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User actions in Goals

Employees, managers, and admins can perform different actions in the Goals module.

Some actions are user-specific, and some are based on admin permissions.

Learn more in Overview of user management.

📒 Notes:

  • If the admin gives certain permissions to any employee in the organization, they can perform certain actions.
  • Employees can perform these actions if they are the goal owners, assigners, or creators.

Actions

Employee

Manager

Admin

Configure the goals settings

✅

(If admin enables)

✅

(If admin enables)

✅

Create a top-level goal

❌

❌

✅

Import goals

✅

(If admin enables)

✅

(If admin enables)

✅

Nudge

✅

✅

✅

View and export the goals report

❌

✅

✅

Create a goal

✅

✅

✅

Cascade a goal

✅

✅

✅

Follow and unfollow a goal

✅

(If you have the goal visibility)

✅

✅

Update a goal

✅

✅

✅

Edit a goal

✅

✅

✅

Lock and unlock a goal

✅

✅

✅

Change the goal status

✅

✅

✅

Manage weights for the key results

✅

✅

✅

Change the owner or assigner of a goal

✅

✅

✅

View the goal hierarchy

✅

✅

✅

Request feedback

✅

✅

✅

Share feedback

✅

✅

✅

Praise

✅

✅

✅

Copy and assign a goal

✅

✅

✅

Delete a goal

✅

✅

✅

Edit the key result

✅

✅

✅

Change the owner or assigner of a key result

✅

✅

✅

Convert a key result into a goal

✅

✅

✅