Viva Goals Product Tips!

Happy New Year!

 

January, a chapter of new beginnings, a canvas for fresh dreams, and a month to paint the year with vibrant possibilities. Embrace the journey ahead!

 

I'm excited to come back with some fresh product tips this month. The top trends continue to remain the same - Creating/Managing OKRs, Purchasing Viva Goals licenses, Integrations and Enabling users. Let's dive into the tips:

 

1. Zapier Integration - Viva Goals support integration with industry-leading tools and platforms you use every day. However, for the few applications that are not supported, we do have an alternate method. Our integration with Zapier will allow you to connect Viva Goals with all the tools you use every day. With the Zapier integration, you can automate the check-ins in Viva Goals when an event occurs in the other tool. You can check https://learn.microsoft.com/en-us/viva/goals/zapier-integration for more details.
   
   
2. Email notifications - Are you not receiving emails like check-in reminders, explorer exports, summary updates from Goals? Here's something you can check - by default all emails from Goals are sent to the UPN ID of the user profile in Entra ID. If your UPN doesn't have an inbox associated with it, you'd not be receiving the emails from us. We've seen cases where customers want to route the emails to the alias field in Entra ID instead of the UPN. If that's your requirement, you can contact the support team and they'll help you fix this.
   
   
3. Approval Workflow - We're seeing customers mention that they're missing the option to change the approval workflow status for their OKRs. This happens when you're in a view with multiple time periods. The workflow status has to be updated individually for each entity and each time period. When multiple time periods are selected, you'll not see the option to change the status.
   
   
   
   

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