Overview
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      1. Help Center
      2. Goals and OKRs
      3. Overview

      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

      ✅

      ✅

      ✅