Finding your way in OGSM.online

Welcome to OGSM.online. This article gives you a quick tour of how the platform is organised so you can find your way fast. For each section we point you to the article with the details.

The main menu

Everything starts with the main menu on the left of the screen. From here you go to your personal overview, your teams and the other parts of the platform. Exactly which items you see depends on your role and your organisation’s subscription.

Read the article: Main menu.

My overview

My overview is your personal home page. On a single screen you see your open actions, the sessions you still need to report for, and the latest updates from the OGSMs you are involved in. Start here when you log in and want to know what is expected of you.

Read the article: My overview.

Do you have many teams or OGSMs? Use Search to open one directly. Click Search in the main menu or press the j key to open the search window. The j key works on every screen in OGSM.online.

Read the article: Search.

Teams

The work in OGSM.online is organised by team. A team has one or more OGSMs and optionally other tools, such as a brainstorm board or a quickscan.

  • The My teams page shows all teams you have access to. From here you pin teams to the main menu.
  • The team dashboard shows the OGSMs, the progress, the upcoming sessions and the members of one specific team.

From the team you go via the Quick links block on the team dashboard or via the main menu directly to:

  • The OGSM with the objective, goals, strategies, KPIs and actions.
  • The actions of the team, in columns, timeline, list or impact/effort matrix.
  • The reports for the upcoming action and strategy review sessions and the full report across all items.

Read the articles: My teams: overview of teams, Team dashboard, OGSM overview, Actions and OGSM report.

Overviews

Under Overviews you look across teams at your OGSM items. Useful to spot patterns, find bottlenecks or quickly filter to a specific item. Among other things, you can view all objectives, goals, strategies, KPIs and actions of the teams you have access to.

The Objectives, Goals, Strategies and KPIs sections are only available on the Pro subscription.

AI assistant

The AI assistant is your virtual OGSM advisor. Ask questions about your OGSM, request feedback or let the assistant propose actions and strategies. The assistant has access to the same OGSMs as you do.

The AI assistant is only available if the main administrator has approved its use.

Read the article: AI assistant.

Need help?

The question mark at the bottom right always brings up relevant help articles. You can also ask a question to the AI helpdesk or to the Toolsfactory helpdesk here.

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