- Help Center
- Goals and OKRs
- All User Resources (Indigo: V3)
Initiate a discussion on a goal
Goal creators, assigners, and owners can initiate discussions within a goal and tag other employees to involve them.
By default:
- Admins can participate in discussions related to all goals.
- Managers can participate in discussions about the goals of their direct reports.
Initiating a discussion helps clarify expectations, align efforts, and encourage collaboration. It ensures everyone is aligned and increases engagement toward achieving the goal.
Participants who are involved in discussions can add comments or feedback directly within a goal. This helps goal owners receive timely and clear input on expectations, progress, and areas for improvement. Comments remain attached to specific goals, making feedback easily accessible and reducing miscommunication.
This feature promotes
- Accountability enables goal owners to act on suggestions promptly.
- Collaboration involves relevant stakeholders in the discussion.
- Transparency and efficiency keep communication centralized and goal-focused.
Navigate to Apps > Goals.
Perform the following actions based on your role and the goal for which you prefer to initiate a discussion:
Role |
Navigation |
Goal owner (Individual goal) |
|
Goal assigner (Individual goal) |
|
Admin (Top-level goal) |
|
Admin (Individual goal) |
|
Manager (Direct report’s goal) |
|
The goal cards appear on the left, and selected goal details display on the right.
Perform the following actions as required:
Action |
Steps |
Add a comment |
3. Scroll down to the Discussion field. 4. Type your comment. 5. Type @ followed by the employee’s name to tag someone, and click the Send |
Manage a comment |
After adding the comment, click the Overflow |
⚠️Warning: Tagged employees can view the goal details, even if the goal visibility is restricted.