Check-ins on Mesh are a way to update the progress on your goals (objectives or key results).
They eliminate the need for conducting meetings for your manager to know about your progress/ status updates on your deliverables. All check-ins are recorded on Mesh so your manager can easily check the progress of work, whenever they want.
On Mesh, check-ins can be done in the "Edit Panel" of a Goal. You can reach there via either of the following methods:
- My Summary
- Goals Module
1. My Summary
Step 1: On the Mesh homepage, go to My Summary. The first card you will see is the Goals card, which has the top 3 goals that you can check-in to.
Step 2: Click on the goal you want to check-in. In case you are not able to find the goal among the top 3 goals, click on View All Goals. This will lead you to the My Goals tab.
Alternatively, you can also open the "Edit Goal Panel" inside the Goals module.
2. Goals module
Step 1: On the top navigation bar, hover over Performance, and select Goals from the drop down.
Step 2: You will land on the My Goals tab . Click on the goal you wish to check-in. You can also use the search option to search for a goal. Presently, only key results can be checked in on Mesh.
Step 3: Once inside the “Edit Goals Panel", you can find the option to Check-in the Goal in the Overview section.
Inside the "Edit Goals Panel", check-ins can be done via either of the following ways:
1. Using the Check-in button
Step 1: Click on the Check-in button.
Step 2: The "New checkin panel" will open. You can set the achieved value of your metric inside the box specified for Achieved value.
Step 3: Updating the status of a goal provides clear visibility to your manager as the latter would be reviewing status of multiple goals at once, and thus would like to have a quick overview of every goal. To update the status of your goal, click on the Status button.
Step 4: A dropdown will appear that contains sections that correspond to In Progress and Closure statuses. Each section will have sub-sections as follows:
- Closed & Archived
- Closed & Not archived
- Closed & Dropped
You can use this section to set status to your goal depending on the progress towards the goal.
Step 5: To add more context around your progress with the goal, or any difficulties/blockers faced towards achieving it, you can add a comment by clicking on the Add Comment option beside the Save button. If you are a manager, you can also add praise for the owner of the goal to provide positive feedback and boost morale.
Make sure to save your changes before leaving the screen. In case you wish to cancel your changes, you can always click on the Cancel button to revert your changes
2. Via the Overview section
Step 1: You can find the Progress Slider in the Overview section of the "Edit Goal Panel". Move the slider to check in your goal. You can see the corresponding numeric value of the metric displayed at the right, towards the end of the slider.
Step 2: You can also update the value in the Achieved field. The progress slider would move automatically and your goal would be checked in.
Step 3: Use the Status field to update the status of your goal while checking in.