Frankli

Here we introduce OKRs and outline the basics to get you going

OKRs Explained

Learn how to use goal weighting in Frankli to reflect impact, apply it to goals, and improve how progress is measured.

Using Goal Weighting in Frankli

Everything you need to know about the Goals feature in Frankli

OKR Goals

How to create tasks and link tasks to your goals

Linking Tasks to Goals

How to save a Goal as a draft, and where to find Draft Goals after you've saved them

Where to Find Draft Goals

An explanation of how our rich linking plugin works. How to link to goals from the editor in 1:1s and Review cycle answers

How to link to a goal in the rich text editor

How to use a Template to create a new Goal

Creating a Goal from a Template

How to change the priority status of a Goal

Prioritising Goals

How to align Goals with other Goals across different Goal Types

Aligning Goals

Explaining who a Goal Owner is and what they can do

What Does a Goal Owner Do?

An explanation of the meaning of Goal Type

What is a Goal Type?

A simple definition for Key Results, and a demonstration of how to use them

What are Key Results?

Public objectives and private objectives: what is the difference?

How does Visibility Affect my Goal?

Everything you need to know about creating a Goal

How to Create a Goal

How to create a copy or duplicate of an existing Goal

Creating a Copy of an Existing Goal

Using Frankli's goals tools as an employee

As an Employee

How to use the distribution option to create multiple Goals at once

Distributing Goals

How to create duplicates of the same goal for multiple people

Distributing a goal to your people

As a Manager

How to add Goal Tags to a Goal and view your Goal Tags

What is a Goal Tag?

Admins can add, edit and remove Goal Templates in Frankli. Here's how.

Managing Goal Templates

Explaining the Goal Admin role and what it involves

What Is a Goal Admin?

Set which people will have access to any Survey Admin features

Managing Goal Admins

View statistics about how your people are using goals

Goal analytics

As an Admin

Goal Admin superpowers when viewing goals

View all goals as a Goal Admin

Here we take your through the steps for archiving a goal as a Goal Admin

Archiving a goal as a Goal Admin

Here's how to create a department goal for another department

Creating department goals for other departments

Here we take you through the steps to delete a goal as a Goal Admin

Deleting a Goal as a Goal Admin

Using Frankli's goals tools as a goal admin

As a Goal Admin

Here we take you through defining company level goals

Classic View - Creating a Company Goal

Here's a brief overview of goal setting in Frankli using OKRs

Classic View - Getting focused with Goals

Create a goal using an existing goal template

Classic View - Using Goal Templates

A guide to the new Team Goals page for managers

Classic View - Viewing your Team Goals

As a people manager here are the steps you take to create personal goals for your people

Classic View - Creating personal goals for your direct reports

Copy a goal that you or another person has already made

Classic View - Making a copy of an existing goal

Let's look at your goals page and make sense of the different views available to you

Classic View - Goals View in Frankli

Information to get you started with setting goals as an employee

Classic View - Creating a goal as an employee

With Frankli you can update your goal using progress updates and comments. This article explains how to do that.

Classic View - Updating progress against a goal

Finished with your goal or need to put it on the back burner? Here's how to archive goals so you don't lose any progress you've made.

Classic View - Archive Goals

Your guide to Frankli's classic Goals view

Classic View

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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