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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.