Overview
The Home screen is your starting point in Quantive Results. You can view any assigned tasks, you and your team's OKRs, update any key results, and at the bottom of the Home dashboard view average progress for you and your teams across all open sessions.
The Home screen is divided into four main sections to help you navigate quickly. You can collapse or expand them:
To-do section
This section contains a list of your tasks. In this section you can do the following:
Update the status of upcoming and past tasks
Update Key Results
Approve OKRs
Fill out your team Check-ins
You will see Tasks and Key Results in this section if:
Tasks:
The Tasks are assigned to you
If the Tasks are attached to an OKR, the OKR must be in a current session
If the Tasks are not attached to an OKR, you will see them regardless of when the due date is
Key Results:
The Key Result is assigned to your or a team that you manage
They Key Result has not been updated in the current cadence
Note that customers on the Essentials plan will not see Tasks, Check-Ins or OKR Approval in the To-do section as they do not have access to tasks, check-ins or the approval workflow features.
My OKRs
This section contains a list of your active objectives and their key results. If you own a key result, but not the objective, you will see the key result only.
Note: You will only see OKRs that are in a current session. If the session has ended or it hasn't started yet, you will not see OKRs from that session.
For each item, you can see:
The progress made in the past two weeks
When it was last updated
OKR state
Update link
My teams' OKRs
This section contains a list of your team's objectives and their key results. This includes teams that you are a member of or teams that you manage. There will be one section for each team that you are a member of or manage.
Progress
In this section, you can track the progress of the active sessions, which you have access to. You can see at glance both the overall progress and the delta for the last two weeks.
The session progress charts have the following indicators:
Myself
This displays the average progress of your OKRs.My Teams
This displays the average progress of OKRs owned by teams you are a member of or manage. There will be one section per team.
Everyone
This displays the progress of the entire session.
Why can't I see my OKRs or Tasks?
There are a few cases where you might not see an OKR or Task that you are expecting to see.
The OKR is not in a current session
The home screen will only display OKRs that are in current session. Meaning if the session dates have ended or haven't started yet the OKR will not be displayed.
This also goes for Tasks attached to OKRs.
You are a member of a team, not the manager
Team owned Key Results in the To-Do section will only appear if you are the manager of the team.
The session is archived
If a session if archived, then OKRs and Tasks from that session will not show up on the home screen (regardless of the dates of the session).
The Essentials plan
Tasks are not included with the Essentials plan. They are included with the Scale and Enterprise plans.