Manage a goal

Goal creators, assigners, and owners can manage goals to keep them updated and aligned with changing priorities. They can edit goal details, track progress, add key results or tasks, and make adjustments as required to ensure the goal remains clear, relevant, and achievable.

Navigate to Apps > Goals.

Perform the following actions based on your role and the goal you prefer to manage:

Role	Navigation
Goal owner (Individual goal)	Go to My Goals > My Goals tab.
Goal assigner (Individual goal)	Go to My Goals > Assigned by Me tab.
Admin (Top-level goal)	Go to Top Level Goals.
Admin (Individual goal)	Click the drop-down, select My Org, and select an employee.
Manager (Direct report’s goal)	Click the drop-down, select a team, and select an employee.

  2.   Click a goal to open the Goal Details page.

The goal cards appear on the left, and selected goal details display on the right.

All fields support in-line editing. Click a field and update it as required.

• Click the goal title, modify it, and click the Tick Icon to save.
• Click Align, select the desired tab, hover over a goal, and click Align.
• Click the goal duration, measurement type, or visibility to edit them.
• Click Add Followers to include people in the goal.

• Click the number of followers to view, remove, or add more followers.
• Click Add Categories, click the drop-down, select categories, and click Save.
• Click Attachments to navigate to that field, where you can add relevant files.

  3.   Click the Overflow Menu at the top right of a goal for additional actions:

Action	Description
Edit	Modify the goal details, add key results or sub-goals, or cascade the parent goal.
Copy and Assign	Duplicate and assign the goal (with or without key results) to others.
Change Owner	Assign a new goal owner or assigner.
Reorder Goals	Change the order of key results (visible if multiple exist).
Manage Weights	Enable weights for key results. 💡Tip: Enable weightage to the goal to add weights to contributors. 📒Notes: This option is available only if the goal has key results. Weightages are assigned to key results, not to goals, and they must total 100%. If no weightages are defined, the system automatically distributes them equally across all key results within the goal.
Add to Meeting	Add a goal to a meeting for discussion with stakeholders or team members. 📒Note: If you have an active subscription to Engagedly’s Meetings module, the Add to Meeting option is available. ⚠️Warning: You cannot create meetings without integrating with Google or Microsoft Calendar. Contact our support team for calendar integration.
Lock or Unlock	Lock the goal to restrict editing, archiving, managing weights, changing the owner, or deleting it. Follow the same steps and select Unlock to unlock the goal at any time and make changes.
Archive	Inactivate the goal to hide it from active views. 📒Note: Archiving a goal does not affect its progress.
Nudge	Send a reminder to the owner or contributors.
Request Feedback	Request feedback on a goal.
Share Feedback	Provide feedback on a goal to the goal owner (not available for your own goals).
Public Praise	Recognize the goal owner’s achievements publicly (not available for your own goals).
📒Note: If you have an active subscription to Engagedly’s Feedback module, the Request Feedback, Share Feedback, and Public Praise options are available.
Remove Alignment	Detach from the parent goal (if aligned).
View Hierarchy	View the goal-key result hierarchy, including contributors and aligned goals.
Delete	Permanently remove a goal (impacts dependent goals). ⚠️Warning: Deleting a goal may impact the progress of dependent goals if any.

After navigating to the goal details page, you can add to-dos, view the check-in history and goal activities, and initiate a discussion.

Add to-dos

After creating goals, the goal creator, assigner, and owner can add to-dos. Admins can add to-dos for all employees' goals, while managers can add to-dos for their direct reports' goals.

Adding to-dos helps you break a goal into actionable, manageable tasks, making it easier to track progress and stay focused. After adding to-dos, you can manage the ones that you create if required. Learn more in Add and manage to-dos within a goal.

After adding and achieving tasks, you can view them by All, Pending, and Completed statuses.

View check-in history

Goal history provides a clear record of goal progress over time, helps you reflect on challenges and achievements, and supports better decision-making during reviews or adjustments.

View goal activities

Goal activities show all updates like added followers, key results, comments, status history, and progress. This helps you stay informed, builds transparency, and makes it easy to track the goal's progress over time.

Initiate a discussion

Initiating a discussion about goals helps clarify expectations, align team efforts, and encourage collaboration. It ensures everyone is on the same page and increases engagement toward achieving the goal. Learn more about Initiating a discussion on a goal.

⚠️Warning: Tagged employees can view the goal details, even if the goal visibility is restricted.