FAQ
-
Using Filters to Create a Custom View
What are filters and how do they function? When you apply a set of filters to the goal list, you’re creatin...
-
Setting Objectives/Goals
What is an Objective? Setting an Objective or Goal (depending on the preferred nomenclature used by your O...
-
Editing Goals/Objectives
How can I make changes to my Objectives? Setting and accomplishing goals regularly is what helps users win ...
-
Objectives/Goals More Info
Remember: If you have a question that is not answered here, feel free to email Support@betterworks.com. W...
-
Permissions
What are permissions? Learn more about creating private goals, setting permissions and roles on goals, and ...
-
Alignment
How do I align my Goals? Goal alignment is based on your Goals' and Milestones' contributions to other Go...
-
Conversation Statuses Defined
What are Conversation statuses, and why are they helpful? The statuses of a Conversation keep all parties o...
-
Using the Conversations Module
What does it do? To get started, click the "Conversations" tab. If you don't see this, reach out ...
-
Request to Edit a Conversation
What if I need to edit a past due Conversation? 1. Login to betterworks and click Conversations. 2. Click ...
-
Skip Level Conversations
What does it do? This feature allows managers to view the conversations of those managers who report to the...
-
Managing your Organization's Account Overview
Here is a brief synopsis of what you'll be able to do... A betterworks Admin or Super Admin is a user who c...
-
Understanding betterworks Admin Abilities
Administrators are users with additional rights and permissions that affect your organization’s betterworks...
-
Using the Admin Portal
The Admin portal lets you control anything having to do with your BetterWorks instance. Only BetterWorks Ad...
-
Using the Usage Dashboard
Usage Dashboard The usage dashboard helps you manage and communicate the value of your BetterWorks progra...
-
Using Admin Reports
This is a list of available reports to admins today: BetterWorks lets Admins generate a report that shows u...
-
Bulk Uploading Users and Departments with a CSV
What this page is for: Bulk Adding Users Step-by-step instructions to make changes to how you...
-
Asana Integration
The BetterWorks integration with Asana can be used to automatically track progress on completed tasks in As...
-
Setting up the Salesforce Integration
The BetterWorks Salesforce integration allows BetterWorks users to connect their goals to data from Salesfo...
-
Google Sheets Integration
The BetterWorks integration with Google Sheets can be used to automatically track progress on any activity ...
-
betterworks for Gmail
Get up and Running in 6 Easy Steps With the betterworks for Gmail Extension you can check in and comment on...
-
betterworks Technical Requirements & Integrations
Instructions: This index provides links to detailed articles explaining technical requirements for implemen...
-
Github Integration
What does it do? The GitHub integration allows users who use GitHub for tracking development work to use th...
-
Creating Key Results (Milestones)
Creating Milestones To create milestones/key results, simply navigate to the section of the goal/objective ...
-
Progress Settings
Setting Metrics to Measure Progress Being able to count on accurate, up-to-date Goal progress lends confi...
-
Using the Share This Goal Option
Keep in mind, nomenclature can differ based on your Organizations preferences. A Goal is the same as an Obj...
-
Adding Followers to a Goal
If you have a goal that needs the attention of other team members, adding coworkers as followers will inclu...
-
Building your Recognition Program
The BetterWorks Recognition Module provides an individual the opportunity to give recognition to and/or rec...
-
Collaborating with Teams
Creating and Managing Teams Creating a Team Team-owned Goals Making progress on a Team-owned Goal Managing...
-
Building your Feedback Program
The BetterWorks Feedback Module provides an individual the opportunity to give feedback to and/or receive f...
-
Deletion of Personal Information
How do I request deletion of my personal information from Betterworks? If you’d like to permanently delete ...
-
General Product Navigation
Keep in mind, the nomenclature of your Organization may differ. As a gentle reminder, Goals and Objective...
-
Preview Environment Overview
What is the Preview Environment? FAQs If I enable a feature inside of the Preview Environment, will it be ...
-
BetterWorks Plans Overview
Starting a BetterWorks Plan will help you accomplish as much as you can over more time than just one quarte...
-
How do I enable BetterWorks Plans?
Right now, BetterWorks Plans are available on a limited basis. If you want to add them to your organization...