Add and manage to-dos within a goal

After creating goals, goal creators, assigners, and owners can add to-dos.

By default:

Admins can add to-dos within all goals.
Managers can add to-dos within the goals of their direct reports.

Adding to-dos allows you to break a goal into actionable, manageable tasks, making it easier to track progress and stay focused. After adding to-dos, 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 to-dos:

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.

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 to-do

3. Scroll down to the To-Dos field and click the Plus Icon.

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

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

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

6. Type the description and click Save.

Manage to-do

Hover over the to-do and select the Edit Icon to modify it or the Delete Icon to remove it.
Select a to-do 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.