An item is an instance of an app in PeopleGoal. An individual goal would be an example of an item created in the Goals app. The item will be owned by specific participants as it moves through the workflow states.
Most of the time people will refer to an item by the app name (you'd create a new Goal for yourself, not a new Goal Item), but it's useful for you to know that it's called an item on the back-end - especially when it comes to creating reports.
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It's not required but it is a good idea to include your own name in the item title. It will help reinforce who the overall "owner" is as the item moves through the workflow states - like when you send this Annual Performance Review to your manager to complete their assessment, it's immediately clear that the review is about you.
If the app owner has predefined the app state participants then these participants will be prefilled, and you can see them on the workflow view at the top of the item.
If the participant hasn't been prefilled you'll need to select who the next participant is.
Note that participants all have a title! That's to make it easier to understand what their part in the workflow is. For a Goals app, the participants would be the "Goal owner" (you), and the "Goal approver" (your manager).
This item is now in its first state - well done! As the state owner, you'll need to fill out all the required fields.
Once you've submitted your item it's sent on to the next participant to complete.
Users with the appropriate app permission can create items for other account users. Head back to the App page and click New item, the same as you would when creating an item for yourself.
The selected individuals will receive a notification that an item has been created for them, and they can click straight through to complete the first state.
Note that this will create a unique item per user - every state has just one participant! This will not create a "group item" or create multiple state participants.
You can also create individual items for whole groups of users at once!
This function makes it super easy for HR to quickly kick off a review process for the whole account, or for department heads to send out a feedback survey to their own team members.
Once your items are underway you'll want to view their progress and find items that you're a participant in.
Every time an item is moved to a state where you are the participant, you'll get a notification with a direct link to the item.
But you may also want to check up on the items of your direct reports, or see all items as an app owner.
Go back to your app page and you'll see item views are grouped in folders running down the left of the app. These folders are:
Clicking on these folders will open up the item list view, and you can click the arrows to expand more details.
Click the item title to open the full item view - if you have permission to access the item in this state.
Now that you've got your apps set up and you're starting to fill the app with data, you're going to want a way to analyze and track that data. We'll take you through the reporting basics next, and you can check out the Become a Pro section for the full details of creating custom reports and charts.
PeopleGoal Support Team
Account Management & Implementation Specialists