Rhythm Integrations

Add an idea to a category on a Rhythm idea board.

Add a responsibility to a job scorecard.

Add an agenda item to a Rhythm meeting.

Deep-copy a strategic plan to a new effective date (rolls the plan forward). Clones core values, competencies, and SWOT items.

Add a core competency to a strategic plan.

Create a Daily Huddle note in Rhythm for the authenticated user.

Log a client or employee feedback item in Rhythm.

Create a Rhythm goal — KPI, Quarter Priority, Annual Priority, or Winning Move — with optional Red/Yellow/Green success criteria.

Create a job scorecard (role definition), optionally with initial skills and responsibilities.

Create a Rhythm meeting. The creator is automatically added as an attendee.

Create a draft goal inside an annual plan's Plan Builder. The goal stays a draft until published.

Create a Rhythm task, optionally attached to a goal and optionally repeating.

Link one or more existing goals to a Rhythm dashboard.

Link one or more goals to a job scorecard as desired results. Already-linked goals are skipped.

Remove one or more users as followers of a Rhythm entity (goal, meeting, task, feedback, team, SWOT, or strategic plan).

Remove a category from a Rhythm idea board. The ideas in the category are removed with it.

Remove an agenda item from a Rhythm meeting.

Rename a KPI Target. If a goal is linked to the target, the goal name is kept in sync.

Remove one or more goals from a Rhythm dashboard. The goals themselves are not deleted — only their links to the dashboard.

Unlink one or more goals from a job scorecard. Goals not currently linked are skipped.

Post a Red/Yellow/Green status update to a Rhythm goal (KPI, Quarter Priority, Annual Priority, or Winning Move).

Edit a core competency's statement, differentiator, or refinement. Only the fields you set are changed.

Update a Daily Huddle note. Only the fields you set are changed.

Update a Rhythm feedback item. Only the fields you set are changed.

Update a Rhythm goal — including marking it complete. Only the fields you set are changed.

Rename or reorder a Rhythm idea board. Only the fields you set are changed.

Update a job scorecard. Only the fields you set are changed.

Update a Rhythm meeting — including marking it complete. Only the fields you set are changed.

Update an agenda item on a recurring Rhythm meeting, applying the change to this occurrence, this and future occurrences, or every occurrence.

Update a Plan Builder draft goal's name, description, owner, or team. Only the fields you set are changed.

Edit the text, type, or order of a SWOT item. Only the fields you set are changed.

Update a Week in Sync note. Only the fields you set are changed. For Daily Huddle notes use Update Daily Huddle.

List annual plans for the company. Returns nothing (no error) when there are no matches.

List companies the authenticated user belongs to. Returns nothing (no error) when there are no matches.

List core values for a strategic plan. Returns nothing (no error) when there are no matches.

Find Daily Huddle notes by team or owner and quarter. Returns nothing (no error) when there are no matches.

Find dashboards by type, quarter, annual plan, team, or owner. Returns nothing (no error) when there are no matches.

Find feedback items by team or owner and quarter. Returns nothing (no error) when there are no matches.

Get a single goal by ID. Returns nothing (no error) when not found.

Get a single idea board on a meeting by meeting and board ID. Returns nothing (no error) when not found.

Get a single job scorecard by ID. Returns nothing (no error) when not found.

List desired-result goals linked to a job scorecard. Returns nothing (no error) when there are no matches.

Get a single meeting by ID, optionally with its attendees and agenda. Returns nothing (no error) when not found.

Get a single meeting agenda item by ID. Returns nothing (no error) when not found.

Get a single planning goal by ID. Returns nothing (no error) when not found.

List quarters, optionally filtered by annual plan. Returns nothing (no error) when there are no matches.

List strategic plans, optionally filtered by effective date. Returns nothing (no error) when there are no matches.

Get a single task by ID. Returns nothing (no error) when not found.

Get a single team by ID. Returns nothing (no error) when not found.

Get a single user by ID. Returns nothing (no error) when not found.

Get a single wis note by ID. Returns nothing (no error) when not found.

Get the annual focus plan (theme, success criteria, reward) for an annual plan.

Get the current quarter for the company. Returns nothing (no error) when not found.

Get the KPI scorecard for a team and quarter.

Get the audit trail for an entity. Returns nothing (no error) when there is no history.

Get the quarter focus plan (theme, success criteria, reward) for a quarter.

Add one or more users as followers of a Rhythm entity (goal, meeting, task, feedback, team, SWOT, or strategic plan).

Add a category to a Rhythm idea board.

Add a skill to a job scorecard.

Add one or more attendees to a Rhythm meeting. Already-attending users are skipped.

Post a comment (or a reply) on a Rhythm goal, task, meeting, or other item.

Add a core value to a strategic plan.

Create a personal, team, or company-level Rhythm dashboard.

Record the end-of-quarter final status (closing wrap-up) for a Rhythm goal. A goal can have at most one final status per quarter.

Create an idea board on a Rhythm meeting.

Create a KPI Target on a strategic plan.

Park a topic in the Rhythm parking lot for future consideration.

Add a strength, weakness, opportunity, or threat to a strategic plan.

Create a Week in Sync (weekly) note in Rhythm. For Daily Huddle notes use Create Daily Huddle.

Add parent-child links between Rhythm goals.

Link a KPI goal to a KPI Target so the target tracks the goal’s green criteria values. Names are kept in sync.

Remove an idea from a Rhythm idea board.

Remove a skill or responsibility from a job scorecard.

Remove one or more attendees from a Rhythm meeting. The meeting owner cannot be removed.

Toggle the connected user's like on a Rhythm idea — likes it if not yet liked, unlikes it otherwise.

Remove parent-child links between Rhythm goals. Unlinking goals that are not linked is a no-op.

Remove the goal link from a KPI Target. The target keeps its existing cell values; only the goal reference is removed.

Edit the body of an existing Rhythm comment (author or admin only).

Edit a core value's name, description, or behaviors. Only the fields you set are changed.

Edit an existing Rhythm goal status entry (correct a color, value, or comment). Only the fields you set are changed. To post a new status update, use Update Goal Status instead.

Revise an existing end-of-quarter final status for a Rhythm goal. Only the fields you set are changed.

Update an idea on a Rhythm idea board — rename, rescore, reassign, or move it to another category. Only the fields you set are changed.

Rename or reorder a category on a Rhythm idea board. Only the fields you set are changed.

Update the text of a skill or responsibility on a job scorecard.

Update a Rhythm meeting agenda item — including marking it done. Only the fields you set are changed.

Update a Rhythm parking lot item — including closing or reopening it. Only the fields you set are changed.

Update editable strategy fields on an existing strategic plan (field-level merge). To change the effective date, use Copy Strategic Plan.

Update a Rhythm task — including marking it complete. Only the fields you set are changed.

Set or update a KPI Target cell value for a year column — push metric values from external systems. If the target has a linked goal, the goal’s green criteria for that year is updated too.