🪄 Beginner's Tutorial
Welcome to Vis, a goal management tool based on the OKR concept.
Start learning
🌟 What is OKR
Understanding Vis's product philosophy >>
🖊️ Split Goal
Establish a multi-level goal management system >>
Quick start
Add Objective
Step 1: Add a goal in the "Goal Library"
A brief introduction to OKR management method, O stands for Objectives (goals), while KR stands for Key Results. In simple terms, O is what you want to achieve, and KR are the steps you need to take to complete this plan. Once you complete all the KRs, you will naturally achieve the objective.
1. Goal Library - Create a new goal - Edit the title, color, and planned time of the goal.
Note: If the goal does not enable planned time or does not add key results, it will become an "unplanned goal" and cannot be executed.
For some temporary ideas, a goal without a specific plan can choose not to enable planned time or not to add key results.
2. Add Key Results - Set the title, initial value, target value, and value method.
Key results are the conditions to achieve the goal, which means you need to accomplish certain tasks to reach this goal, and these tasks to be completed are the key results.
Example: Change the physical condition from sub-healthy to healthy.
Then, to achieve this goal, I need to do the following things (which are the key results):
● Key Result 1: Weight loss, from 70kg to 60kg, initial value 70, target value 60, value method is final value.
● Key Result 2: Improve sleep quality. Average sleep time reaches 7 hours, initial value 0, target value 7, value method is average value.
● Key Result 3: Plank training, where the longest duration reaches 120 seconds, initial value 0, target value 120, value method is maximum value.
● Key Result 4: Persist for 30 days to drink 1L of water daily, initial value 0, target value 30, value method is summation.
(Advanced usage) Set different weight levels for key results to distinguish the importance of different key results. The higher the weight of the key result, the higher the score obtained by completing that key result.
3. Add the motivation and feasibility for the goal.
Motivation is why you want to achieve this goal, which will be randomly displayed on the summary page and desktop widget, providing you with motivation to re-engage when you are not in a good state.
Feasibility is to verify the feasibility of the goal.
execute
Adding "records" to key results is the only way to drive the progress bar. "Records" refer to the outcomes achieved after making efforts to accomplish key results. The different methods of adding records reflect in the progress differently (the methods can refer to the example goals in the first step).
Add records:
Click ➕
Add notes:
Method one: Add in records
Method two: Add in key results
Method three: Add in goals
Review
The normal lifecycle of a goal will go through four states: Not Started, In Progress, To Be Reviewed, Reviewed
When the end time of the goal is reached, the goal will switch from the “In Progress” state to the “To Be Reviewed” state, and you need to end this goal through the “Final Review”
Note: If you subjectively determine that the goal can be ended early, you can start the “Final Review” while it is in the “In Progress” state (Pro version feature). The goal cannot start the “Final Review” when it is in the “Not Started” state; once the goal enters the “Reviewed” state, it cannot be edited and will require deletion of the review record to return to the “To Be Reviewed” state.
In the final review, you need to complete the following 4 tasks
● (Required) Score the key results
● (Required) Give a brief evaluation of this review
● Summarize the issues that arose and provide solutions
● Write down some of your thoughts
Sharing will let everyone see your efforts~
All your reviews will be saved in “My - Review Records”, and you can also view the review records on the goal details page
Advanced usage
Break down big goals
In the current version, the target node can be understood as the target folder. It is used to decompose the targets in the target library and classify the management of the targets. Through the 'target node', a multi-level target management system can be established, and the target node is the long-term goal corresponding to each target.
Creation Method
Method 1: Create on the Target Library page
Method 2: Create on the specific target node page
Usage Method
Method 1: Create targets under the specific target node page
Method 2: Manually select the corresponding target node on the target editing page
Focus on the cycle, concentrate on the goal
The focus cycle is used to manage the most important and urgent goals in the current goal library's OKR cycle. The focus cycle provides an independent space and view that focuses on the few most important and urgent goals among the many goals in the current goal library. You can think of it as a Kanban board, with the highest priority goals pinned on it.
1. Create a focus cycle
You can only create when there is currently no focus cycle; only one focus cycle can exist at a time.
Method 1: Focus Cycle Page
Method 2: Summary Page
2. Add goals
Method 1: Select existing goals from the goal library
Method 2: Create new goals
Note: Unplanned goals, completed goals, and goals that have previously been added to the 'focus cycle' cannot be added to the new 'focus cycle'.
3. The start and end times of the focus cycle will be bound to the goals within it and cannot be customized.
Start time: The earliest time of the start goals
End time: The latest time of the end goals
4. (Advanced usage) Set weights
Just as you can set weight levels for key results of the goals, you can also set weight levels for the goals in the focus cycle. The higher the weight, the higher the score obtained from completing that goal, motivating you to prioritize completing the goals with higher weights.
Desktop widget
The desktop widgets that come with Vision can provide you with more quick information displays during your tasks.
Gantt chart
The Gantt chart is used to monitor the progress of various objectives at a macro level.
Entering the Gantt chart from different pages displays the objectives from the corresponding page. The red line represents today's date; if the progress has not reached the red line, it will be deemed a "behind target".
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