Suggestions for optimized or net new features related to the Perform module
Examples of features relevant to this page: Workspaces, Kudos, 360 Feedback, Goals, etc.
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Management Strategy Guide Template
It would be great if one of the templates available for meeting agendas were to pull directly from the management strategy guide to facilitate a conversation about ...
Timer
Actual timer and/or a place to allocate time for agenda topics. It would be great to have at minimum, a place to allocate time for each agenda item. It would be even ...
Allow PI Partners to see Client Perform Module (as we do for all other modules)
Allow PI Partners to see Client Perform Module (as we do for all other modules). I don't see how I can help them with it if I can't even see it.
Goal Templates
Templates for goals (parent and sub) that build up together and can be applied for long term usage. Ideally, with a template, this can be copied rather than ...
Slack command to write kudos
Instead of having to go to Perform to write a kudos that is then posted in a Slack channel, what if we can give kudos from within Slack directly via a command? ...
Archive Workspace
When a project to an associated workspace is completed, allow archiving of a workspace. This will allow users to reference agendas and notes in the future if ...
Ability to add new topic items while in meeting mode
Currently, you have to exit meeting mode to add a new topic. I would love to be able to add a topic without having to constantly go in and out of meeting mode.
Future Agenda Items
Being able to schedule agenda items in the future to plan steps weekly/monthly/etc as opposed to the workaround of "snoozing"
Giving Feedback
Allow users to provide anonymous feedback to another person without having to create a workspace with that person.
Give the option to send it to the manager only, ...
Tag or identify decisions that are made during meetings
Similar to creating action items, have the option to tag or flag when a decision on a topic has been made. Parse those decisions out (or flag them) for the recap ...
Under consideration
Add Project Management/Gantt chart type functionality
Add a calendar based timeline for project management/gantt chart type functionality with ability to assign tasks/chunks of project to an individual or workgroup. Can ...
Under consideration
Control Access by Module
Control User Access of PI by Module
It is not appropriate for individual contributors to see HIRE and perhaps DIAGNOSE
Also, some companies want employees to have ...
View org chart / team page
be able to view org chart / hierarchy of manager <>reports and see other team members on a team page
View Feedback and Kudos of direct reports
Be able to view all the public feedback and kudos given to your direct reports (as a manager)
Format bar suggestion
When I am typing in meeting mode I lose the format bar (bold, italics, underline, etc.) when my note extends too long making me need to scroll back up to add it new ...
Gamify adoption
Framework for internal gamification could be something like points for adding a photo, workspaces, giving kudos, setting a goal, changing your notifications, setting ...
Enhance 360 Feedback Functionality - Formal Review Process AND Custom Capability Ratings
Current 360 functionality is built for a "light" project based way to provide feedback. To make this product more competitive in the market enhancing the 360 ...
Save goals template with action items attached
Create a goal that includes a set of common tasks or sub-goals and then be able to save as a template and then copy that goal plus all of its sub tasks + goals and ...
Under consideration
Perform HRIS Interface
Need interface with systems like WorkDay for larger clients to seamlessly populate employee and manager relationships from organization chart etc.
Carry Design's Action Planner items into Perform
Design's Action Planner has specific action items assigned to an individual to improve that team based on their team dynamics and goals. These Action Planner ...
Under consideration
View Reference Profile and/or Relationship guide in Meeting mode
Would love the ability to view Reference Profile and/or Relationship guide in Meeting mode. This would allow users and managers to see the information during a ...
Hide calendar events that you've declined
We get invited to many calendar events that we end up declining and not joining. It would be great to hide these from Perform to keep us focused on the meetings that ...
Add Pronouns field
There is currently a workaround to adding your pronouns (adding to your first name), but a dedicated field for pronouns is easier on the user and promotes inclusion.
Link feedback and kudos to preset company values
I have two prospects who like NectarHR because they can give feedback with drop down menu of all their company values. In fact, you can't submit until you've aligned ...
Enhance Public Templates
Optimize the public template function to allow partners and/or clients to upload their preferred templates. So have it be one central and open space, not restricted ...
Add PI centric activities to Demo Data
Include PI centric activities in 1:1 agenda, i.e., Professional Development - review one strength/caution on PDC; Our Relationship - review one item from MDC, ...
Print-Friendly agenda setting
Some team members like to print out the meeting agenda and take physical notes. Can you please incorporate a way for this to be print-friendly?
Add Type of Feedback when requesting feedback from someone
Users may not know what type of feedback to provide when it's requested of them. It would be nice to be able to choose from a drop down or add a note re: the type of ...
Allow users to add personalized notes to the BA data colleagues see on how *they* specifically work
What? Allow users to add personalized notes to the BA modules their coworkers see that expand on their reference profiles and more specifically articulate how *they* ...
Assign a topic / action item to more than one person
It would be great if we could assign a new topic or action item to more than one person, since people often share larger action items or collaboratively work / post ...
Make all Inspire Tools available in Perform
Probably in the plan but beyond the Relationship Guide, making all Inspire reports available directly through Perform. Requiring clients to have both Perform and ...
Provide a way to turn off notifications
Allow me to turn off notifications that aren't related to me, my workspaces, or my action items. I don't need to get a notification every time someone receives kudos.
Export Wrap Up Notes to Slack Channel
Have an option to post wrap-up notes in a workspace to the assigned Slack channel. Ideally simultaneously when the email goes out to participants. Or you have the ...
Tagging Performance Analytics in Dashboard
Managers meet with direct reports for a variety of reasons. It would help to be able to tag meetings with the purpose of the meeting (i.e. onboarding, professional ...
Left hand Navigation Bar
Feature Request - Ability to adjust the size of the left hand navigation to allow for longer meeting titles to be less condensed. Also the ability to ...
Auto-populate a bulleted list upon "return"
When I begin a bulleted list I need to "shift - return" to carry it. I believe the standard formatting is just being able to hit return to carry the bullets as it ...
Ability to Star or Favorite Workspaces
Allow the user to favorite or star workplaces and add a favorites or frequently used spaces to the left side bar for easier navigating.
Turn a slack message into a meeting topic.
A very handy integration between Slack and Asana is the ability to turn a message into a task. With our PI Perform Slack app, we should be able to turn a message into ...
Done
ability to add send bulk invite to users without adding them to any other module
Under consideration
Add Perform to PI2 user administration page
Allow users to manage Perform user permissions within PI2 admin
Under consideration
Mobile App for workspaces
Create a mobile app that lets people have meetings away from the computer. Mobile app would only allow user to see/edit the workspace agenda (discussion topics and ...
Under consideration
Group Kudos should be one post in Slack, not multiple
Show as one kudos on group kudos tabs, and show as one post in slack channels. Otherwise it's too many posts and discourages use.
Under consideration
Send automatic check-in/update requests to reports
An extremely lightweight weekly survey for managers and their direct reports.
Under consideration
open attachment in a separate tab aside from Perform
currently an attachment like pdf opens in the same tab as Perform and not separately.
Under consideration
Request to see yesterday’s schedule in Peform home page
Under consideration
ability to add people with non company email domain like gmail, aol etc
it has been requested from 2 clients so far
Under consideration
Adding action items to goals for non-goal owner
Allow non-goal owners to be able to add action items to a created goal. Currently only goal owner can do so.
Under consideration
Executive Analytics Dashboard ("Manager-of-managers dashboard")
As an executive (or manager of managers), I would like the ability to see the Manager Dashboard of each of my direct reports who are also managers, so that I can ...
Under consideration