🪄 Beginner's Tutorial
🪄 Beginner's Guide
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 >>
✅ How to organize tasks
Doing the right thing is far more important than doing things right. See more >
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".
© Vision 2024
© Vision 2024
© Vision 2024
Welcome to Vis, a goal management tool based on the OKR concept.
Quick start
Add Objective
Step 1: Add Objectives to the "Objective Library"
Briefly introduce the OKR management method: O stands for Objective (goal), while KR refers to Key Results. Simply put, O is what you want to achieve, and KR is the steps you need to take to complete this plan. Once you complete all KRs, you naturally achieve this objective.
1. Objective Library - Create New Objective - Edit the title, color, and planned time for the target.
Note: If the Objective does not enable a planned time or does not add key results, it will become an "Unplanned Objective," and it will not be possible to implement this target.
As for some temporary ideas, targets without a specific plan can choose not to enable planned time or not to add key results.
2. Add Key Results - Set title, initial value, target value, and value type.
Key results are the conditions for achieving the objective, which means what needs to be accomplished to achieve this objective. The tasks that need to be completed are the key results.
Example: Change physical condition from sub-health to health.
Then, to achieve this goal, I need to do the following things (which are also the key results):
● Key Result 1: Weight reduction from 70kg to 60kg. Initial value 70, target value 60, with the value type as final value.
● Key Result 2: Improve sleep quality. Average sleep duration reaches 7 hours. Initial value 0, target value 7, with the value type as average value.
● Key Result 3: Plank training, where one duration reaches a maximum of 120 seconds. Initial value 0, target value 120, with the value type as maximum value.
● Key Result 4: Insist on drinking 1L of water every day for 30 days. Initial value 0, target value 30, with the value type as sum.
(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 upon completing that key result.
3. Add Motivation and Feasibility for the Target.
Motivation is why you want to achieve this goal; it will be randomly displayed on the summary page and desktop widget, providing you with the drive to take action again when you're not feeling your best.
Feasibility is to validate the practicality of the target.
execute
Adding a "Record" for key results is the only way to push the progress bar. A "Record" is the outcome achieved after putting effort into realizing the key results. The different methods of inputting records reflect differently in the progress (the methods of inputting can refer to the example goals in the first step).
Add a record:
Click ➕
Add a memo:
Method 1: Add in the record
Method 2: Add in the key result
Method 3: Add in the goal
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 "In Progress" state to "To Be Reviewed" state. You need to end the goal through "Final Review".
Note: If you subjectively believe that the goal can be concluded early, you can start the "Final Review" while in the "In Progress" state (pro version feature). The goal cannot undergo "Final Review" while in the "Not Started" state; once the goal enters the "Reviewed" state, it cannot be edited and needs to delete 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 your thoughts
By sharing, let everyone see your efforts~
All of your review records 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 break down the targets in the target library and manage the targets categorically. Through the "target node," a multi-level target management system can be established. The target node is the long-term target corresponding to each target.
Creation Method
Method 1: Create on the target library page
Method 2: Create on a specific target node page
Usage Method
Method 1: Create targets under a 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 period is used to manage the most important and urgent objectives in the current goal library's OKR cycle. The focus period provides an independent space and view, focusing on the few most important and urgent goals among many in the current goal library; you can think of it as a Kanban board, displaying your currently highest-priority goals.
1. Create a focus period
You can only create a focus period when there is none currently; only one focus period can exist at a time.
Method 1: Focus period 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 a "focus period" cannot be added to a new "focus period".
3. The start and end times of the focus period will be bound to the goals within it and cannot be set manually.
Start time: The earliest time of the earliest goal.
End time: The latest time of the latest goal.
4. (Advanced usage) Set weight
Just like you can set the weight level for the key results of the goals, you can also set a weight level for the goals in the focus period; the higher the weight, the higher the score gained from completing that goal, incentivizing you to prioritize completing goals with higher weights.
Desktop widget
The desktop widget that comes with Vision can provide you with more convenient 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 pages. The red line represents today’s date; if the progress has not reached the red line, it will be judged as "behind schedule".