Creating Context-Aware O&Os and To-dos

A context-aware O&O or To-do is one you create straight from another item in your meeting, such as a KPI that's off track or a Headline that needs a follow-up. Instead of a blank form, the new item opens with a link back to where it came from and the details your team needs, so nobody has to retype the context.

Note: Your organization may use different names. For example, O&Os may appear as Issues, KPIs as Metrics, and Quarterly Priorities as Goals or Rocks. Buttons and labels in Bloom Growth use your organization's terms.

What carries over

• A From banner at the top of the form names the item it came from, such as From KPI: Weekly sales calls.
• The new item's details start with the original item's notes and who owns it.
• When you start from a KPI, the details also include its goal and recent results.

Create a context-aware O&O

1. Find the item your team needs to discuss: a KPI, Quarterly Priority, Headline or To-do.
2. Click the O&O icon on the item's row. Hover over it to check: it shows Create context-aware O&O. For a KPI, open the ⋮ menu next to it and select Create context-aware O&O instead.
3. The form opens with the From banner and the details filled in. Make any changes you need.
4. Click Save.

Create a context-aware To-do

1. Find the item that needs a follow-up: a KPI, Quarterly Priority, Headline or O&O.
2. Click the To-do icon (a checkbox) on the item's row. Hover over it to check: it shows Create context-aware To-do. For a KPI, open the ⋮ menu next to it and select Create context-aware To-do instead.
3. The form opens with the From banner and the details filled in. Make any changes you need.
4. Click Save.

From an item you've opened

When you open a KPI, Quarterly Priority, Headline, To-do or O&O, its header shows the same O&O and To-do icons, next to View. If the panel is narrow, you'll find them in the ⋮ menu instead.

Turn an O&O into a Quarterly Priority

In a quarterly or annual session, an O&O can become a Quarterly Priority. On the O&O's row, click the Quarterly Priority icon (Create Quarterly Priority from this O&O). The New Quarterly Priority form opens with the O&O's notes and when it was raised. To finish the form, see How to Create a Quarterly Priority and Add Milestones.

Where you can create them