Add and manage goal template

Goal templates help streamline the goal-setting process by providing ready-to-use formats that align with organizational objectives. Admins can create custom templates tailored to their organization’s needs, ensuring consistency and clarity across the organization.

Engagedly also provides a library of predefined templates based on proven frameworks like SMART goals and objectives and key results (OKRs), allowing employees to set effective goals quickly and stay aligned with industry best practices.

Navigate to Apps > Goals > Library.

Create a new template

1. In the "Organization" tab, click Add Goal Template at the top right.

     2.  Enter the goal template title.

     3.  (Optional) Click Add Description to include a relevant description.

     4.  Select the measurement type and measurement logic for the goal.

     5.  Select the relevant goal categories.

     6.  Set the goal duration.

     7.  Enter the key result title.

     8.  Select the measurement type and measurement logic for the key result.

Add multiple key results or delete them as required.

     9.  Click Manage Weights and distribute the weightage across key results.

    10.  Click Add to create the template.

Manage a template

After creating a template, it is saved in the "Organization" library, making it accessible to all employees.

Learn more in Create a goal using library.