Create a goal

Any employee can create an individual goal for themselves and assign goals to others in the organization.

Managers and admins can create and assign broader goal types across the organization.

Who can create goals

Types of top-level goals

Top-level goals establish a structural framework that guides alignment across the organization, helping everyone work toward common objectives.

• Organization goals: High-level goals aligned with the organization’s mission and vision.
• Department goals: Goals that reflect department-specific functions contributing to organizational goals.
• Business unit goals: Goals tailored to business units (products, services, or markets) to track progress toward common objectives.

Ways to create a goal

You can create a goal using one of the following methods:

• Create a goal manually
• Create a goal using Marissa AI
• Create a goal using library

Navigate to Apps > Goals.

Perform the following actions relevant to your role:

Persona	Navigation
Admin	Select Top Level Goals.
Manager	On the left pane, click the drop-down, select a team, and then select a team member.
Employees	Go to the My Goals page.

Create a goal manually

1. Click Add at the top right and type the goal title.
2. Click Add Description to include a relevant description (optional).

When you create a goal, you automatically become the goal owner.

  3.   Search and select an employee from the drop-down to assign the goal to them.

  4.   Select the goal type from the drop-down: Individual, Organization, Department, or Business Unit.

If a department or business unit is selected, choose the specific department or business unit.

  5.   Select the goal duration and set the start and end dates.

  6.   Select the measurement type from the drop-down to track goal progress.

• Percentage: For proportional target.
• Quantity: For numerical targets.
• Milestone: For specific checklist items.

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

  8.   Select goal categories from the drop-down to organize and filter goals (multiple selections allowed).

  9.   Set the goal visibility.

• Public: Visible to everyone.
• Custom: Select specific departments, business units, or a combination of both.

 10.   Set the reminder frequency to notify the goal owner.

 11.   Click Add Contributors and select Key Result or Sub Goal as required. If not, skip to the next step to cascade the goal.

 12.   Click Cascade to align with top-level goals, which redirects you to the employee list to assign the goal. Learn more in Cascade a goal.

 13.   Click Save as Draft if you prefer saving the draft goal. If not, skip to the next step to publish the goal.

 14.   Click Save & Publish to create the goal.

After publishing, you are redirected to the goal details page, where you can perform the following actions:

Action	Description
Manage a goal	Update or modify the goal’s details
Update key results	Track progress and ensure alignment with the goal
Add key results or sub-goals	Break down the goal into measurable steps and smaller objectives.
Add and manage to-dos	Assign actionable tasks related to the goal
View goal check-in history	Review past updates and progress over time
View goal activities	Track changes and interactions with the goal
Add attachments	Upload supporting files
Initiate discussion	Track progress and facilitate collaboration across teams and departments

Learn more in Manage a goal.

Create a goal using Marissa AI

You can use Marissa AI to generate goals with relevant key results based on the goal title.

1. Click Add, and then click AI Help and Libraries.
2. In the Marissa AI tab, type the goal title and click Generate.

• Click the Pen Icon to edit the goal title, and then click Regenerate if the suggested goal and key results do not meet your expectations. 

  3.   Click Add.

The system adds the suggested goal with its key results. You can modify them as required.

A pop-up appears, allowing you to edit the goal and its key results.

• Hover over the goal and click the Pen Icon to edit it, add duration, and align it.
• Hover over each key result and click the Pen Icon to edit or the Delete Icon to remove it.
• Scroll down and click Add to include more key results or sub-goals.

  4.   Click Publish to create the goal.

Create a goal using library

You can create goals using predefined templates available in the library.

1. Click Add, and then click AI Help and Libraries.

View available templates in two tabs:

• Organization Library: Templates created by admins based on the organization’s requirements.

• Engagedly Library: Templates provided by Engagedly based on industry standards.

  2.   Select the desired library, hover over the template, and click Use This on the right.

The system adds the goal with predefined key results. You can modify them as required.

A pop-up appears, allowing you to edit the goal and its key results.

• Hover over the goal and click the Pen Icon to edit it.
• Hover over each key result and click the Pen Icon to edit or the Delete Icon to remove it.
• Scroll down and click Add to include more key results or sub-goals.

  3.   Click Publish to create the goal.

After creating a goal (using any method), you can add key results manually or manage those added through templates or generated by Marissa.

You can also add sub-goals within a goal and include key results in the sub-goals.

Learn more in:

• Add and manage key results
• Align with parent goals
• Update goal progress
• Initiate and manage discussions