How to manage Goals

Here are a few things you can do to manage your Goals!

  • Click on a goal to see your options
  • Click on the three dots on the top right-hand side of the Modal
    • Click Duplicate to Duplicate the Goal
    • Click on Edit on the top right-hand side of the Goal Details modal to edit your goal
  • Click on the circle next to the task to mark a task as complete 
  • Click on the big blue bottom on the bottom to mark a goal as Partially Complete or Complete
    • Choose whether to celebrate the achievement by posting to everyone on the Newsfeed or only to the employee
    • Choose the date it was achieved with the Achievement Date
    • Review the Rewards for achieving the Goal
    • Add any Key Results for future reference
    • Click the big blue button when finished!
  • Click Missed if the Goal was not achieved 
  • Click on All Goals if you want to filter by Goal Group
  • Click on the Calendar icon 📅 on the right-hand side to view the Goals in a calendar view

 

How to manage your Goals