Add and manage key result

Key results are measurable outcomes that define the success of an objective by breaking it down into specific and actionable parts. They provide clear indicators of progress and success, allowing teams to monitor performance and make adjustments as required.

Goal creators, assigners, and owners can add and manage key results within their respective goals. However, only admins can add key results to top-level goals and manage their associated metrics.

Adding key results enables you to track performance more effectively, measure progress using multiple metrics, and assign accountability for different parts of a goal, ensuring a more structured and outcome-driven approach.

📒Note: You cannot cascade a goal that has key results. When cascading a goal, the system only includes the main goal. Key results are not included in the cascade.

After creating a goal, you are redirected to the Goal Details page, where you can perform additional actions. Key actions include:

Add and manage key results within the parent goal.
Add and manage contributing goals within the parent goal.

However, you can add the key results at any time.

📒Note: You can copy and assign a goal and its key results to multiple employees. Each employee receives an individual copy of the parent goal that they can manage independently. Learn more in Manage a goal.

Navigate to Apps > Goals.

Perform the following actions based on your role and the goal you prefer to update:

Role	Navigation
Goal owner (Individual goal)	Go to My Goals > My Goals tab.
Goal assigner (Individual goal)	Go to My Goals > Assigned by Me tab.
Admin (Top-level goal)	Go to Top Level Goals.
Admin (Individual goal)	Click the drop-down, select My Org, and select an employee.
Manager (Direct report’s goal)	Click the drop-down, select a team, and select an employee.

📒Note: Ensure that the goal and its key result use the same measurement type to enable automatic progress updates. If they use different measurement types, the goal progress would not update automatically.

2. Click a goal to open the Goal Details page.

The goal cards appear on the left, and selected goal details display on the right.

Perform the following actions as required:

Action

Steps

Add key result

3. Click Add, select Key Result, or select Contributing Goal.

4. Type the title and click Add Description to include any relevant information.

By default, the key result is assigned to you.

5. Search and select an employee from the drop-down.

6. Set the start and end dates.

7. Select the measurement type from the drop-down.

8. Enable the Automatically Update Goal Progress from a data source and select a source.

📒Note: Ensure you are integrated with Jira, Salesforce, or Google Sheets, where key results data and status are maintained.

9. Click Save.

📒Note: If you are adding a contributing goal, select the goal categories and set a reminder.

Manage key result

3. Click the Overflow Menu on the right side of a key result for additional actions:

Edit: Modify key result details.
Convert to goal: Convert a key result into an individual goal.

When converting a key result into a goal, you can select Cascade next to the “Save” button.
If selected, you are automatically redirected to the Cascade Goal page after saving, allowing you to assign the goal to employees immediately.

After making the necessary changes, click Save.

📒Notes:

The goal period adjusts to align with the parents’ goal cycle. In the next step, you can modify the dates by selecting any active cycle.

You cannot cascade a key result. Convert it into a goal and then cascade the new goal.

Public praise: Recognize and appreciate the goal owner’s achievements in a public forum within the organization.
Change owner: Assign a new owner to the key result.
View hierarchy: View the goal hierarchy, including contributors and aligned goals.
Delete: Remove the key result permanently.

📒Note: If you are managing a contributing goal, click the overflow menu for additional actions. The options are the same as for the parent goal.

After converting a key result into a goal, you can manage it by aligning it as a contributor to the parent goal or by removing its alignment. Learn more about aligning an individual goal.