All User Resources (Indigo: V3)
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      2. Goals and OKRs
      3. All User Resources (Indigo: V3)

      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)
      1. Go to My Goals > My Goals tab.

      Goal assigner (Individual goal)
      1. Go to My Goals > Assigned by Me tab.

      Admin (Top-level goal)
      1. Go to Top Level Goals.

      Admin (Individual goal)
      1. Click the drop-down, select My Org, and select an employee.

      Manager (Direct report’s goal)
      1. Click the drop-down, select a team, and select an employee.
        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 task

      3. Scroll down to the Tasks field and click the Plus blue plus Icon.

      4. Type the title, click the drop-down, and select an employee.

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

      5. Click the Calendar Calendar Icon Icon and edit the due date.

      6. Type the description and click Save.

      Manage task
      • Hover over the task and select the Edit edit grey-3 Icon to modify it or the Delete Delete Grey  Icon to remove it.
      • Select a task to mark it as complete.

      Add and manage to-dos

      After adding and achieving tasks, you can view them by All, Pending, and Completed statuses.