Using Range

Get familiar with the main features of Range

What are Goals in Range?

An overview of our Goals tool and how best to use it with your team

Creating goals and OKRs (objectives and key results) — good OKRs — is an art. Getting them right takes a lot of practice, but it is that continuous effort of testing and refining that generates the reward. Measurable business impact.

Every team approaches the management of its goals, objectives, and supporting metrics a little differently. One thing we’ve found many teams do have in common is that they track their goals in solutions separate from where they manage and communicate their day-to-day work. We believe these two very important elements of work belong together, and it’s why Goals is a part of Range.

Goals is a tool used by teams to create, manage, and track the progress of goals and OKRs. It helps teams develop and better prioritize (keep top of mind) the desired outcomes guiding their work. The intent? To clarify for your team what success looks like, and to show how progress toward goals has been furthered through their day-to-day work.

Viewing an objective in Range

Whether your team prefers to track its work against OKRs, goals, KPIs, or all of the above, Goals is a flexible tool that can support the flexibility you require. Many of the teams currently using Range use Goals to:

  • Actively manage goals and OKRs
  • Manage sprints and project-based work
  • Focus and guide cross-functional teamwork
  • Connect higher-level company goals to department- and team-based work

Goals and objectives are used by leaders to build focus, foster alignment, and fuel their team’s desire to achieve something bigger. However, the chaos created by managing too many workplace tools and defaulting to a spreadsheet to manage OKRs often leads teams to focus on their daily work in the weeds and wander off the path leading to the end goal.

Goals has made a significant impact on teams because it allows them to finally manage and see their objectives as priorities on a consistent basis. Here’s what that means.

  • Range allows you to connect all your work to goals — All of the work your team completes in other tools can (after connecting integrations) be brought into Range with Check-ins. By adding a goal's #tag to a Check-in snippet, your team is able to connect work from each day to long-term OKRs.
  • Goals builds the practice of regularly reviewing OKRs — Not only will Range prompt goal owners for weekly status updates, you can also easily make reviewing goals a regular part of your team’s meetings. Our Meetings tool will create for you an up-to-date table of your team’s goals, the owners, and status reports, ultimately increasing the frequency with which you review progress.
  • Goals promotes transparency and accountability — OKRs don’t have to be forgotten or live in a silo. Goals will help your team see how their work contributes to the big picture, understand who owns and contributes to what, and track collective progress across distributed teams.
  • Goals provides a historical timeline of progress — On each goal and sub-objective page, your team will find a timeline tracking its progress toward success. This includes changes in status (on-track, at risk, behind), status updates, and links to recent work contributed by individual team members.

Our Goals tool can be even more powerful than it is flexible. It’s all in how you use it. To get started, here’s what you need to know.

Viewing organization of Objectives in Range

In Range, goals are organized in a tree. You can define goals and objectives at the top level, or add them under an existing goal (sub-objectives). This enables larger companies to represent their existing complex goal structures in Range: team-level goals rolling up to area-level goals or objectives, all the way up to top-level company goals, and anything in-between. There are even individual goals for those team members who have either professional or personal work they’re tracking.

For smaller companies, it’s often sufficient to start with one set of top-level, company-wide objectives. You can optionally associate goals and objectives with a particular team if one is primarily responsible for doing the work, and with an owner, if someone is responsible for making sure the goal is moving forward and providing status updates for it.

As you grow, you may begin to add child or sub-objectives under each top-level goal that break down the pieces of how that higher-level goal should be achieved, and which teams are responsible for making each piece happen.

You can also use sub-objectives as a way to define key results for a goal. Goals can optionally have a metric defined as part of status updates, and you can use the metric to track progress towards a measurable goal.

To learn more about how to set up your goals in Range, check out our Getting started with Goals help article.

One of the ways Goals makes tracking and managing goals and OKRs in Range so much easier than other tools is through the use of #tags. Part of setting up a new goal in Range is creating a tag that your team members can then append to Check-in snippets (the individual tasks included in Check-ins).

Using #tags makes it easier to track progress and find information related to a particular goal or project in one place. Clicking on a tag will allow you to see all the items that you or your team have marked with the same tag and gives you easy access to them when reviewing OKRs and other workstreams.

Over time, Range uses #tags to summarize and group your work together in useful ways. #Tags improve your ability to understand the work being done by your team and helps you stay on top of progress being made. When you and your team are transparent about your progress, it allows you to be more effective and make meaningful decisions.

Tip: Tags don’t have to be connected to a goal. You can, for example, create the tag #noblefailure to track the lessons you and your team members learn through the small (and not-so-small) mistakes that happen from time to time.

With tag subscriptions, you and your team will also be able to subscribe any Slack channel or direct message to these tags to receive updates there. As our own team does, you might use this subscribe functionality to:

  • Share project updates with cross-functional stakeholders not following your team in Range
  • Better organize and communicate updates as you manage multiple workstreams
  • Create a #Gratitude Slack channel to have everyone’s #Gratitude-tagged Check-in snippets populate that channel

Sharing an update on an objective in Range

Status updates on a goal let the rest of the organization know how things are going. When updated and reviewed on a regular basis, status updates allow a team to react to new information and take actions like making additional resources available to work on the goal, changing the timeline, or de-prioritizing it altogether. This type of cadence is critical to making goals useful versus a document that teams only look at once a quarter.

Each week, Range will prompt goal owners to share an update on the status of goals. This is an opportunity for them to note high-level progress and setbacks, changes in priority, and make updates to any metrics and key results attached to the goal.

Once an update is shared, Range will distribute it to the relevant teams and teammates via daily email summaries, Slack team subscriptions, and Range’s Home feed.

Reviewing objectives in meetings with Range

Reviewing goals

Goals has been built to make it easier for you to more regularly review your team’s progress toward achieving its goals. You’ve read about a few of the locations where you can find updates, but there’s no place better than the individual page for a given goal. Here, you’ll find:

  • A complete description of the goal
  • The latest status of the goal and its key metric
  • The most recent and all previous update descriptions
  • A timeline visually depicting status changes (on-track, at risk, behind)
  • Snippet mentions and links to all work where the goal’s tag was used
  • All sub-objectives and key results

With our Goals tool, you can rest easy knowing your team is working on the right things. By connecting your team’s daily work to the goals and objectives intended to guide that work, Range ensures every team member is working with a complete picture (the same picture) and is equipped to create success.

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If you’re looking to keep learning more about Goals and how to use it, take a look at our Getting started with Objectives help article.

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