In the Ideamerit Designer you can use the option to generate output not only as a PDF file or HTML report, but also as a simple text script.
To generate the simplified output, click the Script button on the main toolbar. A new form opens. Review the list of items, copy the output to the clipboard or save the script to a file.
On the Generation Settings tab, you can select the type of export. Pain text, Markdown or AI chatbot. Note: All formats will be correctly recognized when importing all items back into the project or diagram.
Change the export type and navigate back to the Project Script tab to see the formatted output.
Of course, a chatbot can also help you define objectives and key results. Just write a query and specify the format of the expected result and then you can easily create a diagram for your OKRs. It’s that simple.
Let’s see how to import OKRs into the diagram.
Prepare a prompt / query
Ideamerit Designer supports several different types of formats that can be used for import. One of the recommended ones for OKRs is as follows:
* text {@objective} * text {@key_result} * text {@initiative}
In order for the chatbot to generate a list of items in this form, you can use, for example, this query:
Hello, please write me an OKR with initiatives and use the following template where the object type is written in curly brackets: * text {@objective} * text {@key_result} * text {@initiative} Display the output in a block of code. The number of key results should be from 1 to 5 for each objective, and the number of initiatives can be from 2 to 5 for each key result. Make sure the format is correct and the object type is in curly brackets at the end. The theme for OKRs is: Lose weight.
Use the prompt / query
Run this query in your favorite chatbot. (On the following screenshot you can see suggestions generated by Chat GPT 3.5). As you can see, this way you can achieve both a very high quality and fast specification. Copy the result to your clipboard.
Import the OKRs to Ideamerit Designer
On the main toolbar click the Import button. New form opens. Paste the text to the text area and press Import.
Ideamerit Designer will convert the text into a diagram. In the next step you can then set the priority, difficulty and also start tracking the progress.
In you mindmap or ideamap diagrams, you can define your item and goals individually, or start by importing a simple list that adds new items under the selected item.
If there is indentation in the list, the indented items will be placed lower in the tree diagram. Learn how to easily import the ideas.
Import simple text
Open your project and click on Import on the main toolbar.
Enter text and click Import
Mindmap / Ideamap diagram with the imported items:
Keyboard shortcuts allow you to increase your productivity when designing diagrams for Objectives and Key Results, as well as Mindmap or Decision Tree diagrams.
Navigation
Arrow keys
Use the Arrow Keys to move around the items in the diagram. The function varies depending on whether you have the diagram displayed horizontally or vertically.
CTRL+Arrow keys
Used to expand or collapse actions in the diagram. When pressed, all sub-items will be expanded or collapsed.
SHIFT+Arrow keys
Used to expand or collapse the nearest sub-items. Everything else remains in the original expand/collapse state.
Editing elements
Enter – edit mode in the diagram Alt+Enter – navigate to the left sidebar and back to the element in the diagram Esc – exit edit mode
To quickly edit elements directly in the diagram, press the Enter key. You can then change the main text and confirm your edits either by pressing Enter again or by pressing Esc.
To move to the left sidebar, you can press Alt+Enter. Pressing Alt+Enter again moves you back to the active entry in the diagram.
Adding new items
There are keyboard shortcuts available for each diagram type.
Objectives and Key Results
O – new Objective K – new Key Results I – new Initiative D – new Department T – new Team P – new Person H – new Other
Ideamap
I – new Idea
Decision Tree
D – new Decision C – new Chance E – new End N – new Note
Ideamerit Designer offers the ability to generate HTML reports and export diagrams to PDF.
How to export diagrams to PDF?
The procedure is simple. Open your project and click on Report – Export diagram to PDF on the main toolbar. Enter the path where the PDF file will be saved.
What is the quality of the resulting PDF?
As everything is rendered in vectors, all objects in the PDF file will be of high quality, enlarging or shrinking will not have a negative effect on the resulting quality and therefore the diagrams can be printed very easily.
HTML and SVG format – high quality format of the graphics and lines.
Easy-to-view – no server required, reports work perfectly in the local environment. Click on the index.html file to view the report. It’s that simple.
Easy-to-share – zip the report and send it to a colleague, or upload the report to your server and then embed the files on your favorite site using the IFRAME tag.
How to create a data model report
To create a new report, open your project and click on the Report button on the main toolbar
Select the report style
Select the target folder and generate the report.
Example of generated report:
How to add the generated report to other sites?
Use the IFRAME tag. This might be the easiest way how to add the report to e.g. Atlassian Confluence.
Objectives and Key Results (OKRs) is a popular goal-setting framework used by businesses and organizations to improve performance and achieve success. OKRs help teams align their efforts towards common objectives, measure progress, and drive results. However, the process of defining, tracking, and communicating OKRs can be complex and time-consuming. That’s where software applications come in – they can help simplify the process and make it more efficient. In this article, we’ll explore the benefits of using a software application like Ideamerit Designer for visual definition of OKRs.
What is Ideamerit Designer?
Ideamerit Designer is a software application for visual definition of OKRs that helps businesses and organizations set and track their OKRs in a visual and intuitive way. This application provides a visual interface that allows users to create and manage OKRs, assign responsibilities, and track progress towards achieving the objectives. It also provides reporting features that allow teams to evaluate their performance and adjust their strategies accordingly.
Benefits of using Ideamerit Designer for visual definition of OKRs
1. Improved collaboration and alignment
Ideamerit Designer can help improve collaboration and alignment among team members. By providing visualizations for defining and tracking OKRs, everyone can have visibility into the objectives and key results, as well as the progress being made towards achieving them. This can help foster a sense of shared ownership and accountability, and ensure that everyone is working towards the same goals.
2. Increased efficiency and productivity
Using Ideamerit Designer can also help increase efficiency and productivity. Teams can save time and focus on the work that matters most. Additionally, the visual interface can help teams quickly identify areas that need attention, allowing them to adjust their strategies and stay on track towards achieving their objectives.
3. Enhanced visibility and transparency
Ideamerit Designer can provide enhanced visibility and transparency into the progress being made towards achieving objectives. This can help improve communication and ensure that everyone is aware of the status of each objective.
4. Better decision-making
Finally, by providing reporting features, Ideamerit Designer can also help teams make better decisions. Teams can gain insights into what is working and what isn’t, allowing them to adjust their strategies and make more informed decisions.
Conclusion
Ideamerit Designer can provide numerous benefits to businesses and organizations that are looking to implement OKRs – objectives and key results in their workflow. By improving collaboration and alignment, increasing efficiency and productivity, enhancing visibility and transparency, enabling better decision-making, this application can help teams achieve their objectives and drive success. If you’re considering implementing OKRs in your organization, Ideamerit Designer may be the key to making the process more efficient and effective.
Our tools do not store any information regarding your projects or diagrams in the cloud. Everything you create and store stays with you.
Projects
You choose where to store each of your projects. Ideamerit Designer automatically creates and updates a list of your projects so that you have an easy way to reopen them. This list is also only stored on your device. The path is listed for each of the projects.
To remove a project from the project list, click on the cross icon. This does not delete the project file itself, it just removes it from the list.
If you delete a *.imm project file from the file system, information about the missing file will be displayed.
Online communication
Activating commercial versions
To activate a commercial version, you must have access to the internet and the domain addresses gumroad.com and ideamerit.com
Check for updates
This is done automatically and the only thing that is sent is a combination of the product name and the installed product version number.
Feedback
You can send us feedback. For this you need an internet connection and access to ideamerit.com
Sending error messages
You can send us a log with an error message. For this you need an internet connection and access to ideamerit.com
In the settings you can choose how to proceed if the application crashes.
Proxy
If you need to set up a proxy to activate the commercial version, for example, you can specify the configuration in settings. The information will be encrypted and stored on your device. If there is no longer a need to set up a proxy, you can deactivate this option by turning off the Use proxy switch.
Updates and upgrades
Currently, updates are not provided automatically. The installation of each new version is completely under your control.
You can save your Objectives and Key Results, Mindmap or Decision Tree diagrams into projects.
On the Project overview page, you can search projects by name or type and quickly find the type for which the project was created.
Creating projects
New project
To create a completely new project, go to the Projects page and click on New project, or click on the New button on the main toolbar. A new dialog will appear. Select the target project type, enter a project name, and then click Create new project.
Open an existing project from a file
This is the classic way to open a project from an existing file. Just select the file with the *.imm extension.
Project properties
Click the Project details tab to access the project settings. Specify project name, description and information about the author. The author information can be added to HTML report easily.
