My Direct & Dotted Reports

Overview

Direct & Dotted on the Teams page provides frontline managers & managers of managers a list of their reports & their titles, a list of any OKRs that they own, and also the Key Results that they own or update.

Navigating to My Direct & Dotted

  1. Click on Teams on the main menu.
  2. In the side pane, select My Direct & Dotted.

Viewing your Team Members

On the Team Members tab you'll see all of the folks that have direct or dotted-line reporting to you.  

 

 

Clicking on any of these users will take you to user-focused page that shows their workload (Action Items), the badges they've received, any Action Item Reports (if they have submitted any), their Objectives, as well as any scheduled 1on1s you have with them.

Viewing their OKRs

As with all views, you can filter by overdue Key Results, Hide or show Key Results, filter OKRs by time period and/or publish, print, and export the data of this page. You can find the same options on the Objectives pages (across your tabs), Teams pages and the Heatmap. You can apply these filters by activating the buttons above the results content. 

 

 

Viewing their Key Results

The Key Results tab shows you all of the Key Results that your Direct & Dotted Reports Own, Update, or Own & Update.  Note: In order to have these filter options, you must enable the Key Result Owner feature in WorkBoard, otherwise, you'll only see the Key Results that these users Update. Additionally you can filter the results to only include the overdue key results by marking the checkbox. 

 

 

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