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Witsmate 2.4.1 Release Notes
Updated over a year ago

The latest version (V 2.4.1) of Witsmate includes functional enhancements, additional options and features, UI upgrades, and performance improvements.

New features and upgrades

Advance Reports

Explore interactive dashboards with drill-through, cross-filtering, focus, & beyond:

The Advance Reports component of Witsmate's Insight feature provides a rich data visualization experience through Interactive Dashboards.

  • Users can dive deep into their OKR data with features such as drill-through, cross-filtering, focus areas, and spotlights.

  • This component goes beyond traditional reporting by offering the ability to download and interact with the data, enabling users to gain actionable insights from the OKR performance.

Advance Reports has 4 interactive dashboards and by default showcases the combined progress for the current and next periods for them:

1. Adoption of OKRs: Offers a comprehensive picture of how "your entire organization, Your Team Portfolio, or Your Primary Team" is functioning across various periods.

2. User's Overview: With many goal types being worked on simultaneously, get an overview of a user's adoption & performance across Team types & Individual OKRs easily.

3. Team Type OKRs: Easily dig down to various Team Hierarchy levels to know how a Team Portfolio or hierarchy is functioning.

4. Individual Type OKRs: Overview complete "staff across the organization" or with an option to review "Managers & direct reports across various timeframes."

Note: Use the filtering option to review reports for different timeframes from current, Future & Past trends.

Follow/Unfollow in Bulk

Effortlessly Track Teams and Users with our Follow-Unfollow: We're thrilled to unveil the new "Follow/Unfollow in Bulk" feature, designed to streamline your team & user tracking like never before. Say goodbye to manual toggling. Now, effortlessly follow or unfollow multiple teams and users with just a few clicks, all from within your user profile.

Note: The same feature is extended on the People/Teams I am following Page as well. It's time to make tracking teams and users a breeze!

Plan Objectives with Review

Customizable notifications to keep everyone connected & informed: Get Ahead in OKR Planning: Unleash the Power of "Add Objective" Feature.

  • Managers, Meetings facilitators, or Team Leads can use the "Add Objective" functionality for OKR Planning to prepare for and run OKR planning sessions with their teams.

  • Meeting participants can also refer to the agenda & utilize the comment section of the Review Board & Objective's comment section to add their inputs that can be discussed before locking the OKR for an upcoming session.

1. Draft OKR with Review Boards: To start drafting your OKRs with precision using our innovative OKR Review Boards 'Add Objective' option. Tag them as drafts and seamlessly share them with your team members. Watch as your objectives take shape.

2. KR, KPI & Task Refinement: Elevate your OKRs by adding Key Results (KRs) with metrics. Make changes, Add & Assign tasks to complete these KRs, and fine-tune your KPIs.

3. Collaborative Conversations: Spark dynamic conversations using the Comments section and @mentions. Shape your OKRs through discussions, modifications, and insightful suggestions. Keep the dialogue flowing!

4. Alignment: Ensure your OKRs harmonize with overarching organizational goals and team portfolios. Achieve synergy and maximize impact.

5. Goal Lockdown & Reviews: Seal your objectives and kickstart the review process through OKR Reviews.

Evaluate the OKRs, measure their validity, and chart your course for a triumphant quarter.

Download reports moved to the header!

Access all your Reports from the insight page: Discover download Reports conveniently located in the Insights header. The "Download Reports" component enables users to export their OKR insights in Excel format.

Note: For Team Type Report Choose a specific team to download their respective OKRs. However, if no teams are selected, the system will download OKRs for all teams.

Users without team adoptions report

Unveil Users without any team assignments: Dive deep into your organization's dynamics and pinpoint users who are yet to find their team assignments. With this report, you're equipped to bring every single contributor on board and harness their unique talents.

Task list below KRs

Your Key Results, Your Tasks - All in One View: Say goodbye to toggling between screens. Now, effortlessly find all your tasks right beneath your OKR list view.

Check task status, due dates, and assigned ownership, all within a single glance, along with the progress level, comment icon, and the three-dot option.

User Profile

Visually engaging user avatars that present crucial user information at a glance: Dive into key user details effortlessly, glean valuable information about roles, teams, primary team, and more without ever leaving the page. Foster a stronger sense of connection across your organization. Avatars make it easy to identify team members, creating a more engaging and collaborative environment.

Team Profile

Explore teams, access detailed profiles, follow teams, and manage members effortlessly: Take control of your team's composition, access & manage team profile/hierarchy, also Manage team members seamlessly ensuring the right people are in the right place at the right time. With just a click, you can follow teams that matter to you.

Weighted Objectives

Give each Key Result a weight that mirrors its importance: Weighted KR enables you to assign specific weights to different Key Results within an Objective. This reflects the varying importance of each Key Result towards the overall achievement of your Objective.

Drill with Primary Team

For "Users adoptions report" experience System Reports with primary Team Drill-down and instant Refresh Button.

UI Improvements

Private OKRs: You can make Team and individual OKRs private with restricted visibility to owners and co-owners.

Navigate KPIs with Ease: From Months to Quarters to Years! Unveil Seamless Visibility on the Enhanced KPI Board till the KPI exists with scroll.

KPI search with Tags: Search KPIs grouped under a Tag.

List View in Review: Reviewing and Adding Objectives made easy.

Rich Text Support in Alerts: Alerts are now HTML-compatible.

Group by Key Result: In the Tasks page easily view KR's with group by the key result.


If you have any further questions or suggestions, please let us know through the in-app Help & support widget.

Please click here to sign in to the Witsmate.

Thanks,
The Witsmate Team.

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