Add and manage tasks within a goal

After creating goals, goal creators, assigners, and owners can add tasks.

By default:

• Admins can add tasks within all goals.
• Managers can add tasks within the goals of their direct reports.

Adding tasks allows you to break a goal into actionable, manageable tasks, making it easier to track progress and stay focused. After adding tasks, you can manage the ones you created as required.

Navigate to Apps > Goals.

Perform the following actions based on your role and the goal to which you prefer to add tasks:

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

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

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

Add a task

  3.   Scroll down to the "Tasks" section and click the Plus icon.

  4.   Enter the title.

  5.   Open the drop-down and select an employee.

By default, the task is assigned to you, but you can assign it to any employee.

  6.   Click the Calendar icon to set or edit the due date.

  7.   Enter a description and click Save.

Manage a task

After adding tasks, they appear:

• On the "My Goals" page under the "Tasks" tab.
• On the “Goal Details” page for that goal.

Manage them if required.

• Hover over a task and click the Pen icon to edit it, or the Delete icon to remove it.
• After achieving a task, select it to mark it as complete.