This article covers all the options available in the main menu, located on the left side of the screen when you login. It explains what these are and how a user can use them to perform various actions.
Dashboard: A dashboard is an interface that provides users with an at a glance view of information relevant to the person who has logged in and/or their teams.
Members (Leaders & Admins): This menu provides you an overview of all the members within your team. It also shows you their status in YakTrak. By clicking the drop down arrow, you can do the following:
Edit Team members profile
View User's profile including their coaching activity and goals
Remove their membership
Change/update their role and skillset
Teams (Leaders & Admins): This menu option gives you an overview of all the teams the user leads. The following actions can be performed here:
Edit Team Name
Update Team Leaders
Remove/Invite members from your team
View your team's' Yaktivity, team's goal and all activities in graphical format.
Goals: This menu option provides a clear view on all the goals you have set for yourself. The goal summary page provides your goal completion rates, the behaviours you have been working on from the current month to the last 12 months and above. It also lists all the different status of goal within the timeframe chosen.
Coaching & Forms: This menu lists all the coaching and development activity you have received.
Assigned Forms: Lists all the forms you have been assigned by your leader and been assigned to - Only visible if you have forms assigned to you or you have assigned a form to someone else.
Development: This menu option provides you your skills rating level - they are the developmental or skill's assessment your leader has completed with you to understand your mastery level within each category and how you have developed your core skills over a rolling period of time.
Team Focus: This menu lists not just your focus but also the team focus.These are personal focuses or team focuses that are mostly set on number related goals.
Meetings: List of all the meetings user has had with their team on the 1st tab and their leader had with them on the 2nd tab.
Reports: Different types of report – currently available 13 as default and this can be turned on and off based on the role or requirement of the clients. Reports can be exported or emailed, and you can also schedule a reporting cadence.
Resources: This is where a client can upload resources/document to support the leaders or the team members in their development journey.
