Update progress and follow a goal

Everything about a single goal happens on its goal page: recording progress, moving the status forward, discussing it in comments and keeping a full history of changes. This page describes each part of the goal page and each action.

Before you start

• You can view a goal if you are its assignee, one of the assignee's managers (direct or indirect), its creator, or an admin (scoped admins: employees of their population).
• You can update a goal (value, status, comments, edit, related items, delete) if you are its assignee, the assignee's direct manager, a scoped admin (for their population) or an admin.
• If you don't have update rights, the page is read-only: the status tag isn't clickable and the Update current value button is hidden.

Open a goal

Click a goal in Goals › My Goals, Goals › Team Goals, the Dashboard, the home page or an employee profile. You can also follow the View goal link of a notification email.

If the page shows "This goal could not be found", the goal may have been deleted, or you may not have access to it.

What the goal page shows

• Back button (for example Back to my goals, Back to team goals, Back to dashboard) that returns to where you came from.
• The goal title, its Deadline, and its status tag.
• Related: chips for the linked review cycles or campaigns (see Goals and skills reviews).
• The people: Assignee, Responsible and Creator.
• The progress block: a bar from start to finish, and the Starting value, Current value and Goal value. For Multi-choice goals, the goal value shows the target option, or "N possible answers" if several options count.
• Update current value button.
• Description, if one was written.
• At the top right: the history icon (opens Last events) and the three-dot menu (Edit goal, Set related items, Delete goal).

Progress bar colours

Update the current value

1. On the goal page, click Update current value.
2. Depending on the indicator type:
   • Number or Percent: type the new value in Current value. It must be a whole number, zero or more.
   • True/False: pick one of the two values (for example "Not done" / "Done").
   • Multi-choice: pick the option that describes the result.
3. Optionally add a Comment explaining the update (it is saved with the change in the history).
4. Click Save. The message "Goal value has been updated." confirms it.

What happens:

• The progress bar, completion tag and Last events are updated.
• The goal counts as achieved when the current value equals the goal value (Number, Percent, True/False) or when the option picked is one of the target options (Multi-choice). The history then shows a trophy and "Goal achieved !".
• If someone other than the assignee (for example the manager) records the value that achieves the goal, the assignee receives a "Goal achieved" notification, push and email.

Change the status

1. Click the status tag under the title (it shows No status selected if none is set).
2. Pick a status from the list. The list shows your company's statuses in order; if none exist it shows "No statuses available".

The change is saved immediately and logged in Last events. Admins can also change statuses by dragging goals on the Dashboard Kanban board.

Comment and read the history

1. Click the history icon at the top right. The Last events panel opens.
2. Read the timeline: each entry shows who did what and when, with the old and new values where relevant.
3. To comment, type in Add a comment at the bottom of the panel and press Enter or click the send icon.

Events you can find in the history:

A comment never changes the current value.

Edit a goal

1. Open the three-dot menu (on the goal page, or on the row in My Goals / Team Goals) and choose Edit goal.
2. Change the Title, the description or the Due date.
3. Click Save. "Goal has been updated successfully." confirms it.

The assignee, the indicator type and the starting and goal values can't be edited.

Change the responsible

1. On the goal page, hover over the Responsible person and click the pencil icon (Change responsible).
2. In Edit responsible, search a person with Search by name.
3. Click Save.

Set related items

Use Set related items (three-dot menu) to link the goal to the skills review cycles the assignee took part in. See Goals and skills reviews.

Delete and restore a goal

1. Open the three-dot menu and choose Delete goal.
2. Confirm in "Goal will be deleted". Deleted goals are kept for 30 days, then permanently deleted.

If you deleted a goal that isn't yours, the assignee receives an email telling them the goal was deleted.

To restore it, go to My Goals or Team Goals, open the page menu and choose View deleted goals, then Restore. Opening a deleted goal shows a read-only page with Restore and, for scoped admins and admins, Delete permanently ("This is a permanent action.").

Common questions

The Update current value button is missing.

You don't have update rights on this goal (for example you are an indirect manager, or the creator but not the assignee's manager), or the goal is deleted.

The value I type is refused.

For Number and Percent goals, the current value must be a whole number, zero or more (no decimals, no negative values).

I reached my goal but the status still says In progress.

The status is a separate workflow label. Click the status tag and pick the completed status.

Can I change the goal value once the goal is created?

No. Create a new goal with the right values, then delete the old one if needed.

Can I edit or delete a comment?

Comments on goals can't be edited or deleted. Add a new comment to correct information.