Following up on goals and tasks

Written By Stijn Vanlerberghe

Last updated 18 days ago

Overview

Hejj helps managers transform conversations into concrete actions and objectives through a simple workflow.

AI-Suggested Goals and Tasks

After a 1:1 or performance review conversation, Hejj can automatically generate suggestions for goals and tasks based on the structured report.

How It Works:

  1. You complete a conversation with conversation notes

  2. A structured report is generated from your notes

  3. AI analyzes the report and suggests possible goals and tasks

  4. Suggestions are structured using the OKR framework (Objectives & Key Results)

This ensures that agreements from the conversation can be effectively tracked and followed up.

Manually Adding Goals and Tasks

In addition to AI suggestions, managers can also manually add goals and tasks.

This can be done completely independently from the AI suggestions and allows you to:

  • Define your own priorities

  • Further refine objectives

  • Add custom goals not captured by the conversation

Hejj combines AI support with complete manager control.

Tracking Tasks

Managers can easily track which tasks and agreements were made with employees via the "Tasks" tab.

Filtering Options:

  • Filter by specific employees

  • Filter by teams

  • Get an overview of all tasks discussed or agreed upon

Task Details:

For each task, you can see:

  • What the task is

  • Who the task is assigned to

  • What the current status is

This gives managers an at-a-glance view of which agreements have been made and how the follow-up is progressing.

Employee View

When employees log into their portal, they will see:

  • Tasks that have been assigned to them

  • Goals that were agreed upon

  • Their current status and progress

Weekly Email Reminders

Both managers and employees receive a weekly email on Monday mornings with:

  • Outstanding tasks

  • Reviews to complete

  • Other pending actions

This ensures nothing falls through the cracks.

Key Takeaways

  • AI suggests goals and tasks based on conversation reports

  • Manual additions are always possible for custom priorities

  • Tasks tab provides overview with filtering by employee or team

  • Employees see their tasks in their portal

  • Weekly Monday emails remind everyone of pending items

Need Help?

Contact our support team if you have questions about goals, tasks, or using AI suggestions.