What's New
Faster, responsive Objective screen layout
Admins can configure which sections are visible, their order, and whether they start expanded or collapsed
Support for sub-objectives with unlimited nesting
Ability to attach objectives to multiple strategic plans
Tagging support for improved filtering and reporting
Action plans can now be linked directly to objectives
New Objectives console enables fast filtering by plan, portfolio, owner, and rollup group
Managing Plans and Sub-objectives
Admin users can create and manage up to five plans and assign objectives accordingly. Objectives can be cascaded across departments with sub-objectives, each with their own details and tracking. This is particularly useful for organizations working with multiple departments or complex strategies.
Filtering and Navigation
The new console includes multi-select filters for plans, portfolios, and organizational units. Users can quickly narrow results based on ownership or category. Sub-objectives and direct action plans make it easier to trace progress and alignment across the organization.
Objective Detail Screen
The detail screen matches the modern layout used in other Essential modules. Users can toggle between objectives, search, and apply filters. The screen includes logic model diagrams, indicators, risk links, sub-objective creation, and more.
To enable or learn more, contact Tracker Support for a demo.
Overview:
New objective screens and a console help teams manage strategy faster, with sub-objectives, plans, tags, and better filtering.
Key Terms: Objectives, Sub-objectives, Action Plans, Tags, Plans, Filters, Portfolios, Rollup Groups
Applied To: Essential Strategy