How to Manage Goals

Here are the main actions you can take to manage your Goals.

View Goal Options Click on any specific goal to open the Goal Details modal. This is your central hub for all actions related to that goal.
Edit or Duplicate
- Edit: Click on Edit on the top right-hand side of the modal to change details like descriptions or deadlines.
- Duplicate: Click on the three dots (...) on the top right-hand side and select Duplicate. This is useful for assigning the same goal to multiple people.
Track Progress
- Tasks: Click on the circle next to a specific task to mark it as complete.
- Goal Status: Click on the big blue button at the bottom to mark a goal as Partially Complete or Complete.

When marking a goal as complete, you will see a few additional options:

Celebrate: Choose whether to post the achievement to Everyone on the Newsfeed or visible only to the Employee.
Achievement Date: Confirm the date the goal was finished.
Rewards: Review any points or rewards associated with the completion.
Key Results: Add any final notes or data for future reference.
Finish: Click the big blue button again to save your changes.

Note: If the goal was not achieved, you can click the Missed button instead.

Filter by Group: Click on the All Goals dropdown to filter your list by specific Goal Groups.
Calendar View: Click on the Calendar icon (📅) on the right-hand side to switch from list view to a calendar perspective for better deadline visualization.

Once you have created goals, managing them effectively is key to keeping your team on track. The dashboard allows you to update progress, edit details, and visualize timelines easily.