--- title: Manage a Goal description: Employees can manage Goals that they own and assign and perform the following actions: --- [Skip to content](https://help.engagedly.com/manage-a-goal#main-content) English Show submenu for translations [Contact us](https://help.engagedly.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.engagedly.com/tickets?hsLang=en) ![Engagedly dark.png\]](https://help.engagedly.com/hs-fs/hubfs/Engagedly%20dark.png?height=31&name=Engagedly%20dark.png) - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) Open main navigation Close main navigation - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) - English Show submenu for translations - [Contact us](https://help.engagedly.com/kb-tickets/new) - [Customer portal](https://help.engagedly.com/tickets) - [Our Website](https://engagedly.com/) [Our Website](https://engagedly.com/) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Employee (Tangerine: V2)](https://help.engagedly.com/goals-and-okrs?hsLang=en#employee-tangerine-v2) # Manage a Goal Employees can manage Goals that they own and assign and perform the following actions: - [Edit a Goal](https://help.engagedly.com/manage-a-goal#edit) - [Lock and unlock a Goal](https://help.engagedly.com/manage-a-goal#lock) - [Change the status of a Goal](https://help.engagedly.com/manage-a-goal#change) - [Manage weights for the Key Results](https://help.engagedly.com/manage-a-goal#manage) - [Reorder Goals and/or Key Results](https://help.engagedly.com/manage-a-goal#reorder) - [Change the owner and/or assigner of a Goal](https://help.engagedly.com/manage-a-goal#change) - [View the hierarchy of a Goal](https://help.engagedly.com/manage-a-goal#view) - [Request feedback about a Goal](https://help.engagedly.com/manage-a-goal#req) - [Clone a Goal](https://help.engagedly.com/manage-a-goal#clone) - [Delete a Goal](https://help.engagedly.com/manage-a-goal#delete) Navigate to **Home \> Goals \> My Goals \> Owned by Me**. **![Manage as an employee](https://help.engagedly.com/hs-fs/hubfs/Manage%20as%20an%20employee.png?width=688&height=327&name=Manage%20as%20an%20employee.png)** ### **Edit a Goal** After creating a Goal, you can edit the Goal and its Key Results as required. Navigate to **Home \> Goals \> My Goals \> Owned by Me**. 1. Select the Goal you want to edit, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select **Edit**. 2. In the *Edit Goal Details* window, make the necessary changes and click **Save**. ![edit goal](https://help.engagedly.com/hs-fs/hubfs/edit%20goal.png?width=688&height=327&name=edit%20goal.png) ### **Lock or unlock a Goal** You can lock or unlock a Goal in the organization whenever required. However, you cannot change the Goal details if they are locked. ***Note:*** *You can only lock or unlock a Goal if you are the Goal assigner.* Navigate to **Home \> Goals \> My Goals \> Owned by Me**. #### **Lock a Goal** 1. Select the Goal you want to lock, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select **Lock**. #### **Unlock a Goal** 1. Click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right and select **Unlock**. ![Lock and unlock a Goal employee](https://help.engagedly.com/hs-fs/hubfs/Lock%20and%20unlock%20a%20Goal%20employee.png?width=688&height=99&name=Lock%20and%20unlock%20a%20Goal%20employee.png) ### Change the status of a Goal Archiving a Goal will remove the Goal from the active Goal list. Changing the status does not impact the progress of the Goal. It can be activated at any time. Navigate to **Home \> Goals \> My Goals \> Owned by Me**. #### **Change the status to archive** 1. Select the Goal you want to make archive, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select **Archive**. #### **Change the status to active** 1. Click the **Active drop-down menu** and select **On Hold**.![change status of a goal active employee](https://help.engagedly.com/hs-fs/hubfs/change%20status%20of%20a%20goal%20active%20employee.png?width=688&height=157&name=change%20status%20of%20a%20goal%20active%20employee.png) 2. Click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** and select **Active**.![change status of a goal active employee1](https://help.engagedly.com/hs-fs/hubfs/change%20status%20of%20a%20goal%20active%20employee1.png?width=688&height=281&name=change%20status%20of%20a%20goal%20active%20employee1.png) ### **Manage weights for the Key Results** Adding weights to Key Results ensures that each Key Result to the contributing Goal is given the appropriate attention and effort based on importance. ***Note:*** *You can only add weights if Key Results are added to the Goal.* Navigate to **Home \> Goals \> My Goals \> Owned by Me**. 1. Select the Goal, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select **Manage Weights**. ***Note:*** *If the parent goal has Percentage as its measurement type, you can add weights to its key results. However, if the parent goal has Quantity or Milestone as its measurement type, the manage weights feature is not available.* 1. In the *Manage Weights* window, select **Enable Weights** and add the weights for each Key Result.  Or You can add the weight for one Key Result and click **Distribute Remaining** to equally distribute the remaining weights to other Key Results. 2. Click **Save**. ***Note:*** *The total weight distribution must be equal to 100%.* **![Manage weights employee](https://help.engagedly.com/hs-fs/hubfs/Manage%20weights%20employee.png?width=688&height=255&name=Manage%20weights%20employee.png)** ### **Reorder Goals and/or Key Results** You can reorder Goals and/or Key Results of the parent Goal if required. Navigate to **Home \> Goals \> My Goals \> Owned by Me**. 1. Select the Goal to reorder, click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png)Menu** at the top right, and select **Reorder Goals**. 2. In the *Reorder Goals* window, drag the **Six Dots ![Group 6-2](https://help.engagedly.com/hs-fs/hubfs/Group%206-2.png?width=20&height=20&name=Group%206-2.png) Icon** to reorder the Goals and/or Key results as required and click **SAVE**. ![Reorder](https://help.engagedly.com/hs-fs/hubfs/Reorder.png?width=688&height=140&name=Reorder.png) ### **Change the owner and/or assigner of a Goal** You can reassign a Goal to other employees in the organization.  Navigate to **Home \> Goals \> My Goals \> Owned by Me**. 1. Select the Goal to change the owner and assigner, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select **Change Owner**. 2. In the *Change Owner / Assigner* window, search and select the employee, and click **Save**. ![change owner employee](https://help.engagedly.com/hs-fs/hubfs/change%20owner%20employee.png?width=688&height=230&name=change%20owner%20employee.png) ### **View the hierarchy of a Goal** Viewing the Goals and Key Results hierarchy helps you understand how the Goals are aligned and contribute to other Goals in the organization. Navigate to **Home \> Goals \> My Goals \> Owned by Me**. 1. Select the Goal you want to view the hierarchy, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select **View Hierarchy**. 2. In the *Hierarchy* window, you can view the aligned and contributing Goals. ![view hierarchy employee](https://help.engagedly.com/hs-fs/hubfs/view%20hierarchy%20employee.png?width=688&height=327&name=view%20hierarchy%20employee.png) ### **Request feedback about a Goal** You can request feedback about a Goal from other employees in the organization. Requesting feedback helps you identify areas where you need to improve and take necessary actions to achieve Goals. Navigate to **Home \> Goals \> My Goals \> Owned by Me**. 1. Select the Goal you want to request feedback, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select **Request Feedback**. 2. In the *REQUEST FEEDBACK* window, search and select the user, type *Your Request*, select *Feedback Categories*, and click **REQUEST**. ![request feedback employee](https://help.engagedly.com/hs-fs/hubfs/request%20feedback%20employee.png?width=688&height=273&name=request%20feedback%20employee.png) ### **Clone a Goal** Cloning a Goal allows you to copy the Goal details and Key Results and edit them as required. Navigate to **Home \> Goals \> My Goals \> Owned by Me**.     1.    Select the Goal you want to clone, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select                      **Clone**.     2.    In the *Clone* window, edit the Goal title if required and click the **Drop-down menu** to change                the owner. ***Note:*** *The cloned Goals can be assigned to the same or any other employee in the organization.*     3.    Click the **Drop-down menu** to set the Goal period and measurement type, and select **Only                    the Goal**. ***Note:*** *If you select Goal with Key Results, all the Key Results associated with the Goal will be cloned.*     4.    Click **Clone**. ![clone employee](https://help.engagedly.com/hs-fs/hubfs/clone%20employee.png?width=688&height=279&name=clone%20employee.png) ### **Delete a Goal** You can delete any Goals if they are not required. ***Note:*** *Deleting a Goal may impact the progress of dependent Goals, if any.* Navigate to **Home \> Goals \> My Goals \> Owned by Me**. - Select the Goal you want to delete, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu** at the top right, and select **Delete**. ### **Manage the Key Results** You can manage any Key Results that are owned and assigned by you and perform the following actions: - [Edit a Key Result](https://help.engagedly.com/manage-a-goal#key) - [Change the owner and assigner of a Key Result](https://help.engagedly.com/manage-a-goal#keyo) - [View hierarchy](https://help.engagedly.com/manage-a-goal#keyh) - [Convert a Key Result into a Goal](https://help.engagedly.com/manage-a-goal#co) Navigate to **Home \> Goals \> My Goals \> Owned by Me**. ![managae key result employee](https://help.engagedly.com/hs-fs/hubfs/managae%20key%20result%20employee.png?width=688&height=208&name=managae%20key%20result%20employee.png) #### **Edit a Key Result** You can edit the Key Result's titles, owners, start and end dates, and measurement types whenever required. 1. Click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu**, and select **Edit**. 2. In the *Edit Key Result Details* windows, make the necessary changes and click **Save**. #### **Change Owner/Assigner of a Key Result** If a Key Result requires collaboration between multiple employees, then the Key Result owner and assigner can reassign the Key Result to other employees to foster communication and collaboration. 1. Click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu**, and select **Change Owner**. 2. In the *Change Owner / Assigner* window, search and select the employee, and click **Save**. #### **View the hierarchy of a Key Result** Viewing the Key Results hierarchy helps you understand how the Key Results are aligned and contribute to the organization's Goals. 1. Select the Key Result, click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu**, and select **View Hierarchy**. 2. In the *Hierarchy* window, you can view the Key Results aligned with the parent Goal. #### **Convert a Key Result into a Goal** You can convert an existing Key Result into a Goal. ***Note:*** *You can convert a Key Result into a Goal only when the admin enables this feature.* 1. Click the **Overflow ![](https://lh7-us.googleusercontent.com/MyLiQv7yhl_TIQA5afsywA8avkdyWJdxFFunDs_-7b8kQu5peZGrZympISwskQNXN5Sn30fGk_kawS0nfGawWvq03-x9kLmPyMJWc-t2tAZRnPexOGvzfmwEoLjN3Y4dWnyghSgeHXFh)Menu**, and select **Convert to Goal & Cascade**. 2. Modify the Goal details, such as the Goal title, period, and measurement type, and click **Save**. After converting a Key Result into a Goal, you can manage it by aligning it with the parent's Goal as a contributor or removing it. 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