How do I create a business review in Peoplebox?

To add a new panel or card to a business review in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Go to the Business Reviews section
• Open the specific review
• Click on ‘Add New Panel/Card’
• Setup the card with the desired metrics, text or visuals

To create a goal with milestones in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Navigate to the Goals section
• Hit Create Goal
• Input the goal details
• Add milestones under the progress section
• Save the goal

To duplicate an existing goal in Peoplebox, follow the steps given below:

• Open your Peoplebox account
• Navigate to the Goals section
• Choose the goal to duplicate
• Hit options (three dots)
• Select ’Duplicate’
• Alter any necessary details in the duplicate version

To upload Goals/OKRs in bulk in Peoplebox, follow the steps given below:

• Open Peoplebox
• Navigate to the Goals/OKRs section
• Press on the bulk upload option
• Download the template provided
• Input the required data
• Upload the file back to Peoplebox
• Review and confirm the entries

To access your 1-on-1’s shared and private notes in Peoplebox , follow the steps given below:

• Open your Peoplebox account
• Open the 1-on-1 meeting from the dashboard.
• Navigate to the Notes section
• Now you can view both shared and private notes

Note: Shared notes are visible to both parties, while private notes are only for you