The Hotbox showcases the areas where you need to focus. More specifically, it highlights the Medium Risk (orange) or At-Risk (red) Objectives, Key Results, Workstreams, and Action Items that you own or that belong to your Team.
Options in the Hotbox
- Add any Objective or Key Result that is organizationally viewable.
- Add any Workstream or Action Item with poor health (Risk)/Low Confidence across all of the Teams that you're on.
- Choose to Include on or above plan (green) Objectives or Key Results in your HotBox for added focus.
- Choose what goes in your HotBox in Custom Biz Reviews.
- Change owner, status, or due date of an Action Item without leaving the page so you can stay focused on strategy.
- Right click the Hotbox while in edit mode for the Quick Actions menu.
Other Hotbox Factors
- Your Personal Biz Review is pre-populated with Medium & At-Risk Objectives and Key Results as well as Workstreams and Action Items with Low Confidence/Poor health(Risk).
- You can’t add or delete the Hotbox in either your Personal Biz Review or Custom Biz Reviews.
- If you remove everything from your Hotbox in a Custom Biz Review then it doesn't appear.
- Workstream and Action Item health attributes are subjective and not based on a progress measurement.
Manage the Hotbox
- In your custom Biz Reviews, select the Pencil in the upper right-hand corner.
- Search for the Hotbox in your Biz Review. (You may need to scroll down to the bottom to locate it).
Note: The Hotbox appears on your Biz Review when there’s content. While it can’t be added or deleted, it can always be updated in Edit mode.
Remove Content from the Hotbox
- Hover over content in your Hotbox and activate the Kebab menu button.
- Select Remove from Tray.
Add Content to the Hotbox
- Activate the "+" icon in the header of your Hotbox.
- Choose whether to add an Objective, Key Result, Workstream ,or Action Item.
Add Objectives & Key Results
- You can filter by both Green status & Closed OKRs.
- Add Closed OKRs to show comparisons for QoQ performance (in addition to using the Timeline) and add green status Objectives or Key Results for focus.
Add Objectives to the Hotbox:
- After selecting to add an Objective to the Hotbox, search across your objectives and select all the objectives you'd like added to your Hotbox.
- Activate the "Add" Button to add the selected objectives.
Add Key Results to the Hotbox:
- After selecting to add Key Results to the Hotbox, search by name, result owner, team, or team manager and/or scroll through the objectives and select all the key results you’d like to add to your Hotbox.
- Activate the "Add" Button to add the selected key results.
Rename Additional Hotbox Trays
- Create additional Hotbox trays to group risks in Biz Reviews and rename them by category or business function.
- Select "New tray", and edit the name accordingly.