The users can view the following details about a goal:
- Progress Graph
- Additional Details
- Visibility
- Activities
- Goal Discussion
- Goal Followers
In this article, we have covered how an employee, manager, and admin view goal details.
Employee to View Goal Details
Manager to View Goal Details
Admin to View Goal Details
Employee to View Goal Details
Employees can view the goal details of any goal in the organization. They can view other employee goal details from the Goal Directory and top level goals details from the Top Level Goals section.
Step 1: Navigate to Home > Goals > My Goals > Owned by Me.
Note: Employees can view goal details and discuss a goal on the Goals Details window.
Step 2: Click any goal and click the Maximize Widow Icon to view goal details, discuss the goal, and view goal followers.
Manager to View Goal Details
Managers can view the goal details of any goal in the organization. They can view other employee goal details from the Goals Directory and top level goals details from the Top Level Goals section.
Step 1: Navigate to Teams > Goals > My Team Goals.
Step 2: Select an employee and click any goal.
Note: Managers can view goal details and discuss a goal on the Goals Details window.
Step 3: Click the Maximize Widow Icon to view goal details, discuss the goal, and view goal followers.
Admin to View Goal Details
Admins can view the goal details of any goal in the organization. They can view other employee goals details from the Goals Directory and the top level goal details from the Top Level Goals section.
Step 1: Navigate to Admin > Goals > Goals Directory to view individual goal details
OR Navigate to Admin > Goals > Top Level Goals to view top level goal details.
Note: Here, we are demonstrating viewing goal details of an individual goal.
Step 2: Select an employee and click any goal.
Note: Admins can view goal details and discuss a goal on the Goals Details window.
Step 3: Click the Maximize Widow Icon to view goal details, discuss the goal, and view goal followers.
View Goal Details
- Click Info on the right panel of the "Goal Details" page.
- Users can view the following details:
- Progress Graph- The progress graph shows the graphical representation of the actual and expected progress of the goal.
- Additional Details- The additional details include the goal creator and owner, along with the last update and goal published date.
- Visibility- The visibility section includes the goal audience.
- Activities- The activities section includes goal check-ins, progress updates, and status history. Admin can filter the activities by Comments, Check-ins, Progress Updates, and the Status History of the goal.
- Progress Graph- The progress graph shows the graphical representation of the actual and expected progress of the goal.
Discuss a Goal
Users can discuss their goals with any other user in the organization.
- Click Discuss on the right panel of the "Goal Details" page.
- Type your comment under "Discuss with or add a comment" and click Submit.
Goal Followers
Users can view followers of their goals.
- Click Followers on the right panel of the "Goal Details" page.
- Users can remove any goal follower. Hover over any goal follower and click the
DeleteIcon to remove the goal follower.