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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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 ...
Auto-save outside of meeting mode in a workspace
The specific use case is when I am in a topic and I start typing a comment and close out without hitting "send" the text disappears and is not autosaved when I click ...
Auto-save notes during Meeting Mode
Auto save notes in Meeting Mode so that if you click out you don't lose your notes
UPDATE: Notes/comments made during Meeting Mode are now auto-saved! We have a ...
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 ...
Modern text editor
We need a modern full featured rich text editor in order to increase adoption across our teams. The comment interface is difficult to use compared to other tools. ...
Reviewed - Saved for Future Consideration
Add Design data (team map + action planner) 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 ...
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 ...
Revisit recurring topics after a meeting has concluded.
We need a way to "revisit" topics based on triggers beyond calendar days. Consider adding the ability to revisit topics after the recurring meeting has concluded. ...
Reviewed - Saved for Future Consideration
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.
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 ...
Build Rating Style 360 (Review Analytics)
Build the ability to have likert scale ratings in the 360 questions and be able to have visual reports and trend reports for a person showing their rating, their ...
Reviewed - Saved for Future Consideration
Jira integration: Include a comment that links back to the action item
When selecting an Action Item and choosing "Copy to Jira", please include a Comment in the newly created Jira Issue that contains a link back to the Action Item in ...
Reviewed - Saved for Future Consideration
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.
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 ...
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? ...
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"
View org chart / team page
be able to view org chart / hierarchy of manager <>reports and see other team members on a team page
Allow Admin to Create Workspace manually or via CSV upload
Make it so an Admin can upload a CSV of Manager and Direct reports to auto-create 1:1 workspaces upon setup. And, make it so that an admin can create workspaces for ...
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.
Kudos Templates - 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 ...
PI-suggested agenda topics or action items based on behavioral insights
Allow managers to select suggested agenda topics/talking points or action items based on the problem area at hand, and the individuals' relevant behavioral insights. ...
Giving Feedback to someone you don't have a workspace with
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, ...
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 ...
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)
PI Mirror - an idea!
Self Reflection is a massive piece in creating 'Self Awareness'. We are providing people data, but there is an opportunity to build in a reflection point. ...
Adjust description of situational factors
The behavioral insights box doesn't describe situational factors acturately - it chooses either side for all of them. They should be updated to say e.g. "Let me think ...
Reviewed - Saved for Future Consideration
Sort/organize workspaces on lefthand nav
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 ...
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 ...
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 ...
Reviewed - Saved for Future 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 ...
Reviewed - Saved for Future Consideration
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* ...
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 ...
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.
Relationship Guide Print Option in Perform.
An option to have a viewable print out for the relationship guides would be very helpful. Currently the only options to export by TXT or CSV which is just a messy ...
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 ...
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 ...
Reviewed - Saved for Future Consideration
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 ...
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 ...
Allow Public Templates to be submitted and seen across all companies
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 ...
Make topic revisit options more intuitive; base them on cadence of meeting tied to the workspace
When you try to set a schedule for revisiting a topic, the options provided are not intuitive. They are always the same: Snooze until specific date, Daily, Weekly on ...
Reviewed - Saved for Future Consideration
Action items sorted by due date in workspace
The default list view of action items in a workspace seems to be random. I tend to sort the action items by due date each time I use that section during a meeting.
Allow admins to turn on/off certain Perform features
Provide company adimistrators a way to turn on/off Perform features. Making them usable/unusable for the entire organization. This would be helpful for larger ...
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?
Create AI meeting note-taking functionality within Zoom app
A valuable way to improve collaboration within teams is to use AI to transcribe and summarize meetings, and create action items. If we can leverage PI insights to put ...
Reviewed - Saved for Future Consideration
Allow Admins to remove / delete Goals
Once an employee leaves, if they have goals they set, these goals can’t be removed. This creates confusion and clutter. Please enable a way to remove goals by Admin.
Reviewed - Saved for Future 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 ...
In Consideration - Added to Product Backlog
Allow "super admin" role to have full visibility across software
A couple of prospects have requested that certain admins / HR users have 100% visibility and access into all workspaces, goals, reviews, feedback etc across any users ...
Reviewed - Saved for Future Consideration
Delete templates
Anyone can create templates on their own, but not everyone can delete templates. This makes for a messy template area for users, filled with templates that were just ...
Migrate Kudos when Workspace in which Kudos was given is archived
I lived it: I was given Kudos in early 2024 in a workspace that has been since archived. I realized today that I can no longer see that Kudos in Perform because the ...
Reviewed - Saved for Future Consideration