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 tab
   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.