Platform FAQs

🔑Access to Workpath

• I requested a new password but didn’t receive an email.
• I received an invitation to Workpath. How do I join?
• How do I get access to Workpath?
• I can’t access the platform anymore. Why?

🧑‍💻SSO/SAML + SCIM

• How are users removed from Workpath when they leave our company?
• How do we set up SSO?
• I can’t access Workpath. Why?

🗂️Org Settings: Teams

• Can we sync our organization’s structure from our Corporate Directory?
• Can I add multiple Team Leads?
• What is the impact of different hierarchy levels (e.g., alignment)?
• How do I change the team hierarchy?
• Who can edit a team or add team members?
• How can I join a team?

🧑‍💼Org Settings: Users

• Can we bulk upload users to Workpath?
• Who can add users to Workpath?

🔐Roles & Permissions

• What permissions do viewers have?
• Can viewers see goal filters?
• Who can see my team’s goals?
• Who can add strategic elements?
• Who can add and update KPIs at the organization level?
• Who can add goals at the organization level?

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🏷️Settings: Goal Labels

• Can I add multiple labels to a goal?
• Where can I add a label to my goal?

🔁Settings: Goal Cycles

• Can goal cycles be activated automatically?
• How do we work with different goal cycles?

📝Settings: Custom Goal Filters

• Who can see the goal filters I create?
• Why does my goal filter only show goals from the previous cycle?

🔨Settings: API Clients

• What tools can be connected to Workpath?

🌏User Settings: Languages

• What languages does Workpath support?
• Can Workpath automatically translate OKRs?

🔔User Settings: Notifications

• Who gets notified when I update a Key Result (KR)?
• Who gets notified when I edit a goal?
• Who gets notified when I add a note to a goal?
• What do the different notification settings mean?
• How can I reduce the notifications I receive?

♟️Strategy Hub

• Can I add KPIs and goals directly in the Strategy Hub?
• How can I organize my strategic elements? Right now, they all appear under “Other.”
• How can I add a strategic element under my strategy?

💡KPI Module

• Can I group KPIs?
• Can I restrict KPI visibility?
• Can KPIs be updated automatically in Workpath?
• Can I upload KPIs to Workpath?
• How do I set target and forecast values for my KPI?
• Can I link KPIs to other KPIs?

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📒Capacity Planner

• Can we customize the terminology in the Capacity Planner?
• Can we plan capacities at the team member level?

📄Drafting Module: Objective

• Can we customize the Goal Quality Checker criteria?
• Can I directly interact with the AI for specific adjustments?
• Can we customize the Drafting Tips for our organization?
• How can I activate the Drafting AI?
• Can I assign multiple owners to a goal?
• How is my goal progress saved while drafting?

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❖Drafting Module: Key Results

• Can I assign multiple owners to a KR?
• What’s the difference between a milestone KR and an initiative?
• Can I set a different time frame for a KR than for its Objective?
• How do I track a KR that should not fall below/exceed a certain threshold (e.g., minimum 99% availability)?
• Can I track the reduction of a metric as a KR?
• How can I track the progress of Key Results (KRs)?

📌Goal Room

• Can I comment on updates?
• Where can I see updates in the Goal Room?
• What happens when I select a KR in the Goal Room?
• How can I see only the initiatives linked to a specific KR?
• Where can I see when someone edited my OKR?

🎬Initiatives

• Can I customize the status of initiatives?
• Where can I update or track the progress of my initiatives?
• Can I link an initiative to a milestone in a KR?
• Where can I see all the initiatives I own?
• Why doesn’t updating an initiative reflect progress in my goals?

📁Integration: MS Planner

• How do we activate the MS Planner integration?

⏏️Integration: Jira

• Can goals be automatically updated from completed Jira EPICs or issues?
• Can I link multiple Jira tenants to Workpath?
• How to Activate the Jira Integration

🧑‍💻Integration: Azure DevOps

• How do we activate the Azure DevOps integration?

📆Integration: MS Teams

• Why can I only see the ForMe page in MS Teams?

🙏Contribution Requests

• What happens when I accept or decline a contribution request?
• What do "Alignment" and "Collaboration" mean when accepting a contribution request?
• I accidentally declined a contribution request. How can I accept it now?
• Can I edit a contribution request after sending it?

᭟Alignment

• I aligned my goals, but the supported goal’s progress isn’t updating—why?
• What happens when I align goals or KRs?
• Do I need to approve goal or KR alignments?
• Can I confirm or approve the alignment of a goal or KR?

📈Goal Graph

• Can I directly align goals within the Goal Graph?
• Can I filter for labels in the Goal Graph?
• Can I filter for teams in the Goal Graph?
• How do I link goals to the organization circle in the Goal Graph?
• Why can’t I see my goal in the Goal Graph?
• Where can I see Strategic Elements and KPIs in the Goal Graph?

👨‍💼Stakeholder

• What does it mean to be a stakeholder of a goal?

↗️Updating Goals

• I accidentally entered the wrong number—can I edit it?
• Can I backdate a KR update (like for KPIs)?
• What counts as a KR update?
• Can I link KRs to KPIs for automatic updates?
• What does the Confidence Level mean?
• Where can I update my goal?

🗣️Conversations

• Can I customize the timing of the notification?
• Will I get a notification to prepare for my Conversation?
• Can I see changes since the last Conversation?
• Where can I see update comments in Conversations?
• Who can see the content of my Conversation?
• How does the “Confidence Level vs. Progress Mismatch” filter work?

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✔️Check-ins

• What is the difference between Check-ins and Conversations?

🧭Explorer

• Can I customize reports in Workpath Analytics?
• Where can I find explanations for report metrics?
• What are good benchmarks for the Cycle Steering Report?
• How do I get access to Analytics?
• Can I see goal alignments (supporting goals) in the Explorer?
• How does the keyword search in the Explorer work?

🗒️Notes

• Where can I see all open Notes?
• How can I respond to a Note?
• Who gets notified when I add a Note?
• Why can’t I see my comment from an update in Notes?

🤖Workpath AI

• Can I enable AI features only for specific teams or users?
• What AI features are available?
• What is the Drafting AI trained on?

🔐Information Security & Data Privacy

• Does Workpath sell customer data?
• When is data deleted in Workpath?
• Who has access to my Workpath data?

Other

• Can I change the platform’s color to match our corporate identity?
• Can I run a user survey through Workpath?
• What parts of the platform are customizable?
• Can I change the name of my organization in Workpath?
• How can I export goals from Workpath?