Once you’re on the Mesh homepage, hover over “Performance” in the top navigation bar. This will open a dropdown where you need to click on the “Initiatives” option. This will open up the My Initiative homepage like below.
If you’re an employee, you’ll only see the “My Initiatives” option in the left navigation pane. Both managers and admins will be able to see both “My Initiatives” and “My Team”.
The explore tab, includes an exhaustive table of all the initiatives where you are either an owner or collaborator.
This is the part of the Explore page from where you can look at all your Initiatives, the parent Goal of the Initiatives if any, their owners and their respective due dates.
The filters present at the top of this section helps you zero in on Objectives that, for example, need your immediate attention. There 5 filters are,
- All - All the Initiatives where you’re either an owner or a collaborator
- On-going - All the Initiatives where you’re either an owner or a collaborator, that are still being worked upon and are poised to be completed by their respective due dates
- Delayed - All the Initiatives where you’re either an owner or a collaborator that are lagging and are not on course to be accomplished by their respective due dates
- Completed - All the Initiatives where you’re either an owner or a collaborator that have been completed
- Unplanned - All the Initiatives where you’re either an owner or a collaborator that do not have due dates
By hovering over any of the initiatives in the list, one can either View Details or Mark it as Complete
Serving the same purpose as Explore, the Card section also lists down all the Initiatives but it does so in a card-like format. Each card here is dedicated to an employee and lists down only those Initiatives that the said employee is an owner or collaborator on. Similar to Audit, you get the option to sort through the Initiatives for individual employees as per the aforementioned filters as well as view the parent Key Results (if any) for each one of them.
This is very helpful when, say, you’re a manager, and you wish to look at the deliverables and corresponding progress of your team members individually. As an employee, you’ll be able to see the respective cards of everyone in your team.