Summary
In the Conversations section of our product, users can utilize various filters to quickly identify and discuss key aspects of strategy execution, including achievements and areas at risk. These filters sort items by so-called "Talking Points," which are annotations on your strategic items that indicate risks, blockers, kudos, celebrations, and other noteworthy statuses.
Filters Overview
All Items
Filter Name: All Items (German: "Alles anzeigen")
Description: This is the default view where all items (Goals, Key Results, and Initiatives) from the original conversation are visible. Use this filter to get a complete overview of all strategic discussions and Talking Points without any specific focus.
Me & My Team(s)
Filter Name: Me & My Team(s) (German: "Ich & mein Team")
Description: Select this filter to view items specifically relevant to you and your teams. It includes items where:
- The owner is one of your teams.
- The team is one of your teams.
- You are the item's owner.
This filter helps focus the conversation on areas directly related to your team's responsibilities.
At Risk
Filter Name: At Risk (German: "Risiken")
Description: This filter highlights items that need attention. Use it to identify:
- Items with Talking Points indicating a risk or blocker that can be resolved.
- Key Results where the confidence level is below 7.
- Items that trigger a confidence level warning, meaning half the cycle is over, but progress is below 30% while confidence remains high (above 9).
This filter is essential for prioritizing discussions around mitigating risks and removing blockers.
Achievements
Filter Name: Achievements (German: "Erfolge")
Description: Celebrate your team's successes by using this filter to show items with Talking Points related to kudos or celebrations. It's an excellent way to recognize progress and maintain team morale.
All Talking Points
Filter Name: All Talking Points (German: "Alle Gesprächsthemen")
Description: When you need to dive deep into every detail, this filter will display all items with any associated Talking Points. It ensures no aspect of the strategy execution is overlooked during your discussions.
Conclusion
Utilizing these filters in the Conversations feature allows for a tailored view that can enhance the effectiveness of your team's strategic discussions. By focusing on specific areas such as achievements or risks, you can ensure that your meetings are productive and that no critical points are missed.
For further assistance or questions regarding Conversation filters, please contact our support team.
Frequently Asked Questions (FAQ)
Q: How do I access the Conversations filters?
A: You can access the filters by navigating to the Conversations section of the product. There, you will find a filter dropdown menu in the top right corner that allows you to select from 'All Items', 'Me & My Team(s)', 'At Risk', 'Achievements', and 'All Talking Points'.
Q: Can I select multiple filters at once?
A: No, filters are designed to be used individually to provide a focused view on specific types of Talking Points. Applying multiple filters at once could lead to an overlap that would defeat the purpose of isolating specific conversations.
Q: Why can't I see any items under the 'At Risk' filter?
A: If no items appear under the 'At Risk' filter, it may mean there are currently no Talking Points marked as risks or blockers, or with a confidence level below 7. Check to ensure that Talking Points are being correctly assigned and updated in your Conversations.
Q: Are filters applied in real-time?
A: Yes, selecting a filter will immediately update the Conversations view to show the relevant items.
Trouble Shooting
Issue: Filters are not displaying any items.
Solution: Ensure that:
- You have the necessary permissions to view the items.
- Talking Points are correctly tagged and updated.
- There are items within the Conversations that meet the filter criteria.
Issue: The 'Achievements' filter doesn’t show expected items.
Solution: Verify that:
- The Talking Points of kudos or celebration type are associated with the items you expect to see.
- The items have been updated recently; outdated items might not show if they haven't been active within the current review cycle.
Issue: I cannot find a specific Talking Point I’m looking for.
Solution: Use the 'All Talking Points' filter to list all items with any Talking Points. If the item still doesn’t appear, make sure it has been added to this week's Conversation, and not a previous one from the past.
If these solutions do not resolve your issues, or if you encounter any other problems, please do not hesitate to reach out to our customer support team for further assistance.