Doing Check-ins on Mesh

Check-ins on Mesh is a way to update the progress on your Key Results (KRs). This eliminates the need for conducting meetings for your manager to know about your progress/ status updates on your deliverables. All check-ins are recorded on Mesh so your manager can easily check the progress of work, whenever they want.

On Mesh, check-ins can be done via the following 3 sections, 

1. Mesh List
2. Goals tab
3. Goal Insights tab

But irrespective of where you're doing your check-in from, the process doesn't really change, with the only difference being that while a manager will have access to all the three sections, an employee will only have access to the first two.  

Let's look at how to go about checking-in on your KRs,

1. Via the Mesh List
   

   Step 1: On the Mesh homepage, go to the Mesh List on the right hand side and scroll to Goals. 

   

   Step 2: Click on the KR on which you wish to check-in. This will open up a window from the right-hand side containing every detail about the KR.

   Step 3: Under the Progress section, click on the slider or drag it to your desired number up until you wish to indicate as achieved. This will open up the check-in box in which you can fill up the precise number as well as update the status of the KR (optional) from the drop-down. Once done, hit on check-in.

   

   Alternatively, you can simply click on the achievement and update the figure. Once done, hit enter and your check-in will be done.

   

2. Goals tab
   Especially for managers, a benefit of doing your check-ins from the Goals tab is that you can easily sort through your Goals via a number of sorting options provided.
    
   
   
   These are,
   
   • Objective - Group only those Goals that have been tagged under a particular Objective.
     
   • Employee Name - See the Goals of a particular employee only.
     
   • Last Activity - All the Goals that have experienced some activity between a given duration.
   • Primary Pod - Only those Goals that are part of a particular Pod.
   • On-Track - All Goals that are likely to meet their deadlines.
   • Off-Track - All Goals that aren't likely to meet their deadlines.
   • At-Risk - All Goals that are at a risk of not being completed on time at all.
   • Closed - All Goals that have been completed.
   
   Coming to the check-in process now, even from the Goals tab, it's very much similar to how it's done from the Mesh List. However, there will be a slight difference in the UI and the initial steps depending on the view you're in. There are three types of views - Card, List and Tree, and you can read more about the views in detail here.
   
   Card View - This will show you the Goals arranged employee-wise and you can click on any Goal to open the same right-sided panel for the check-in.
   
   
   
   List View - This will first show you all the Objectives, clicking on which, you'll be able to see the Goals tagged under them. The normal check-in process follows.
   
   
   
   Tree View - Clicking on any of the branches (Objectives) will open a dropdown of all the Goals tagged to the Objective. The normal check-in process follows.
   
   
   
   
3. Goal Insights
   Accessible to only managers and admins, the check-in process (as well as the view) from the Goals Insights tab is identical to that of the List View of the Goals tab and you'll be able to do your KR check-ins from here itself, without having to navigate to the homepage every time.
   All you need to know is the KR you wish to check-in on is cascaded to which Objective. Once that's clear, expand on the said Objective and click on your KR. This will open up the check-in panel from the right-hand side and then follow the usual process of checking-in to your KRs.