Viva Goals Product Tips!

Happy Friday and welcome back!

 

As the calendar gracefully turns its pages to December, I find myself reflecting on the journey of the past months and the anticipation of what lies ahead. In the spirit of the season, I wanted to take a moment to extend my warmest wishes to you. 

 

I repeat - for those who are seeing this post for the first time - this is Meena, a Senior Program Manager from the Viva Goals team. I've been part of the product for close to 3 years. If you're looking for some tips and tricks that would make your experience with Viva Goals smoother, and more efficient, let's get started.

 

The top trends continue to remain the same - Creating/Managing OKRs, Purchasing Viva Goals licenses, Integrations, and Enabling users. However, I have some new tips that would help you use Viva Goals efficiently:

 

1. Inviting Entra Groups to Org/Team as Members - Instead of adding/inviting the users individually to your Viva Goals instance, you can create or invite existing Entra groups as members of your org and teams. Provisioning and de-provisioning of users in the Entra groups is also reflected in Viva Goals accordingly. Earlier, we didn't support adding M365 groups as members of the team but this is also supported now. You can read more about this topic https://learn.microsoft.com/en-us/viva/goals/create-and-edit-teams-and-subteams#how-to-add-members-to-a-team.

 

2. OKR creation permissions - Have you been looking for a way to manage which team members can create OKRs for your team? If you've not already figured it out, there's a way to restrict/allow team members to do this. From the team's page, expand the 3 dots icon and look for the team settings. More information is available https://learn.microsoft.com/en-us/viva/goals/configure-okr-create-permissions#create-permissions-for-teams.

 

 

Thanks for taking the time to read this post. I'll come back with new tips next month.