This is the first screen you see after login to your Quantive account. It presents you the information relevant to you—objectives, key results, and tasks—in currently active sessions, assigned either to you or any of the teams you belong to. Please note the Essentials plan does not have access to Tasks.
From the Home page, you can:
This is the place where you create, edit, organize, align, and analyze OKRs.
All OKRs are distributed into sessions, and depending on the session status and the permissions you have, you can:
This is the OKRs reporting section. You can view the:
The Performance report gives you a high-level overview of your organization’s OKRs and tasks’ ongoing progress. The Process report provides insights describing how effectively your organization is at running the OKRs process.
This is where you can power-up your OKRs by connecting them directly to software tools and data sources. Here is also the place to connect data sources to your Quantive that will power the insights.
This allows you to automatically update your key results based on changes you have made elsewhere in other systems.
This is the place where you can make
You can use Robotic Process Automation (RPA) to save time by automating repetitive tasks. For example, instead of manually checking if someone is compliant with your organization’s OKR policies, automation helps you streamline the process, boosting productivity while reducing human errors.
You Create automations to ensure:
The Marketplace is a place where you can download predefined OKRs and insights. If you want to jump-start your OKRs process, you can use the following:
By clicking your avatar, you get quick access to edit your profile. You can add a profile photo, change your name, password, or language settings. You can also manage your notification settings.
At the bottom of the navigation pane are the settings available for users with the Admin user role in Quantive or the respective permissions level.
If you have permission to manage the account settings, you see a gear ⚙️ icon at the navigation pane’s bottom.
You can manage the users and their roles and set up the account configuration such as Single Sign-On set up, logo upload, integrations with JIRA, and access your Billing portal.
At the bottom of the navigation pane, you can access your notifications. This is the place to read the latest news and adjust your personal notifications settings.
At the bottom of the navigation pane, you can access the help portal.