Microsoft Viva Goals aligns you to your organization’s strategic priorities and unites teams around mission and purpose.
Table of Contents
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Left-hand navigation menu
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Time-period selector
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Central content
Navigate Viva Goals
Your default view in Viva Goals is “My OKRs.” This page can be broken down into three main areas:
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Left-hand navigation menu
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Time-period selector
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Central content
Left-hand navigation menu
This menu is your launching pad that will take you to the various locations within Viva Goals.
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Search: Search within Viva Goals.
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Notifications: Activity reminders that require your attention.
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My OKRs: List of OKRs assigned to you.
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My Teams: List of OKRs assigned to the group(s) that you are a member of.
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My Company: List of Company’s OKRs.
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Username: Modify your account settings profile settings, view the privacy statement, and logout.
Time-period selector
The time- period selector enables you to filter views based on your timelines. Choose from active, upcoming, and previous time periods and toggle a setting to view multiple time periods at once.
Central Content
Based on your selections from the left-hand navigation menu and the time period selector, different sets of OKR information will appear in the center of the page.
Table of Contents
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View nested OKRs
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View details of a single OKR
Viewing OKRs in Viva Goals
OKRs are divided into companywide goals and team goals.
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Company OKRs are the effort(s) of the entire business and represent the goals that everyone else will collaborate with.
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Team OKRs are group efforts that roll up to the company level OKRs. Teams can have multiples groups and sublevels represented like department, team, project group, or working unit.
To discover the alignment of an objective, key result, or project you have two options:
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View the expandable list of nested goals
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View the details of a single goal to discover its alignment to the highest level
View nested OKRs
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Select My Company.
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Select Go to current period under the time period selector.
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Identify the goal you would like to view.
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Objectives are identified by the target symbol.
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Key Results are identified by the speedometer symbol.
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Projects are identified by the calendar symbol.
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Select the chevron > symbol to the left of your goal. This will generate a drop down of objectives, key results, or projects that are contributing to the selected goal.
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Continue expanding the chevron icons within your nested list to expand cascading goals.
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View the details of a single goal
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Identify the goal you would like to view.
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Select the title of your goal you’d like to view. This will produce a panel of information.
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Scroll through the information panel until you reach “Alignment.”
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The selected goal will appear at the bottom of the list and you will be able to see how it rolls up through the other goals in your company.
Table of Contents
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Profile Settings
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Preferences
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Privacy Statement
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Logout
Account Settings
You can manage the information associated with your account by scrolling to the bottom of the left-hand navigation menu and selecting one of the options that appears in the hamburger menu:
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Profile Settings
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Preferences
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Privacy Statement
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Logout
Profile Settings
Within the profile settings menu
Preferences
Within the preferences menu
Privacy Statement
Within the privacy statement
Logout
Within the preferences menu
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