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Sections

Productivity sections

Productivity sections provide rich features that are tailored to particular use cases.

Section Description
Objectives section Track the status of longer term objectives.
Metrics section Used to collect data on various aspects of performance such as sales, revenue, customer satisfaction, and employee productivity.
Accomplishments section List key accomplishments since the last status update.
Goals section List the top priorities for the upcoming time period.

Text sections

Text sections allow the user to enter one or more text values.

Section Description
Text section Simple text entry field for text entries that can be longer than one line.
Short text section Simple text entry field for information that fits on a single line.
Problems section Problems, challenges, blockers, or impediments that you are facing.
Notes section Free form notes to handle any other content.
Highlights section List highlights for the previous time period.
Lowlights section List lowlights for the previous time period.
Topics section A list of topics to be discussed.
Asks section List things that are needed from other people
Thanks section Express thanks to other people.

Single select sections

Single select sections allow the user to pick a value from a list of choices rather than needing to type a text value. Some of the sections include pre-built choice lists or you can create you own.

Section Description
Select section Pick a value from a list of choices.
Status section Select with options that allows you to choose a status value.
Project timeline status section Pick a value to indicate the timeline status for a project.
Budget status section Select with options that provides choices for budget status.
Project scope status section Select with options that provides choices for scope status.
Project resources section Select with options that provides choices for resources status.
Color section Pick a color value to indicate status.
Priority section Pick from a choice to specify the priority of work being done.
Satisfaction section Select with options to allow the selection of opinions and attitudes of satisfaction.

Number sections

Number sections allow the user to enter a numeric value with options to control formatting, choices, etc.

Section Description
Number section Enter an unformatted number.
Currency section Enter numbers as a currency value.
Percent section Enter numbers as a percentage value.
Rating section Allows you to enter ratings like stars or hearts.
Number select section Pick a number from a choice list of values.
Pulse section Pick from a choice list for how you are feeling.

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