How to track, view and report on "tasks" setup inside Initiatives in Viva Goals?

Copper Contributor

Ok so you can setup tasks inside Initiatives and assign these, but where can you see progress on this tasks? There doesn't seem to be a way to run any analytics across progress on TASKS?

Any help would be appreciated here.

 

2 Replies

@jenni7196 

 

To track, view, and report on tasks set up inside Initiatives in Viva Goals, you can follow these steps:

  1. Access Viva Goals: Log in to your Viva Goals account using your credentials. Make sure you have the necessary permissions to track and report on tasks within Initiatives.

  2. Navigate to Initiatives: Once logged in, locate the navigation menu or dashboard where you can access the Initiatives module. Click on the Initiatives tab or a similar option to enter the Initiatives section.

  3. Select the Desired Initiative: Within the Initiatives section, you should see a list of active initiatives. Locate and select the specific initiative that contains the tasks you want to track, view, and report on.

  4. Explore Initiative Details: Upon entering the selected initiative, you will typically find an overview page that provides details about the initiative's objectives, key results, and associated tasks. Familiarize yourself with this information to gain context.

  5. Locate Tasks: Look for a specific section or tab within the initiative interface that displays the tasks associated with it. The location may vary depending on the platform or tool you are using. It could be labeled as "Tasks," "Task Management," or something similar.

  6. Track Task Progress: Within the tasks section, you should be able to view the list of tasks that are part of the initiative. Depending on the platform, you might see task names, due dates, assigned individuals, and current status (such as "In Progress," "Completed," or "Overdue").

  7. View Task Details: Click on an individual task to access more detailed information. This may include task descriptions, subtasks, attachments, comments, and any other relevant information related to that particular task.

  8. Update Task Status: As tasks progress, you can update their status within the initiative's interface. Mark tasks as complete when finished, or change their status to reflect their current progress. This ensures accurate tracking and reporting.

  9. Generate Reports: To report on tasks within the initiative, most platforms offer reporting functionalities. Look for options like "Generate Report," "Export Data," or "View Reports" within the initiative or task management section. These features enable you to create comprehensive reports with task details, progress, and other relevant metrics.

  10. Customize Reports: Depending on the platform, you may have options to customize the report's format, timeframe, and data included. Choose the desired parameters to generate a report that meets your specific reporting needs.

  11. Review and Share Reports: Once the report is generated, review its contents to ensure accuracy. If needed, you can export the report in a preferred format (such as PDF or Excel) and share it with stakeholders or team members who need visibility into the tasks and their progress.

By following these steps, you can effectively track, view, and report on tasks set up inside Initiatives in Viva Goals or similar goal-tracking platforms. Remember to refer to the platform's documentation or support resources for specific instructions tailored to your chosen tool.

@Faisal1775 Do you know if there's a way to see all my tasks (across Initiatives)?