An activity is an action taken in the platform. Activities are automatically created when a logged in user performs one of the following actions:

Organization

• Landmarks
  • Create
  • Edit

Training & development

• Roles
  • Assign a role to a person
  • Add a new skillset expecation
  • Change the state of a role assignment
• Responsibility
  • Create
  • Edit
  • Associate content
• Skillset
  • Add a person who masters the skillset
• Skill
  • Create
  • Edit
• Familiarity
  • Change state
• Checkin
  • Trigger a check-in

What we use

• Information type
  • Create
  • Update
  • Change state
  • Validate state

How we work

• Check-in types
  • Check-in started
•  Policy
  • Edit
  • Change state
• Checklist
  • Create a task
  • Edit a task
• Wiki page
  • Edit
• Process
  • Application of process step
• AI template
  • Create
  • Edit

Execution

• Task
  • Create
  • Comment on
  • Track progress on
• Project
  • Create

Performance

• KPI
  • Create
  • Edit
  • Create a report
• Accomplishment
  • Create

Obstacles

• Decision
  • Create
  • Edit
• Challenge
  • Create
  • Edit
• Observation
  • Create
  • Comment on
  • Identify a measure

Market

• Alternative
  • Create
  • Edit

Other

• Flag
  • Create
• AI
  • Delegate a task to AI

In the context of the organization, a team and a persons, you can find a visualization of the activity.

The activities are grouped into three categories:

• Executing: Displays activities related to tasks
• Documenting: Displays activities related to insight locations, documentation, checklists, skills, roles and responsibilities
• Improving: Displays activities related to observations, surveys and familiarity development

The charts display the activity count for the last 5 weeks. Point to the chart to see the exact week number and activity count for a given week.

On the organization and team dashboard, the charts include a list of activity contributors in the upper, right corner, sorted in descending order by activity count. Point to a user to see the exact activity count for the entire period.

How to use the charts

The purpose of grouping activity by executing, documenting and improving is to better expose how a team or a persons contributions is divided among short-term and long-term work. This can then be used as the basis for reflection and discussion during a team status meeting or a performance review.

The general expectation is that, once a team or person matures, activity is expected to shift more from the left (more operational activity) to the right (more strategic activity).

It's helpful to understand and be sensitive to different peopls proclivities towards either execution or facilitation (documenting and improving) when having this discussion, all the while calibrating expectations towards the relevant responsibilties and seniority/maturity.

You can easily discover to which extent, where and by whom there is activity within the platform.

Here are some of the ways in which to monitor activity:

Organizational activity

Click the "Organization" navigation item in the top menu and scroll down to the Activity section in the left column.

Here you will find the following reports:

• Development: All familiarization activity within a given time period.
• Contributions: All write activity within a given time period.
• Views: All view activity
• Instantiations: All instantiation activity within a given time period.
• Activity: All write activity within a given day

In addition to these purpose-built activity reports, you also have the "Recent activity" report in the top of the left column summarizing activity within the current week.

Team activity

Navigate to a specific team to see:

• The Activity is focused on charts for the team
• The 10 most recent activities across the team

Project activity

Navigate to a specific project to see:

• The 10 most recent activities across the project

Personal activity

Overall activity

Navigate to Organization > People or Focus > Priorities My team to see the activity indicator for each individual person, or all the people within your team.

The activity indicator has the following different colors:

• Over 10.000 activities: Purple
• Over 1.000 activities: Green
• Over 100 activities: Yellow
• Under 100 activities: Red

The amount of upward pointing markeds depend on the activity count:

• Over 50x: 3 markers
• Over 25x: 2 markers
• Under 25x: 1 marker

Activity details

Navigate to a specific person's profile page to see:

• The Activity is focused on charts for the person
• If you are an admin
  • The 10 most recent activities across the organization