Add and Edit Biz Review Trays

Overview

Biz Review Trays are a simple and effective way to showcase your part of the business, and are automatically updated based on progress you've made.

When you create a new Biz Review, Team Objectives, Key Results, Workstreams and Action Item Trays are added by default. Review and adjust them in Edit mode.

Add Trays

  1. Select the Pencil.
  2. Select Add Content.
  3. Choose one of the following Trays:
    • Objectives Tray
    • Key Results Tray
    • Workstreams Tray
    • Action Items Tray
    • Hotbox Tray

Add Content to Trays

  1. Select the “+” icon on the Objective, Key Result, or Workstream Tray to bring up a search.
    mceclip1.png
  2. Select from the pre-populated options or search for a specific Action Item, Objective, Key Result, or Workstream. 
  3. After checking all that apply, select Add.
  4. When done editing, select Done Editing to save your progress.

Note: You can only search for and add Objectives and Key Results from Teams that you're on unless they’re Personal (OKRs). You can search for and add any Workstream to which you have been added.

Edit Existing Trays 

  1. Select the Pencil mceclip0.png.
  2. Click on the "+" in the corner of the Tray to add object records (Example: adding Workstreams to the Workstream Tray, Key Results to the Key Results tray, etc.)

Note: Right click on any tray to bring up the quick action menu and make edits from there.

Rename Additional Action Item & Hotbox Trays

Group follow ups from Biz Reviews with multiple Action Items trays and title them by team or leader.

  • Create a new Action Item or Hotbox tray
  • Click into the editable title text box field
  • Rename your tray accordingly 

 

 

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