Creating and Managing Groups

Cheering, Nudging, and Checking in on Objectives from the Objective List

Checking in on the Objective Detail Page

Commenting on Objectives and Key Results

Tracking Conversations and Objective History in the Timeline



Creating and Managing Groups

Important: User-generated groups must be activated by the BetterWorks Customer Success team. Contact them to learn more.

Not all the work you do can be neatly lumped into your functional department. For example, you might be a member of the Engineering department who frequently works with counterparts from Support, Product, and Marketing.

Bring clarity and accountability to cross-functional work by using groups to manage goals. Anyone who has a BetterWorks account can create and manage a group.

It’s all powered through the Groups page.


Creating a group

To take advantage of user-generated groups, get in touch with the Customer Success team! They'll get you set up and ready to get your goals in gear.

Once you've activated groups for your organization, you can start creating them. Creating a group is simple.

  1. Click your profile picture and choose Groups.
  2. Click Create Group. The group creation modal opens.
  3. In the “Name” field, type a name for your group.
  4. In the “Group Members” field, click and type the names of people you want to add to your group. You’re a member of this group by default.
  5. When you’re done, click Save. The new group appears in the Groups page.

Group-owned objectives

Once your organization has groups set up, you can create a goal and assign it to any group.

  1. Click Create Goal. The goal creation page opens.
  2. At any point during goal creation, click Owner.
  3. Type to search for a group and click the group to select it.


Making progress on a group-owned objective

Once your group owns a goal, divide the work however you like. Assign the milestones to group members or other contributors, check in, and work with the goal just like any other.

You can view the overall progress of any team’s goals from the Groups page. Click any group to see details about it, like member information and number of goals.


Click the number of goals above the group’s progress bar to see a filtered list of their goals.


Once you’ve made progress on a goal, like completing a milestone, the group card updates to show the group’s overall progress.


Managing groups in your organization

If other members of your organization need to join a group later, it’s easy to add them from the Groups page.

Every group has its own card on the Groups page. Use Edit to add or remove members.


Archiving and restoring groups

If a group has completed its goals or otherwise outlived its usefulness, any group member can archive it by going to the Groups page.

From the Groups page, click into the group you wish to archive. The archive option appears at the top of the card. Click Archive to archive the group.


Note: Only members of a group can archive it. If you are not a group member or an admin, you won’t see the archive option.

Archived groups appear in the “Archived Groups” section of the Groups page. Click the title to unfold the list of archived groups.


If you need to start using an archived group again, click into its card. The “Unarchive” option appears at the top of the card. Click Unarchive to return the group to active status.



Cheering, Nudging, and Checking in on Objectives from the List View

Users can easily cheer and nudge teammates and coworkers from the goal list.

It is important to note that only goals can be cheered or nudged. Milestones are smaller units of work than goals are, so they cannot be cheered or nudged.


Checking in on the Objective Detail Page

  • To check in to a milestone, click the checkbox to mark the milestone as completed.
  • To check in to a metric-based milestone, click on the check in icon or in the metric itself to open the check in fields. Enter a value, enter a comment, or both, and click Check In.

Users can also check in to multiple milestones simultaneously by clicking the Check In button near the tree.


Clicking this button opens the Check In menu, a condensed view of every milestone and metric on that goal. This is a great way for users to efficiently update progress. They can also leave a comment related to the overall check in.


The goal list is another good place to check in. Just click the check in icon in the “Actions” column.



Commenting on Objectives and Key Results

Users can comment on each other’s work in the goal detail page. They can post or @mention each other by entering text where prompted in the timeline and clicking Comment.


Editing and deleting comments

Administrators can delete comments at any time. Simply hover over the comment and click the Delete option that appears.

Users will have the ability to edit or delete comments within 24 hours of the comment creation. After 24 hours, comments are locked and can no longer be edited. This preserves accurate goal history.

Users can edit a comment right in the timeline. In the example below, the user edits a comment to correct a typo.


  1. Hover over the comment you wish to edit. The Edit and Delete options appear.
  2. Click Edit to modify the comment text.
  3. Click Save to save the changes. The updated comment will indicate that it was edited. 


Tracking Comments and Objective History in the Timeline

Social interactions drive engagement. Throughout the lifecycle of the goal, the timeline logs actions, interactions, and conversations. It’s a great place to track all the social behavior on a goal--cheers, nudges, and especially comments. If you want a log of all the activity on a goal, such as when a milestone is created or completed, or when the goal reaches its due date, the timeline can show you that, too.

You can filter the timeline to display either conversations or history. This lets you view an activity trail when reviewing a goal’s lifecycle, or a dynamic log of conversations and discussion about the goal itself.

The conversation view lets you see all the discussion on a goal. The history view gives you a comprehensive audit trail of all the actions on a goal; check ins, cheers, nudges, reassignments, and edits and deletions on milestones.

  1. Navigate to the goal detail page for any goal.
  2. Scroll down to the timeline. By default, the timeline shows all the conversations on the goal. 
  3. Click History to view all of the goal’s past activity. 



Where can I find the org chart?

The Org Chart is a great way to view your company’s organizational structure at a glance. Every BetterWorks user in your company is added to the Org Chart. Use it to view goals, alignment, reporting structures, and more. Find the Org Chart from anywhere in the platform. Just hover over your username or profile picture in the top toolbar and click Org Chart.


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