Support & Documentation
Frequently Asked Questions
Find quick answers, troubleshooting guides, and step-by-step documentation to help you seamlessly set up OKRs, navigate the Worxmate platform, and resolve common account inquiries.
Help center > Frequently Asked Questions
- How to set a Default OKR Period?
- Do I receive notifications or reminders to update key results?
- How do I update my personal information?
- How do I add/remove my Picture on Worxmate?
- How delegate access works in Worxmate?
- How to Work with OKRs as per your Associated roles?
- How can the organizational structure and roles be configured?
- Can I set a period of 10 days?
- How to change the default check-in frequency for key results?
- When you can Disable Allow OKR Authoring?
- How to Invite Other Users to join your Worxmate?
- How can I edit and delete an OKR Period?
- How can I edit, delete or archive Users?
- How can I edit, delete or archive a team?
- How to set Key Result display progress?
- Why am I not able to login to my account?
- How to Remove a User?
- Why am I unable to add or invite users?
- I am unable to create or add a team?
- How do I grant/remove Admin privileges?
- How can I add or update my organization name?
- Can I edit OKRs of other users?
- Who can edit my check-in notes?
- Who can edit my comments added on OKRs?
- Are my OKRs visible to all? How do I set my OKR visibility
- Who can add comments to my OKRs?
- What are Private Objectives?
- How to Favorite a OKR? How can i watch/un-watch an OKR?
- How can I differentiate between a Private OKR and a Public OKR?
- Can I make a private OKR to a public OKR?
- How do I reorder Objectives and Key-Results?
- How can I toggle between List and Card views?
- How to search by tag, why do we need to add Tags?
- How many teams can be assigned to a Team OKR?
- Who will receive update notifications/check-in/due date notification for jointly-owned Team OKRs?
- How do I view non-aligned objectives only?
- How do I export my OKRs?
- How can I clone or copy Objectives?
- Can I edit or delete a OKR?
- Can I edit or delete a Past check-in?
- Who is responsible for check-ins?
- How can I share my OKRs with my colleagues?
- What is Expected Progress?
- What do the colors on the progress bar mean?
- How to change the owner of an OKR?
- How do I check my OKR and their alignments ?
- What are TAGS?
- What is KPI indicating in the Key Results?
- What are Draft OKRs?
- What is Filter option? How to filter okrs by Progression?
- How to filter the OKRs by My Direct Reports in the Search and Explore tab?
- How to filter the OKRs by Users in the Search and Explore button?
- How to filter the OKRs by team in the Search and Explore Button?
- How is the status, progress of an Objective affected by KR’s Progress?
- How Can I add or edit an alignment?
- How to create a new task in Worxmate? How can I create a task from a KR?
- Can I activate an archived Task?
- Kanban Board screen froze while changing the Status of the Tasks.
- How to navigate to all the Task Archived?
- How can I view all the tasks in a project owned by different users in a project arranged or grouped by Users?
- How can I archive a Task?
- How to change the status of STEPS in the Task? Check or Tick to Complete 'Steps' of Tasks.
- Can I edit Tasks owned by other users?
- I want to Archive a Project? How to archive a Project?
- What is Group by All, Group by Users and Group by Projects?
- How to delete the Tasks that I created?
- How to associate a key result with a task? How do I add Alignment?
- Do I get a task notification in the action center?
- I want to add a new priority status to my tasks. How can I do it?
- Can I create a Task without any Due date assigned to IT?
- How can I view the status of the tasks assigned to me? How do I change the status of the Task assigned to me?
- Where can I find my tasks in Worxmate?
- How can I assign tasks to others?
- How to view tasks owned by other users? How can I view the task of my team members?
- How to reset a forgotten password?
- How can the organizational structure and roles be configured?
- How to archive old reviews?
- How to view performance trends over time?
- How to close a performance review cycle?
- How to send a nudge reminder to complete self-assessments?
- How to configure review rating scales?
- How to comment on a specific goal milestone?
- PMS Setup
- Defining & Managing Goals
- How are goals weighted in performance evaluation?
- How do I delete an assigned goal?
- How to bulk assign goals to multiple employees?
- How to Manager can comment on an employee’s specific goal?
- How to duplicate a goal for another employee or team?
- How to export performance data/reports?
- How can employees propose or suggest their own goals?
- How do I align individual goals with business objectives?
- How do I review progress and update goal status?
- How do I define goals manually for my team members?
- Ratings & Calibration
- Proficiency & Competency Management
- Can proficiency levels be customized for competencies?
- How can I create category for each Proficiency?
- How do you add or edit competencies for roles?
- Can competencies be assigned by role or department?
- How can I use AI to define competency?
- How do I edit existing competencies for my organization?
- How do I define or add new competencies in PMS?
- 1-on-1 Meetings
- JD (Job Description)
- IDP / PIP
- Accessing the Meetings Module
- Creating and Managing 1:1 Meetings
- Creating and Managing Team Meetings
- Creating and Managing Organizational Meetings
- Calendar View and List View
- Setting and Tracking Meeting Agendas
- Recording Minutes of the Meeting (MOM)
- Offering OKR and Goal Feedback
- Accessing Upcoming, Past, Cancelled, and Planned Meetings