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How do I configure the Activity View for my meeting?

Filter the items to show using the search function.

Select the view grouping type

Category

 

What It Means

 

What Triggers It

 

Needs Attention

Concerning signals requiring action

Confidence dropped significantly, progress went backwards, item is overdue, a dependency is degraded, or child key results are struggling

Not Updated

Gone too long without meaningful engagement

No modifications, no check-ins, or progress stagnant beyond the selected time window

Progressing Well

Showing positive momentum

Confidence or progress improved, regular check-ins recorded, or recent meaningful activity

Recently Completed

Finished within the review period

Key result reached 100%, commitment completed, or interlock resolved

Not Started

Scheduled for the future or newly created

Has a future start date, or was just created and hasn't had time to generate activity signals

Select the types of items to show on the top level

  • Objectives, Key Results, Commitments, Interlocks

Select the time period to show

  • Current or future periods are selectable

Configure columns

  • Define the columns to show
  • Define the time range to utilize in the view (tie it to the cadence of your meeting)


The configured view is accessible by the URL of the page

Use this as a link in your Game Plan and/or meeting invites to have the correct view always present when you start your meetings.