can see your goals and quickly update them within a single view. Instead of updating goals one-by-one on the track performance page, you can update your goals on a single page view – giving you the power to focus on executing your goals instead of updating them.

Where Can I Find the Quick Update Card?

The Quick Update Card has been turned on for all accounts and is in the bottom left corner of your Dynamic One-Page Plan.

Just as with any card on the One-Page Plan, the Quick Update Card can be moved to any position you’d like. Simply click and drag to snap the card into the location of your choosing.

How Does the Quick Updating Functionality Work?

The quick updating functionality allows you to update all your goals in a single view. To use this functionality:

1. Find the Quick Update Card.

2. Hover on the colored current performance of the goal you’d like to update. A toggle will appear stating “Click to update.”

3. Enter the actual performance for the current period.

4. Select the status of your goal. If Auto Status is on, OnStrategy will update the status of the goal for you.

5. Add a comment for context. Comments will be date stamped as they are saved.

6. Save or cancel your performance update.
If you would like to see the full updating capabilities of a goal, click anywhere on it to open the full goal editing page in a separate window.

Toggle between “All” and “Flagged” goals.

Using the toggle filters at the top of the card, you can filter goals to quickly see those that need an update. By selecting “Flagged”, the card will be populated only by those goals that need to be updated. “All” goals will show all goals, including those that are current and those that need to be updated.

How Can I Customize Which Goals Populate the Quick Update Card?

The Quick Update Card will default to include all your assigned goals. If you do not have any assigned goals or are not an assigned contributor, no goals will populate within the Quick Update Card.

You can customize the Quick Update Card to show all or selected goals you are responsible for. To customize which goals populate the card, follow these steps:

1. Click on the settings menu in the top right hand of the card.

2. Add items to your quick update list by using the search bar to select items by their name, number, owner, or keyword. Select the goals you’d like to be shown in the Quick Update Card.

3. Deselect goals you would not like to be shown in the card using the selection boxes.

4. Save your changes.

Quick Updates from the My Focus & High Priorities Cards

We’ve added the quick updating functionality to your goals within the My Focus and High Priorities Cards. Here’s how to use this functionality within each of these cards:

  1. Hover on the colored current performance of the goal you’d like to update. A toggle will appear stating “Click to update.”
  2. Enter the actual performance for the current period.
  3. Select the status of you goal. If Auto Status is on, OnStrategy will update the status of the goal for you.
  4. Add a comment for context. Comments will be date stamped as they are saved.
  5. Save or cancel your performance update.

If you would like to see the full updating capabilities of a goal, click anywhere on it to open the full goal editing page in a separate window.



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