Manage a goal

Goal creators, assigners, and owners can manage goals to keep them updated and aligned with changing priorities. You 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:

1. Click a goal to open the "Goal Details" page.

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

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

Actions you can perform:

• Click the goal title, modify it, and then 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, open the drop-down, select categories, and click Save.
• Click Attachments to upload relevant files.
• Click Update on the right side of a goal to update its progress, including all key results.
• Hover over the status of the key result and click Update, make the necessary updates, and click Save. Learn more in Add and manage key result.

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

• Edit: Modify goal details, add key results or contributing goals, or cascade the goal.

• Copy and Assign: Create a copy of the goal (with or without key results) and assign it to multiple employees.

  When you copy and assign a goal, you can:

  • Retain the original goal level, or
  • Change it to an individual goal for the assignee

           When you copy a goal, define how the copied goals relate to the parent goal:

• • Align to copying goal: The copied goal is aligned under the parent goal.
  • Contribute to copying goal: The copied goal is aligned and marked as a contributor, indicating their progress impacts the parent goal.
  • No option selected: The copied goal is independent, without alignment or contribution to the parent goal.

• Change Owner: Assign a new goal owner or assigner.
• Reorder Goals: Change the order of key results (available when multiple key results exist).
• Manage Weights: Enable weights for key results to define how each key result contributes to the goal’s overall progress.
  You can manage weights only when the goal uses percentage or quantity measurement types with “Increase to” or “Decrease to” measurement logic.

• Add to Meeting: Add the goal to a meeting for discussion with stakeholders or team members.

• 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: Hides the goal from active views, making it no longer visible in your current goal list.

• Nudge: Send a reminder to the owner or contributors.
• Request Feedback: Request feedback on a goal (available for a goal creator, owner, and assigner).
• Share Feedback: Provide feedback on a goal to the goal owner (available to others with goal visibility, but not available for your own goals).
• Public Praise: Recognize and appreciate the goal owner’s achievements in a public forum within the organization (available for others' goals).

• Remove Alignment: Detach the goal from the parent goal. The goal is no longer aligned (available if the goal is aligned).
• View Hierarchy: Understand how a goal is organized with its key results, contributors, and aligned goals.

• Delete: Remove the goal permanently.

Additional actions

After opening the "Goal Details" page, scroll down to add tasks, view the update history and goal activities, and initiate a discussion.

Add tasks

After creating goals, the goal creator, assigner, and owner can add tasks to their goals. Adding tasks helps you break a goal into smaller, actionable, and manageable tasks, making it easier to track progress and stay focused. After adding, manage the tasks you have created if required. Learn more in Add and manage tasks within a goal.

View update 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, including goal details, added followers, key results, comments, status history, progress, and backdated updates with a timestamp. The activity log captures every action performed on a goal. It keeps you informed, builds transparency, and makes it easy to track 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.