Frankli

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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