Biz Reviews can be shared with individuals, teams, or globally. Everyone with access to the Biz Review can track a team's progress throughout the OKR time period and see any updates made to the Biz Review. You can modify the view and edit permissions of the Biz Review at any time.
It's recommended to share Biz Reviews with your Team and if needed, your organization. This allows everyone to track progress on your OKRs and have access to important context around the outcomes you're trying to achieve.
Share Biz Reviews
Please note that you must be the Biz Review Owner or be granted Edit Access to share Biz Reviews. Users with View only access will not have the ability to share.
- Select Meetings & Reviews from the main menu
- Click Biz Reviews
- Open a Biz Review
- Select the kebab menu in the upper right-hand corner of your Biz Review
- Choose Share
- Search and select the users or teams to share the Biz Review with or check the box to 'Share with organization'
- If sharing with users or teams, select either View or Edit access
- Select Share when finished
When a Biz Review is first created, there will be a lock icon in the upper right-hand corner, denoting that it is private by default. After a Biz Review has been shared, there will be a person icon that shows how many users have access to the Biz Review. When a Biz Review is shared globally, users will see a globe indicating that the entire organization has view access.
- Private Biz Review:
- Shared Biz Review:
- Globally Shared Biz Review:
Please note: No email notifications will be sent when sharing globally. When sharing with teams or individuals, an email notification will be sent unless the recipients have “Don’t send me any emails” checked in their Preferences.
Changing Ownership of a Biz Review
You can change the ownership of a Biz Review by sharing and granting edit access to a user. Once you've granted at least one user edit access, click the pencil icon in the upper right-hand corner to edit your Biz Review. Under the owner field, select the hyperlink to Change Owner. Users that have edit access will populate in the dropdown. Select the user to make them the owner of the Biz Review. A pop-up will confirm that you'd like to change the owner of the Biz Review, select Change Owner to finalize your change.
Publish Biz Reviews
WorkBoard allows you to Publish an entire Biz Review or to publish parts of it. Publishing Biz Reviews is helpful when you want to create an export or pre-read, or if you want to capture a snapshot of what a Biz Review was like in a certain time period.
Published views can show the last comments on all KRs, which can be useful for review.
- Select the Kebab on a Biz Review
- Choose Publish
- Select what you'd like to include from the Options
- and select Preview to save a view of the Biz Review
- From your browser you can email, print or save as a PDF
Note: If you have the Slack integration enabled, you can publish to public channels.