Skip to content
Operately Logo Operately Logo Operately Help Center

View your due actions

The Review page in Operately gives you a comprehensive view of everything that needs your attention. It brings together all your responsibilities in one convenient location, showing check-ins, reviews, due milestones, tasks, and KPI updates you champion.

Accessing the Review page#

  1. Look for the Review icon in the top navigation bar.
  2. Click on it to open your personalized Review page.

Understanding the Review page layout#

The Review page organizes your work by grouping items under their parent resource (Goals or Projects). This allows you to see all the work related to a specific initiative in one place.

Screenshot: Review screen with pending actions

Resource Grouping#

Each section represents a specific Goal, Project or Space that requires your attention. Next to the resource name, you’ll see a badge indicating your role:

  • CHAMPION: You are responsible for leading this work.
  • REVIEWER: You are responsible for reviewing progress and updates.

Action Items#

Under each resource, you’ll see a list of specific items that need action. These can include:

  • Check-ins: Progress updates you need to submit (e.g., weekly project check-ins, monthly goal updates).
  • Reviews: Updates from others that are waiting for your acknowledgment or feedback.
  • Retrospectives: Goal and project retrospectives waiting for your acknowledgment.
  • Milestones: Key project milestones that are due or overdue.
  • Tasks: Specific tasks assigned to you that are due or overdue.
  • KPI updates: If you are the champion of a KPI, Log update for that KPI when the current week or month does not have a value yet. See Log a KPI update.

For each item, you’ll see details like the due date and its current status (e.g., “Due today”, “1 day overdue”).

Benefits of using the Review page#

  • Comprehensive view: See check-ins, reviews, milestones, and tasks all in one place.
  • Better context: Grouping by resource helps you understand how individual tasks relate to broader goals.
  • Stay organized: Clear indicators of what needs your attention and when.
  • Maintain accountability: Regular reminders of your commitments and responsibilities.

Managing your due actions#

  • Items automatically disappear: Once you complete an action (submitting a check-in, acknowledging a review, completing a task, or logging a KPI update), the item will disappear from your list.
  • Goal is zero items: The ideal state is to have no items in your Review list, indicating you’ve addressed all your responsibilities.
  • Daily email reminders: Each morning, you’ll receive an email digest summarizing all the items currently on your Review page. If you aren’t receiving daily assignments emails, you may have to enable them: notification settings.