Viva Goals - Product Tips

Hello everyone!

This is Meena, a Senior Program Manager from the Viva Goals team. I've been part of the product for the past 2+ years. It should be quite interesting to know what our customers talk more about in Viva Goals. We also thought you might appreciate some quick and handy product tips to enhance your everyday experience with Viva Goals. 

The majority of our customer interactions have been around Creating/Managing OKRs, Purchasing Viva Goals licenses, Trial Expiries/Extensions, Integrations, and License Management. Here are some quick tips if you're stumbling upon similar scenarios:

1. Roll over unfinished objectives - When you close an OKR at the end of your time period, you have the ability to choose between closing or continuing working on the same OKR in the next time period. It also gives you options to preserve or reset the current progress. If you'd like to continue the progress from where you left, you can reset it or choose to preserve the existing start and target values. You can read more about cloning https://learn.microsoft.com/en-us/viva/goals/cloning-objectives.
2. Self-Serve and Admin Led Trials - If you are an individual who'd like to sign up for Viva Goals self-serve trial on your org's existing Microsoft 365 tenant using your business credentials, you can visit https://goals.microsoft.com/ and click “Start Trial”. If you are a tenant admin who wants to sign up for a trial for your org, you can do it from here - https://www.microsoft.com/en-us/microsoft-viva/goals or from the https://admin.microsoft.com/#/homepage.
3. Integrations - If you don't find the applications you'd like to link your OKRs to, you can reach out to your Viva Goals admin or your tenant admin and have them enable the integrations for your tenant. More details on this is available https://learn.microsoft.com/en-us/viva/goals/vg-integrations-administration-overview.
   
   

We're excited to share similar tips with you on a monthly basis. Watch out for more updates next month.