Objectives in Fingertip allow you to build focus and alignment into your daily operations. Set measurable, numeric targets that help you improve while progressing towards your goal. Fingertip supports the popular Objectives and Key Results method by allowing you to create Objectives with key measures.
With Objectives you can tie decision making and strategic planning with accountable execution. Well aligned, transparent goals helps boost motivation and increases organizational performance.
Users that have the Fingertip Intermediate or Fingertip Advanced User level can create Objectives. Entry level users can interact with Objectives and update their values from Plan items, but cannot create new Objectives, or view the Objectives tab. This feature is available also on mobile devices.
This guide will go through:
- How to create Objectives in Fingertip
- Filling the Objective details in the New Objective popup
- Sharing of Objectives
How to create Decisions in Fingertip
On desktop, there are multiple places where you can create a new Objective from in Fingertip:
- In the Home tab, click on the "New Item" button. Then select "New Objective" and click the blue "Continue" button on the bottom of the popup. If you have a Channel selected, the Objective will automatically be added into that Channel.
- Click the small arrow next to the Objective tab on the main navigation and select "New Objective".
- Navigate to the Objectives tab. Then click on the "New" button on the top right corner.
- On the top navigation there is a small plus sign, which opens the Global Action menu. Open it and select "New Objective". If New Objective is not available, you need to add the Fingertip global actions.
- It is also possible to create new Objectives as Plan items.
On iOS or Android mobile devices, new Objectives an be created from:
- In the Fingertip tab, click on the blue "+" button on the bottom of your screen. Then select "New Objective". If the "+" button is not available, make sure you are on the "Channels" tab.
- Similarly, if you have selected a Channel in the Channels tab, you can create a new Objective under the selected channel by clicking the blue "+" button and selecting "New Objective"
- Navigate to the Objective tab. Then click on the "New" button on the top right corner like you would on desktop.
- It is also possible on mobile to create Objectives as Plan items. To view columns suitable for Objective records, use the Objectives list view.
Filling in the Objective details in the New Objective popup
To create an Objective you need to first fill in the fields in the New Objective popup. Some of the fields are only available in Progress type Objectives.
- Phase (Optional)On top of the New Objective popup you can see the selected phase of the Objective. By default it will be in Not Started phase, but if needed you can create it instantly in any other phase by clicking the phase on the life cycle.
- Type (Optional)
There are two types of Objectives in Fingertip: Progress and Completion. Progress type Objectives follow a numeric value that can be updated at any point. Completion type Objectives only follow the status and due date without any measurable value.
- Priority (optional)
This field can be used to highlight the Objective's urgency and impact. The higher the priority, the higher it will appear on lists. Priority will also be shown on the Objective card.
- Objective Name (required)
For best results try to write specific, measurable, achievable, realistic and time-bound Objectives (SMART naming convention).
- Status (optional)
The Objective status is connected with the phase selected on the top of the popup. On each phase there are different statuses that the Objective can have. For example if you are behind on your schedule you can mark the Objective as Behind or Critical.
- Order (optional, only in Progress type Objectives)
This field determines the direction of which you are trying to reach with a progress type Objective. Are you trying to reach a higher or lower value? If you are trying to reach a higher value select "Increasing" if lower, select "Decreasing".
- Initial Value (required, only in Progress type Objectives)
Set a starting value for the measuring the Objectives progress.
- Target Value (required, only in Progress type Objectives)
Set the target value that you are trying to reach.
- Quantity (optional, only in Progress type Objectives)
Select the quantity that you are measuring with the values. You can select one from the metric system or write your own (custom).
- Unit of Measure (optional, only in Progress type Objectives)
If you selected custom in Quantity, write here the unit of measure that you are using. For example, Percentage.
- Start Date (required)
When do you start measuring this Objective? Enter the start date for this objective.
- Due Date (required)
When does this Objective need to be complete? Enter the due date for the Objective's completion and the target date for reaching the target value.
- Description (optional)
Add here any additional details relating to the Objective.
- Taxonomy (optional)
If you have set up Taxonomy, you can tag your Objective with a Taxonomy class. Taxonomy helps you to find the Objective based on it's category.
- Topics (optional)
Add any topic that would relate to this Objective. Topics are not created in advance like Taxonomy, they can be created at any point by anyone. You can think topics are more similar to hashtags in social media.
Once everything is ready, click "Save" to create the Objective and share it.
Sharing of Objectives
It is good to understand that the sharing of Objectives is not using the same principles as for example Decisions, Plans or Activities. Instead, by default all Objectives created are transparent with all the users in the organization. You can view Objectives from the Objectives tab and filtering them by user.
Objectives have a parent object, but it is only used to add a relation, it does not affect sharing. If you create an Objective in a Plan, it will be easily located under it, but it can also be found by searching in the Objective tab or using the Global search.