A lot of companies that we onboard already have a defined list of Objectives and Key Results (OKRs) that they track and measure. And adding all those OKRs again on Mesh is not only tedious but isn't a professional way of doing things.
To ease this, admins have the power to upload their pre-defined OKRs directly on Mesh and start tracking them, with the click of a button. The way to do this is,
Step 1: Click to your profile (the very last tab on the navigation bar) and from the dropdown, click on Settings.
Step 2: On the left-sided panel, click on Goals and then on Settings.
Step 3: On the right-side corner, you'll notice a blue "Bulk Upload" dropdown. Click on it and select "New Objectives".
Step 4: This will open up a right-sided panel with a single option to "Browse File" and upload your data. (Do checkout the sample file once for the upload format)
Step 5: Once you've uploaded your file, the "Upload" option at the bottom will be enabled, clicking which, your upload will be done. You'll get an Okay message signifying a successful upload.
Any error message of an unsuccessful upload will be shared on your Email.
Few important pointers to note,
- This feature is only accessible by the admins.
- If the same name OKR, in the same time period and with the same owners are uploaded, then they are treated as duplicate. We allow duplicate records upload.
- Users can upload as many as times they want. If the time-period is already created, new uploads are appended. Otherwise, the time-period will automatically be created.
This feature is still in progress so going forward, the idea is to bring in more upload options around Goals and Goal weightages as well.
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