One of the most important aspects of Goal setting on Mesh is the ability to tag them to the Objectives. By way of these Objectives, the leadership team can define their broad-level targets and direction for the company, enabling everyone to have a clear picture of the company’s medium to long-term goals.
And this is where the “Objective Setting” part by the Admins come in.
Once the admins or process owners set the larger company Objectives, it’s easier for the managers, department heads and team leaders to cascade their team-wise Objectives under the larger ones.
For creating Objectives,
Step 1: On the Mesh dashboard, go to “settings” under “Me” and click on Goals from the left-hand panel. Next,
Step 2: Click on “Create new Objective” at the top right corner and start entering the Objective name, type and description. click on the green checkmark at the right-hand side to complete the process.
Step 3: Once an Objective is created, you can further create sub objectives under each one of them by clicking on the blue arrow, which will open a dropdown with a CTA “+ Create sub objective”.
Step 4: For modifying any Objective/ sub objective, simply click on any of them, edit it and upon completion, again click the green checkmark.
Step 5: For deleting an Objective or sub objective, simply click on the bin icon at the right-hand side of the Objectives/ sub objectives.
Now, suppose you're beginning a new review cycle at your company and you wish to use the same Objectives you had earlier created for previous review cycles. So rather than creating new Objectives from scratch, you can copy any of the earlier objectives in a single click and clone them for your upcoming cycle.
We call this Time-bound Objectives and the first step in the process is to finalize on the frequency of your Objectives and the start month. Both can be done by going to Objective Settings under Goals.
There are two use cases for cloning the Objectives,
Cloning individual Objectives from previous cycles
Step 1: Once you’re done creating a new cycle, select the cycle from the dropdown whose objectives you wish to clone.
Step 2: Then just hover on any objective to find a symbol with three dots at the right end of it. Click on this to find another dropdown with the option “clone”. Click on it.
Step 3: This will open a dialog box where you’ll have to select the timeline for the latest cycle (assuming that’s where you wish to be using your old objectives), objective level and if you wish to clone it with its sub-objectives as well.
Hit save and you’re good to go. Checkout the below gif for the process.
Clone entire objective structure from previous cycles
The process for importing the entire objective tree from a previous cycle is all the more easy.
Step 1: Go to the latest cycle for which you want to import objectives. Below is how your screen will look like.
Step 2: Click on the timeline dropdown to select the cycle from which you want to import the entire objective tree and hit the “import past objectives” button.
And that’s it. All the objectives from the previous cycle will be copied to your current cycle.
Renaming/ Replacing Objectives
Apart from cloning the Objectives, there's also a possibility of renaming and replacing (when the names has already been used in a previous quarter) the Objectives if and when admins choose to do so. The way this works is, suppose objective A needs to be renamed to B.
- If B exists in current cycle - you cannot assign that name.
- If B exists in another cycle - you have to use replace functionality.
- If B does not exist - renaming A in current cycle will change in across
Note: While Objectives is accessible by both Managers and Admins, Objectives Settings is accessible by Admins only.