Enabling browser notifications

screenKeywords:
m CHARMA I Reminds you to prepare for your 1:1 meetings one hour before the meeting
e
O 1:1 reminder one day in advance
Q Search Reminds you to prepare for your 1:1 meetings one day before the meeting
10 days left O Group meeting reminder one hour in advance
Reminds you to prepare for your group meetings one hour before the meeting
© Home O Group meeting reminder one day in advance
©y @i Reminds you to prepare for your group meetings one day before the meeting
@ Goals
SR Browser Notifications
L Notifications
Customize your browser notifications settings
€3 Settings
Task Notifications
Invite Teammates £ Notifies you when new action items or discussion topics are assigned to you, and when action items are past due
Comment Notifications
StarrealNOTkepaces Receive updates when someone adds a new comment or @mentions you in a comment
Q Jon D Feedback and Kudos Notifications
Notifies you when you receive feedback and kudos
AllHands @B’ 1:1 reminder one hour in advance
Reminds you to prepare for your 1:1 meetings one hour before the meeting
UL O 1:1 reminder one day in advance
. Reminds you to prepare for your 1:1 meetings one day before the meeting
. You (Private)
Group meeting reminder one hour in advance
@ Amanda L Reminds you to prepare for your group meetings one hour before the meeting
(not invited yet)
O Group meeting reminder one day in advance
@ Jane A Reminds you to prepare for your group meetings one day before the meeting
(Invite pending)
Disable Browser Notifications
( ®Add 1:1 Workspace )
|Reminds you to prepare for your 1:1 meetings one hour before the meeting
£iCHARMA I
O 1:1 reminder one day in advance
Q Search Reminds you to prepare for your 1:1 meetings one day before the meeting
10 days left O Group meeting reminder one hour in advance
Reminds you to prepare for your group meetings one hour before the meeting
© Home O Group meeting reminder one day in advance
©y @i Reminds you to prepare for your group meetings one day before the meeting
@ Goals
SR Browser Notifications
L Notifications
Enable Browser Notifications
€3 Settings
Invite Teammates & .
°
- Wi e
®
Starred Workspaces
Google Chat Microsoft Teams Slack
Jon D
Q Receive notifications directly in Google Chat Receive notifications directly in Teams Receive notifications and analyze conversations
directly in Slack
All Hands [1A)0) Y
Communication Communication Communication
1:1 Workspaces
O You (Private) .
Do not disturb
@ Amanda L
(not invited yet) Do not send me ANY notifications on the following days:
@JaneA M T W T F S S
(Invite pending)
( ®Add 1:1 Workspace ) l


Moving to another workspace

appName: Charma

appCategory: Business

appTagline: People management software

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

hotspotType: Hover

hotspotType: Scroll Vertically

screenElements: Select Tooltip

pageType: Application Application Application Application Application Application Application Application

allAppCategories: Communication Productivity Business

screenKeywords:
m CFEHADRA & e e (U2 Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
© Success X
al
1
, Today's Schedule ©
11 days left Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
o . No meetings scheduled today
@ Goals Your Action ltems @ Add Item
Al Toolkit ,
Upcoming
L Notifications N o ] .
() Compiling meeting discussion ) Weekly Sync
@ Settings SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
— (©) Arranging team discussion ) Weekly Sync
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
(©) Arranging team discussion ) You (Private)
1:1 Workspaces
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
’ You (Private) (©) Compiling meeting discussion o0 (D You (Private)
@ e A SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
(Loyielcenaing) (©) Creating Week 1 Action ltems o o0 (7 Oct 30 Weekly Sync
Q Jon D
® Add 1:1 Workspace
Group Workspaces N i
campaigns.csv
All Hands [ )p)a)
() Creating Week 1 Action ltems o o0 () Oct 30 You (Private)
Weekly Sync ”
campaigns.csv
|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
. Today's Schedule ©
[ 11 days left :
Your Action Items ® Add Item October 23rd
©f Home .
Upcoming
&> Coachin
¢ () Compiling meeting discussion ) Weekly Sync
No meetings scheduled toda
@ Goals SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS 9 Y
Al Toolkit (©) Arranging team discussion e Weekly Sync
Q Notifications SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
(©) Arranging team discussion ) You (Private)
€3 Settings
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
(& Compiling meeting discussion N ®) You (Private)
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
1:1 Workspaces () Creating Week 1 Action Items o oo (D Oct 30 Weekly Sync
’ You (Private)
@ Jane A
(Invite pending)
Q Jon D N .
campaigns.csv
® Add 1:1 Workspace () Creating Week 1 Action ltems o w0 (O Oct30 You (Private)
Group Workspaces campaigns.csv
All Hands [ )p)a)
Weekly Sync ”
|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
, Today's Schedule <
11 days left | Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
o . No meetings scheduled today
@ Goals Your Action ltems ® Add Item
Al Toolkit ,
Upcoming
L Notifications ) ) ] . )
(©) Arranging team discussion ) You (Private)
@ Settings SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
— () Compiling meeting discussion o0 () You (Private)
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
1:1 Workspaces © Cre Appep: ocT 23, 2023 = O Oct30 You (Private)
» BY:JANE SMITH
You (Privat:
@ Jane A @ Attach file
(Invite pending)
<% Create recurring item
Q JonD
() Move/copy to another workspace
@
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7 Move to top
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[l Delete item
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|Move To Another Workspace X
Choose the workspace you would like to move this item to.
Workspaces

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You (Private)

All Hands

Jane A

Jon D

Weekly Sync
|Move To Another Workspace X
Choose the workspace you would like to move this item to.
Workspaces
Weekly Sync v
Select this option to copy
O Make acopy @ this item to multiple
workspaces
|Move To Another Workspace X
Choose the workspace you would like to move this item to.
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O Make acopy @
|Move To Another Workspace X
Choose the workspace you would like to move this item to.
Workspaces
Weekly Sync (X) O\
Make a copy @
|Move To Another Workspace X
Choose the workspace you would like to move this item to.
Workspaces

Weekly Sync v
O Make acopy @


Editing manager assistant settings

hotspotType: Keyboard Input

screenPatterns:
Settings & Preferences
Edit

screenPatterns:
Error
Settings & Preferences
Edit

screenKeywords:
£ CHARMA I
’» JonD <>Jane S @ O

Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History

11 days left

Feedback & Kudos 53 Customize Request Feedback Give Feedback & Kudos v

©f Home

&> Coaching

@ Goals No one has given kudos yet

Al Toolkit Start things out by giving Jon a Kudos!

L Notifications (2] ©Give Kudos

€3 Settings

o =

1:1 Workspaces

o Q @2

@ Jane A

(Invite pending)
Q Jon D
® Add 1:1 Workspace

Group Workspaces

All Hands (1A)D) ]

Weekly Sync ’
|[iCf-lADNMA < < Assistants @ Learn More
© Success! X
el |
vianager Assistant Settings
&> Coaching
The manager assistant helps you and your team stay in sync. The settings below will be set for your whole company.
@ Goals
Al Toolkit
Bi-directional Feedback Prompt () On
L Notifications
@& Settings Prompts your teammates to exchange bi-directional feedback with you.
— v Edit settings
How often do you want to be prompted to give feedback?
Starred Workspaces
Every 2 Week(s)
@ Jon D
i ?
All Hands @D’ How long can a teammate go without feedback from you?
2 Month(s)
1:1 Workspaces
| You have 2 teammates. That means you’ll be prompted to give 1 teammates feedback each week.
Q You (Private)
@ Amanda L il
(not invited yet)
Jane D
Q Give Kudos Prompt () On
® Add 1:1 Workspace
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Group Workspaces
Weekly Sync 0
|[ir-ADRA I« < Assistants ® Learn More
© Success! X
al |
vianager Assistant Settings
11 days left The manager assistant helps you and your team stay in sync. The settings below will be set for your whole company.
© Home
&> Coaching Bi-directional Feedback Prompt Off
@ Goals R .
Prompts your teammates to exchange bi-directional feedback with you.

Al Toolkit
£ Notifications (2]
i3 Settings .

9 Give Kudos Prompt o On
In-app prompts your team to give each other kudos.
’ You (Private)
@ Jane A

(Invite pending)
Q Jon D
® Add 1:1 Workspace

Group Workspaces
All Hands (1A)D) ]
Weekly Sync Q
|E1ICHARMA < < Assistants ® Learn More
Q. Search . .
Manager Assistant Settings
11 days left The manager assistant helps you and your team stay in sync. The settings below will be set for your whole company.
© Home
© Coaching Bi-directional Feedback Prompt o On
@ Goals R .
Prompts your teammates to exchange bi-directional feedback with you.
Al Toolkit
£ Notifications (2]
€3 Settings .
Give Kudos Prompt o On
|
In-app prompts your team to give each other kudos.
’ You (Private)
@ Jane A
(Invite pending)
Q Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands (1A)D) ]
Weekly Sync Q
|L1CHARMA
Ooops something went wrong!
Looks like we hit a snag. Your experience is what matters most, so a fix is top
priority. We're on it.
In case you don’t know, you can always contact support@charma.com.
|E1ICHARMA [« < Assistants ® Learn More
©f Home
Manager Assistant Settings
&> Coaching
The manager assistant helps you and your team stay in sync. The settings below will be set for your whole company.
@ Goals
Al Toolkit
Bi-directional Feedback Prompt () On
L Notifications
@& Settings Prompts your teammates to exchange bi-directional feedback with you.
— v Edit settings
How often do you want to be prompted to give feedback?
Starred Workspaces
Every 2 Week(s)
Q Jon D
How long can a teammate go without feedback from you?
All Hands (10)D) ]
2 Month(s)
1:1 Workspaces
| You have 2 teammates. That means you’ll be prompted to give 1 teammates feedback each week.
’ You (Private)
Amanda L Cancel
@ (not invited yet)
Jane D
Q Give Kudos Prompt () On
® Add 1:1 Workspace
In-app prompts your team to give each other kudos.
Group Workspaces
Weekly Sync ”
|E1ICHARMA < < Assistants ® Learn More
Q. Search . .
Manager Assistant Settings
11 days left The manager assistant helps you and your team stay in sync. The settings below will be set for your whole company.
© Home
&> Coaching Bi-directional Feedback Prompt Off
@ Goals R .
Prompts your teammates to exchange bi-directional feedback with you.
Al Toolkit
£ Notifications (2]
€3 Settings .
Give Kudos Prompt o On
|
In-app prompts your team to give each other kudos.
’ You (Private)
@ Jane A
(Invite pending)
Q Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands (1A)D) ]
Weekly Sync ’
|E1ICHARMA [« < Assistants ® Learn More
©f Home
Manager Assistant Settings
&> Coaching
The manager assistant helps you and your team stay in sync. The settings below will be set for your whole company.
@ Goals
Al Toolkit
Bi-directional Feedback Prompt () On
L Notifications
@& Settings Prompts your teammates to exchange bi-directional feedback with you.
— v Edit settings
How often do you want to be prompted to give feedback?
Starred Workspaces
Every 2 Week(s)
Q Jon D
How long can a teammate go without feedback from you?
All Hands (10)D) ]
1 Month(s)
1:1 Workspaces
| You have 2 teammates. That means you’ll be prompted to give 1 teammates feedback each week.
Q You (Private)
Amanda L il
@ (not invited yet)
Jane D
Q Give Kudos Prompt () On
® Add 1:1 Workspace
In-app prompts your team to give each other kudos.
Group Workspaces
Weekly Sync Q


Exporting goals

pageType: Application Application Application Application

screenKeywords:
Export Goals X
Export goals to a .txt to quickly share progress reports.
What goals would you like to export?
@ Al open goals
(O All open goals and complete goals within a time frame
(O) Complete goals within a time frame
Cancel
|ﬂ CHARMA I Goals Create Goal 000
Q_ Search [3» Export Goals
Q Search Goals Owner v RSO LNENAN Status v Department v (L ey = |
11 days left
Open Goals x

©f Home
(0N Coaching Goal Name Due “ Owner Status Progress
©]
@ Goals @ Improving feedback loop &) Oct27,2023 ’ Jane S ® No Status — o000
Al Toolkit
Q NeEhns a Improving leadership skills < 2 &) Oct27,2023 @ JonD ® On Track « o000

Settings
@ . 9 Developing Emotional Intelligence &) Oct27,2023 @ JonD ® No Status o000

Invite Teammates &

9 Building a Strong Network &) Oct27,2023 @ JonD ® No Status o000

1:1 Workspaces
’ You (Private)
@ Jane A

(Invite pending)
Q Jon D

® Add 1:1 Workspace
Group Workspaces
All Hands (1A)D) ]
Weekly Sync ,
|Export Goals X
Export goals to a .txt to quickly share progress reports.
What goals would you like to export?
(O All open goals
(O All open goals and complete goals within a time frame
(O) Complete goals within a time frame
Cancel
|ﬂ CHARMA I Goals Create Goal 000
Q_ Search
Q Search Goals Owner v RSO LNENAN Status v Department v L =
11 days left
Open Goals x
©f Home
(0N Coaching Goal Name Due “ Owner Status Progress
©]
@ Goals @ Improving feedback loop &) Oct27,2023 ’ Jane S ® No Status — o000
Al Toolkit
Q NeEhns a Improving leadership skills < 2 &) Oct27,2023 @ JonD ® On Track « o000
Settings
@ . 9 Developing Emotional Intelligence &) Oct27,2023 @ JonD ® No Status o000
Invite Teammates &
9 Building a Strong Network &) Oct27,2023 @ JonD ® No Status o000
1:1 Workspaces
’ You (Private)
@ Jane A
(Invite pending)
Q Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands (1A)D) ]
Weekly Sync ’


Updating goal progress

screenElements:
Progress Indicator
Text Field

pageType: Application Application Application Application Application

screenKeywords:
000 'fD X
& Improving feedback loop v Mark as complete
Description Details
The current feedback loop is not sustainable.
Status ® No Status v
Goal Progress
Due {£) Oct 26, 2023 v
70 / 589%  Update progress S
D Owner Q Jane S
28 100
Next Check-in & Oct 24,2023
Sub-Goals
Workspace &2 You (Private)
There are no sub-goals here yet.
Department Potato
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Parent Goal
Action Items . . .
< Improving leadership skills % 2
Action ltems Due Date Owner °
(©) Creating Week 1 Action ltems o o0 (1 Oct 30 Q Jane Smith Unlink
campaigns.csv
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
|000 'fD X
& Improving feedback loop v/ Mark as complete
Description Details
The current feedback loop is not sustainable.
Status ® No Status v
Goal Progress
Due £ Oct 26, 2023 v
28 / 0% Update progress S
® Owner ’ Jane S
28 100
Next Check-in & Oct 24,2023
Sub-Goals
Workspace &2 You (Private)
There are no sub-goals here yet.
Department Potato
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Parent Goal
Action Items . . .
< Improving leadership skills % 2
Action ltems Due Date Owner °
(©) Creating Week 1 Action ltems o o0 (1 Oct 30 ’ Jane Smith Unlink
campaigns.csv
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
|000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
On your way to become the potato leader you deserve to be
Status ® No Status v~
Sub-Goals
Due £ Oct 27,2023 v
Goal Progress
0,
0% Owner @ JonD v
[ ) 0 of 2 complete
@/ Improving feedback loop ’ ® No Status xR Next Check-in & Oct 30,2023
& Building a Strong Network @ ® No Status xR Workspace 8 Jon D
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Department
Action Items
There are no action items here yet.
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
’ Add a comment...
|000 'fD X
& Improving feedback loop v/ Mark as complete
Description Details
The current feedback loop is not sustainable.
Status ® No Status v
Goal Progress
Due {£) Oct 26, 2023 v
28 Cancel
Owner Jane S
- @
28 100
Next Check-in & Oct 24,2023
Sub-Goals
Workspace &2 You (Private)
There are no sub-goals here yet. Department Potato
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions ParentiGoal
Action Items < Improving leadership skills % 2
Action ltems Due Date Owner °
(©) Creating Week 1 Action ltems o w0 () Oct30 ’ Jane Smith Unlink
campaigns.csv
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
|000 'fD X
& Improving feedback loop v/ Mark as complete
Description Details
The current feedback loop is not sustainable.
Status ® No Status v
Goal Progress
Due {£) Oct 26, 2023 v
70 Cancel
Owner Jane S
- @
28 100
Next Check-in & Oct 24,2023
Sub-Goals
Workspace &2 You (Private)
There are no sub-goals here yet. Department Potato
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions ParentiGoal
Action Items < Improving leadership skills % 2
Action ltems Due Date Owner °
(©) Creating Week 1 Action ltems o w0 () Oct30 ’ Jane Smith Unlink
campaigns.csv
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.


Upgrade plan

screenPatterns:
Subscription & Paywall
Pricing

screenPatterns:
Subscription & Paywall
Pricing
Billing
Payment Method

screenKeywords:
Build Your Plan x
subscription or the number of users on the account changes. The
actual amount for the next invoice might be different if there is a
credit on the account.

Payment Details
Card number
By clicking the ‘Buy Now" button, you authorize Charma to charge
your credit card the amount listed above.
Have questions or want to discuss a custom plan for your organization?
Visit our Billing FAQ or Contact us.
Loved by high performing teams & managers
|Build Your Plan x
Your Plan
Charma plans are based on number of users, then you can
customize it based on the features that work for your team.
Choose plan
O Basic © Startup
Choose billing cycle
O Paid Monthly © Paid Annually
Coaching Add-ons @ price / user / month
O Goals $4.00
() 360 Reviews $4.00
I Save 25% when you add both Goals and Reviews!
Learn more about Goals or 360 Reviews View all plans & Pricing
Your Cost
Monthly Cost Users
$800 per user 3
That's $24.00 per month and $288.00 per year
Billed now
$288.00
|[« .
LiCHARMA Admin Console
Q_ Search
Members  Billing Analytics
10 days left
Your Plan
©f Home
@ Free Trial of Growth Plan
&> Coaching
You have 10 days remaining in your free trial. Your free trial includes access to all our premium add-ons.
@ Goals
Al Toolkit Add-Ons Price
e Goals  Trial 0
L Notifications . = S
e Reviews  Trial
€3 Settings
Learn more about plans and pricing
Upgrade Plan
Starred Workspaces
Q JonD Have questions? Visit our Billing FAQ or Contact us.
All Hands (1A)D) ]
1:1 Workspaces
’ You (Private)
@ Amanda L
(not invited yet)
@ Jane A
(Invite pending)
( ®Add 1:1 Workspace ) l
|Build Your Plan x
Your Cost
Monthly Cost Users
$800 per user 3
That's $24.00 per month and $288.00 per year
Billed now
$288.00
View detailed breakdown
You will be billed $288.00 yearly unless you cancel your
subscription or the number of users on the account changes. The
actual amount for the next invoice might be different if there is a
credit on the account.
Payment Details
Card number
By clicking the ‘Buy Now" button, you authorize Charma to charge
your credit card the amount listed above.
Have questions or want to discuss a custom plan for your organization?
Visit our Billing FAQ or Contact us.


Editing notification settings

screenPatterns:
Settings & Preferences
Settings & Preferences

screenKeywords:
Reminds you to prepare for your 1:1 meetings one hour before the meeting
£iCHARMA I
O 1:1 reminder one day in advance
Q Search Reminds you to prepare for your 1:1 meetings one day before the meeting
10 days left O Group meeting reminder one hour in advance
Reminds you to prepare for your group meetings one hour before the meeting
© Home O Group meeting reminder one day in advance
©y @i Reminds you to prepare for your group meetings one day before the meeting
@ Goals
SR Browser Notifications
L Notifications
Enable Browser Notifications
€3 Settings
Invite Teammates & .
°
- Wi e
®
Starred Workspaces
Google Chat Microsoft Teams Slack
Jon D
Q Receive notifications directly in Google Chat Receive notifications directly in Teams Receive notifications and analyze conversations
directly in Slack
All Hands (1A)D) ]
Communication Communication Communication
1:1 Workspaces
O You (Private) .
Do not disturb
@ Amanda L
(not invited yet) Do not send me ANY notifications on the following days:
@ et v @@ T Fisis
(Invite pending)
( ®Add 1:1 Workspace ) l
|[« 8
£1CHARMA et
Q_ Search
Profile  Notifications Integrations  Admin Console
10 days left
Email Notifications
©f Home
Customize your email settings
&> Coaching
@ Goals Task Notifications
Notifies you when new action items or discussion topics are assigned to you, when action items you assigned are completed, and when action items are
Al Toolkit past due
L Notifications Comment Notifications
Receive updates when someone adds a new comment or @mentions you in a comment
€3 Settings
O Daily Digest Email
Invite Teammates # Sends a Daily Digest email at 5 PM of new and recently completed topics, comments and action items
Your Day Ahead Email
ST W s Sends a Your Day Ahead email at 9 AM of action items due today and 1:1s today
Q Jon D Weekly Digest
Sends a weekly summary on Friday at 4 PM of new and recently completed topics, comments and action items
AllHands @B’ O 1:1 reminder one hour in advance
Reminds you to prepare for your 1:1 meetings one hour before the meeting
1:1 Workspaces O 1:1 reminder one day in advance
Reminds you to prepare for your 1:1 meetings one day before the meeting
. You (Private)
O Group meeting reminder one hour in advance
@ Amanda L Reminds you to prepare for your group meetings one hour before the meeting
(not invited yet)
O Group meeting reminder one day in advance
@ Jane A Reminds you to prepare for your group meetings one day before the meeting
(Invite pending)
( ®Add 1:1 Workspace ) I
|[« 8
£1CHARMA et
Q_ Search
Profile  Notifications Integrations  Admin Console
10 days left
Email Notifications
©f Home
Customize your email settings
&> Coaching
@ Goals Task Notifications
Notifies you when new action items or discussion topics are assigned to you, when action items you assigned are completed, and when action items are
Al Toolkit past due
L Notifications Comment Notifications
Receive updates when someone adds a new comment or @mentions you in a comment
€3 Settings
O Daily Digest Email
Invite Teammates # Sends a Daily Digest email at 5 PM of new and recently completed topics, comments and action items
Your Day Ahead Email
ST W s Sends a Your Day Ahead email at 9 AM of action items due today and 1:1s today
Q Jon D Weekly Digest
Sends a weekly summary on Friday at 4 PM of new and recently completed topics, comments and action items
AllHands @B’ 1:1 reminder one hour in advance
Reminds you to prepare for your 1:1 meetings one hour before the meeting
1:1 Workspaces O 1:1 reminder one day in advance
Reminds you to prepare for your 1:1 meetings one day before the meeting
. You (Private)
O Group meeting reminder one hour in advance
@ Amanda L Reminds you to prepare for your group meetings one hour before the meeting
(not invited yet)
O Group meeting reminder one day in advance
@ Jane A Reminds you to prepare for your group meetings one day before the meeting
(Invite pending)
( ®Add 1:1 Workspace ) I
|Reminds you to prepare for your 1:1 meetings one hour before the meeting
£iCHARMA I
O 1:1 reminder one day in advance
Q Search Reminds you to prepare for your 1:1 meetings one day before the meeting
10 days left O Group meeting reminder one hour in advance
Reminds you to prepare for your group meetings one hour before the meeting
© Home O Group meeting reminder one day in advance
©y @i Reminds you to prepare for your group meetings one day before the meeting
@ Goals
SR Browser Notifications
L Notifications
Enable Browser Notifications
€3 Settings
Invite Teammates & .
°
- Wi e
®
Starred Workspaces
Google Chat Microsoft Teams Slack
Jon D
Q Receive notifications directly in Google Chat Receive notifications directly in Teams Receive notifications and analyze conversations
directly in Slack
All Hands [1A)0) Y
Communication Communication Communication
1:1 Workspaces
O You (Private) .
Do not disturb
@ Amanda L
(not invited yet) Do not send me ANY notifications on the following days:
@JaneA M T W T F S S
(Invite pending)
( ®Add 1:1 Workspace ) l


Giving kudos (guided)

screenElements:
Dialog
Avatar
Text Field

screenElements:
Search Bar
Dialog
Avatar
Text Field

screenPatterns:
Audio Player
Add & Create

pageType: Application Application Application Application Application Application Application Application Application Application

screenKeywords:
. X
Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.
» 0:00 D)
Good job on the new design Jane! Looking forward to seeing the full implementation!
Choose gif
o
REAELY PROUD OF
YOURSELF
Public or Private?
@ Public (visible to everyone in the organization)
You can also share this kudos on Slack or Microsoft Teams
5% Share on Slack i Share on Teams
(O Keep private between the two of you
|. X
Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.
> 0:00 )
Good job on the new design Jane! Looking forward to seeing the full implementation!
Choose gif
o
I'THINK YOU
SHOULD BE
Public or Private?
(O Public (visible to everyone in the organization)
(O Keep private between the two of you
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pagePatterns:
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pageType: Marketing

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pagePatterns:
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pagePatterns:
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screenElements:
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screenPatterns: Feedback Select

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|Q Share your feedback with Jon
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|Q Share your feedback with Jon
Sit tight, FeedbackAl is loading... this can take up to 30 seconds
This tool is powered by GPT-3, from OpenAl. To give feedback, contact support.


Adding a question (GIF selection)

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Deleting account

screenPatterns:
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screenPatterns:
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Exporting recent activity

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reports

Would you like to export as csv or txt?
& October 2023 November 2023 —
Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7 1 2 3 4
8 9 10 11 12 13 14 5 6 7 8 9 10 11
15 16 17 18 19 20 21 12 13 14 15 16 17 18
22 23 24 25 26 27 28 19 20 21 22 23 24 25
29 30 31 26 27 28 29 30

‘ © Choose specific timerange ’

Start Date —> End Date
|Export Recent Activity X

Export recent activity to a .csv or .txt to quickly share progress

reports

Would you like to export as csv or txt?
& October 2023 November 2023 —
Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7 1 2 3 4
8 9 10 11 12 13 14 5 6 7 8 9 10 11
15 16 17 18 19 20 12 13 14 15 16 17 18
22 |23 24 25 26 27 28 19 20 21 22 23 24 25
29 30 31 26 27 28 29 30

©) Choose specific timerange

10/21/2023 — End Date
|Export Recent Activity X

Export recent activity to a .csv or .txt to quickly share progress

reports

Would you like to export as csv or txt?
& October 2023 November 2023 —
Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa
1 2 3 4 5 6 7 1 2 3 4
8 9 10 11 12 13 14 5 6 7 8 9 10 11
15 16 17 18 19 20 12 13 14 15 16 17 18
22 23 24 25 26 27 28 19 20 21 22 23 24 25
29 30 31 26 27 28 29 30

©) Choose specific timerange

10/21/2023 — End Date
|Export Recent Activity X
Export recent activity to a .csv or .txt to quickly share progress
reports
Would you like to export as csv or txt?
Csv v
What date range do you like to export?
Today
Last 7 days
Last 14 days
Last 30 days
©) Choose specific timerange
Start Date  — End Date
|£ CHARMA I
Q» JonD <>Jane S ® o
Q. Search & Copy Link
Workspace Feedback & Kudos Goals Private Notes  History .
11 days left ———— % Transfer workspace
Agenda Templates v @ Add Topic | v (3» Export Activity |
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1:1 Workspaces & Career Development
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O You (Private)
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Weekly Sync Q | () Potato crafting meeting with Jon [ o oo () Oct 30 O Jane Smith
|Export Recent Activity X
Export recent activity to a .csv or .txt to quickly share progress
reports
Would you like to export as csv or txt?
Select format v
What date range do you like to export?
© Today
Last 7 days
Last 14 days
Last 30 days
Choose specific timerange


Edit goal settings

screenKeywords:
Goal Settings X
&/ Improving feedback loop
How will you measure progress?
(O Completing sub-goals
(O Completing action items
@ Tracking a number, percent, or dollar amount
What are you tracking?
Number v
Initial value *required
28
Current value “required
70
Goal value “required
100
Who can view this goal?
@ Everyone in my organization
() mombhare af tho \an naca [You [Dri o
|000 'fD X
()0 Copy Link
& Improving feedback loop v Mark as complete Duplicate Goal
€3 Goal Settings
Description Details
The current feedback loop is not sustainable. U Delete Goal
Status ® No Status v
Goal Progress
Due {£) Oct 26, 2023 v
70 / 589%  Update progress S
D Owner Q Jane S
28 100
Next Check-in & Oct 24,2023
Sub-Goals
Workspace &2 You (Private)
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Department Potato
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Parent Goal
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< Improving leadership skills % 2
Action ltems Due Date Owner °
(©) Creating Week 1 Action ltems o o0 (1 Oct 30 Q Jane Smith Unlink
campaigns.csv
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
|000 'fD X
& Improving feedback loop v Mark as complete
Description Details
The current feedback loop is not sustainable.
Status ® No Status v
Goal Progress
Due {£) Oct 26, 2023 v
70 / 589%  Update progress S
D Owner Q Jane S
28 100
Next Check-in & Oct 24,2023
Sub-Goals
Workspace &2 You (Private)
There are no sub-goals here yet.
Department Potato
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Parent Goal
Action Items . . .
< Improving leadership skills % 2
Action ltems Due Date Owner °
(©) Creating Week 1 Action ltems o o0 (1 Oct 30 Q Jane Smith Unlink
campaigns.csv
+ Add Action Iltem Zﬁ Get suggestions
Comments
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|Goal Settings X

70

Goal value “required
100

Who can view this goal?

@ Everyone in my organization

(O Just members of the workspace (You (Private))

How often do you want to check in on this goal?

You'll get an in-app notification, and a discussion topic will be added

to the selected workspace (You (Private))

@ Daily

() Once a week

(O Every other week

() Once a month

O Never


Marking a goal as complete

screenElements: Banner Select Dialog

screenPatterns:
Edit
Other Action

pageType: Application Application Application Application Application Application Application

screenKeywords:
Improving leadership skills / Building a Strong Network o000 ()0 X
| © Goal Completed! X
a Building a Strong Network
v Completed ® Achieved
© This goal was marked complete on 10/23/2023 by Jane S
Resolution notes
One more step closer to being the best potato
Expand your professional network by connecting with like-minded individuals,
attending industry events, and seeking mentorship. Cultivating a strong
network will provide valuable insights and opportunities.
Due £ Oct 27,2023
Owner Q JonD
Goal Progress
Create action items to start tracking progress
Action Items v
There are no action items here yet.
Sub-Goals >
o Add a comment...
|Complete Goal X
Update status:
‘ @ Achieved « ’
Record goal results and other notable outcomes.
One more step closer to being the best potato
2
Cancel Complete
|Status Updated! X
Complete Goal X
Update status:
‘ @ Achieved « ’
Record goal results and other notable outcomes.
How'd it go? Anything noteworthy?
2
Cancel Complete
|Improving leadership skills / Building a Strong Network o000 ()0 X
a Building a Strong Network
v Completed ® Achieved
© This goal was marked complete on 10/23/2023 by Jane S
Resolution notes
One more step closer to being the best potato
Expand your professional network by connecting with like-minded individuals,
attending industry events, and seeking mentorship. Cultivating a strong
network will provide valuable insights and opportunities.
Due £ Oct 27,2023
Owner Q JonD
Goal Progress
Create action items to start tracking progress
Action Items v
There are no action items here yet.
Sub-Goals >
o Add a comment...
|Complete Goal X
Update status:
‘ OnTrack < ’
At Risk sther notable outcomes.
Missed |oteworthy?
No Status
@ Achieved 4
Cancel Complete
|Complete Goal X
Update status:
‘ OnTrack < ’
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How'd it go? Anything noteworthy?
2
Cancel Complete
|Improving leadership skills / Building a Strong Network o000 ()0 X
a Building a Strong Network
v Mark as complete ® On Track v
Expand your professional network by connecting with like-minded individuals,
attending industry events, and seeking mentorship. Cultivating a strong
network will provide valuable insights and opportunities.
Due £ Oct 27,2023 v
Owner Q JonD v
Goal Progress
Create action items to start tracking progress
Action Items v
There are no action items here yet.
+ Add Action Item Zﬁ Get suggestions
Sub-Goals >
There are no comments here yet.
o Add a comment...


Changing due date

screenPatterns: Calendar Schedule

screenKeywords:
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£3 11 days left Hey Jane, you're awesome -
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Analytics

screenPatterns:
Charts
Filter & Sort

screenKeywords:
[« q
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Activity Summary Date Range: Last 6 Months v Department: All v
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@ Goals Workspace Activity User Action Items Discussion Topics
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L Notifications Q Jane Smith Potato Manager 1 1 3 2
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Activity Summary Date Range: Last 3 Months v Department: All v
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Editing and sending feedback

actions:
Editing & Updating
Chatting & Sending Messages

screenPatterns: Feedback Share

screenPatterns:
Feedback
Select
Date & Time
Feedback
Share

screenKeywords:
Q Share your feedback with Jon
Choose a suggestion to insert and edit in the feedback form
You have always been great at getting to work on tasks and seeing them through to completion. | also very much appreciate your
o upbeat attitude and willingness to help out your colleagues. What | think you could work on is your leadership skills. You could start
by expressing your ideas more confidently and engaging in more conversations with your managers and peers. This will help you
build credibility and influence and increase your chances of success.
| really appreciate how you’ve been taking initiative and helping to move our projects forward. I've also noticed how you take on tasks
o that no one else wants and make sure they get done without complains. One area you could work on is your leadership skills. You
have a great attitude and are always willing to help, but | think you would benefit from taking a more active role in decision making
and leading your team. Let’s work together to develop your leadership skills and ensure that your team is successful.
You've been great at jumping into tasks without having to be asked and helping out your team members. | know there is nothing you
© like more than being a good potato and | really appreciate your commitment to the team. One area I'd like to suggest for development
is taking more of a leadership role. Even when you're not in a formal position, there are ways you can take initiative and help drive
decisions without taking away from the team. Let’s chat about ways you can do that without overstepping your boundaries.
Generate new suggestions
This tool is powered by GPT-3, from OpenAl. To give feedback, contact support.
|m rEHADRA [ - ’ ®
nD<>Jane S
© Created X
Q
Workspace Feedback & Kudos Goals Private Notes  History
11 days left

Feedback & Kudos 53 Customize Request Feedback Give Feedback & Kudos v
©f Home
(0N Coaching ’ You left feedback for Jon Doe - Oct 23, 2023 Edit | Delete
@ Goals YOUR FEEDBACK FOR JON Jon hasn't seen this yet
Al Toolkit You've been great at jumping into tasks without having to be asked and helping out your team members. | know there is nothing you like more
A Notificati 0 than being a good potato and | really appreciate your commitment to the team. One area I'd like to suggest for development is taking more of a

otifications
N leadership role. Even when you're not in a formal position, there are ways you can take initiative and help drive decisions without taking away
@& Settings from the team. Let's chat about ways you can do that without overstepping your boundaries.
Invite Teammates }
1:1 Workspaces ’ You gave Kudos - Oct 23, 2023 Edit | Delete
’ You (Private) YOU GAVE JON KUDOS Jon hasn't seen this yet
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Feedback & Kudos 53 Customize Request Feedback Give Feedback & Kudos v
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(0N Coaching ’ You left feedback for Jon Doe - Oct 23, 2023 Edit | Delete
@ Goals YOUR FEEDBACK FOR JON Jon hasn't seen this yet
Al Toolkit You've been great at jumping into tasks without having to be asked and helping out your team members. | know there is nothing you like more
A Notificati 0 than being a good potato and | really appreciate your commitment to the team. One area I'd like to suggest for development is taking more of a
otifications
N leadership role. Even when you're not in a formal position, there are ways you can take initiative and help drive decisions without taking away
@& Settings from the team. Let's chat about ways you can do that without overstepping your boundaries.
Invite Teammates }
1:1 Workspaces ’ You gave Kudos - Oct 23, 2023 Edit | Delete
’ You (Private) YOU GAVE JON KUDOS Jon hasn't seen this yet
@ Jane A Appreciate how observant you are with our team progress. Keep it up!
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Q Jon D
© (%1
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Edit and send your feedback
You've been great at jumping into tasks without having to be asked and helping out your team members. | know there is nothing you like
more than being a good potato and | really appreciate your commitment to the team. One area I'd like to suggest for development is
taking more of a leadership role. Even when you’re not in a formal position, there are ways you can take initiative and help drive decisions
without taking away from the team. Let’s chat about ways you can do that without overstepping your boundaries.
z
This tool is powered by GPT-3, from OpenAl. To give feedback, contact support.


Goals

screenElements:
Side Navigation
Top Navigation Bar
Search Bar
Avatar
Tab

screenPatterns:
Home
Empty State

screenPatterns:
Empty State
Home
Empty State

screenKeywords:
ICHARMA k- Goals
Q_ Search
14 days left
9

o Your team doesn’t have any goals yet.

Home

Be the first one to create one!

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@ Goals
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. You (Private)
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October 19th
You've been showing great leadership skills and we're proud of you.
© Home
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|©ICHARMA Goals
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11 days left
Open Goals x

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&
@ Goals @/ Improving feedback loop ff] Oct 26,2023 ’ Jane S ® No Status « 000
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|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
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11 days left | Hey Jane, you're awesome -
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