Manage a goal
After you create a goal, you can track progress, update it, and manage it. The Goals page organizes your goals into three tabs: My goals, Assigned by me, and Drafts, each giving you quick access to the goals relevant to your role.
📒Note: You can access the same Goals version in the mobile application as on Engagedly’s website.
Navigate to Apps > Goals.
My goals
Displays all active goals assigned to you, along with their goal level, duration, measurement type, progress, and next update due date.
- To view goal details: Tap a goal to open it. You can view contributors, key results, and attachments.
- To update goal progress: Tap Update on a goal card. Enter the updated value, add an optional comment, and tap Save.
- To filter or search goals: Use the Filter
icon or the Search
icon at the top right. - To expand contributors: Tap Contributors on a goal card to view the key results and contributing goals linked to it.
- To add comments: Tap a goal to open it. Enter your comments in the text field, use @ to add others to discuss your goal with them, and click the Send
icon. - To manage your goal: Tap the Overflow
Menu on a goal card.
The following options are available:
-
- Edit: Update the goal details and save it.
- Delete: Remove your goal.
Assigned by me
Displays all goals you have assigned to others.
- To manage an assigned goal: Tap the Overflow
Menu on a goal card.
The following options are available:
-
- Edit: Update the goal details.
- Nudge: Send a reminder to the goal owner to update their progress.
- Delete: Remove the goal.
Drafts
Displays all goals you have saved as drafts. Draft goals are not yet published and are visible only to you.
- To manage a draft goal: Tap the Overflow
Menu on a goal card.
The following options are available:
-
- Edit: Update the goal details before publishing.
- Submit: Publish the draft goal.
- Delete: Remove the draft goal.