Cascade to individuals with OKRs - Goals (OKRs) Navigation | Scribe

    Cascade to individuals with OKRs - Goals (OKRs) Navigation

    • Fernando Montenegro |
    • 0 step |
    • 2 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    My Goals (My OKRs)

    - Select **Goals** from the Control Panel - **My Goals** - My Goals will display all the OKRs assigned to the user - **My Direct Reports** - My Direct Reports will show all the users who report to you and their OKRs. - The manager must be assigned from the user profile - **My Department** - My Department will provide a view of any users in your department and their OKRs. - The department must be assigned from the user profile

    Goals (OKRs)

    - Select **Goals** from the Control Panel - **By Individual** - By Individual will show a list of all users in the account with OKRs setup grouped by user. - **By Manager** - By Manager will display a list of all OKRs grouped by Manager. - **By Department** - By Department will show a list of all OKRs grouped by Department. - **By Scorecard** - By Scorecard will provide a list of all OKRs grouped by Scorecard based on what elements the OKRs are linked to.

    Goal Trees (OKR Trees)

    - Select **Goals** from the Control Panel - **By Individual** - By Individual will show a three breakdown based on the individual OKR. - **By Manager** - By Manager will display a tree breakdown based on the Manager grouping of OKRs. - **By Department** - By Department will show a tree breakdown based on the Department grouping of OKRs. - **By Scorecard** - By Scorecard will provide a tree breakdown based on the Scorecard grouping of OKRs.
    **Important**: \ \ Following these steps, you can configure the Visibility of a Goal (OKR).
    - Select **Goals** from the Control Panel - Click on **My Goals** - Click on the **three dots icon** next to the Goal you are going to be working with - Select **Edit Goal**
    - Navigate to the **Goal tab** - Select the **Visibility** setting of your preference from the dropdown menu - Once you are done with your changes, click **Save**
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