Convert a Key Result into Goal

Users can convert an existing key result into a goal.

Note: The users can convert a key result into a goal only when the admin enables this feature in the goals settings.

This article covers how an employee, manager, and admin convert a key result into a goal.

Employee to Convert a Key Result into Goal
Manager to Convert a Key Result into Goal
Admin to Convert a Key Result into Goal

Employee to Convert a Key Result into Goal

Employees can convert a key result into a goal that is created by them.

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

Step 2: Click the Overflow Menu  Icon and select Convert to Goal on any key result.

Step 3: The employee can convert the key result into a goal from the Convert to Goal window.

Manager to Convert a Key Result into Goal

Managers can convert any key result of their direct reports into a goal.

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 Convert to Goal on any key result.
Step 4: The manager can convert the key result into a goal From the Convert to Goal window.

Admin to Convert a Key Result into Goal

Admins can convert any key result in the organization into a goal, including individual and top level goal key results. The admin can convert an individual goal key result into a goal from the Goals Directory section.

Step 1: Navigate to Admin > Goals > Top Level Goals to convert a top level goal key result into a goal OR Navigate to Admin > Goals > Goals Directory to convert an individual goal key result into a goal.

Note: Here, we are demonstrating converting the top level goal key result into a goal.

Step 2: Click a goal.

Step 3: Click the Overflow Menu  Icon and select Convert to Goal on any key result.
Step 4: The admin can convert the key result into a goal From the Convert to Goal window.

Convert a Key Result into a Goal

Modify the goal details, such as the goal title, period, and measurement type, and click Save.