Lock and Unlock a Goal

Users can lock a goal whenever required. When a goal is locked, the goal assigner and goal owner cannot modify the goal.

In this article, we have covered how can an employee, manager, and admin lock a goal.

Employee to Lock a Goal

Manager to Lock a Goal

Admin to Lock a Goal

Employee to Lock a Goal

Employees can lock any goal owned and assigned by them. 

Step 1: Navigate to Home > Goals > My Goals > Owned by Me.

Step 2: Click the Overflow Menu Icon and select Lock on any goal.

Step 3: Click Lock in the "Confirm Lock" pop-up to lock the goal.

Note: To unlock a locked goal, click the Overflow Menu Icon and select Unlock.

Manager to Lock a Goal

Managers can lock any goals owned by their direct reports.

Step 1: Navigate to Teams > Goals > My Team Goals.

Step 2: Select an employee and click any goal.

Step 3: Click the Overflow Menu Icon and select Lock.

Step 4: Click Lock in the "Confirm Lock" pop-up to lock the goal.

Note: To unlock a locked goal, click the Overflow Menu Icon and select Unlock.

Admin to Lock a Goal

Admins can lock any goal in the organization, including individual and top level goals.

Admin can lock an individual goal from the Goal Directory section.

Step 1: Navigate to Admin> Goals > Top Level Goals.

Step 2: Click any goal.

Step 3: Click the Overflow Menu Icon and select Lock.
Step 4: Click Lock in the "Confirm Lock" pop-up to lock the goal.

Note: To unlock a locked goal, click the Overflow  Menu Icon and select Unlock.