How to Use Goals


Why Use Goals?

Most organizations set goals in some form to measure organizational performance, but goals are about more than your company's bottom line. As an employee, setting an effective goal can help you focus your attention on what is most important and prioritize your workflow accordingly. Using Goals in Quantum Workplace can help give you visibility into how your colleagues are contributing to the organization's success--- and conversely, can help bring your contributions to light. 

Goals Home Page

After logging into your Quantum Workplace account, click on Goals from the top menu to view your Goals Home Page. 

Your Goals Home will display any goals that you are associated with (e.g., goals that you own or have been given visibility into). If your organization is new to using Goals, you might not be associated with any goals yet. In this case, your Goals Home page will look like this: 

If you have already been added to goals,  your Goals Home will display all of the goals that you're associated with. You can click on the text of any goal to view complete details for that goal. 

Creating Goals

To create a goal, click the blue Create a New Goal button in the top right corner of your Goal Home Page. In order to create a goal, you will need to provide a title for your goal as well as the key results that you'll track/update to measure your goal's success. 

You'll also need to decide on the Goal Type, designate any contributors to the goal, select a due date, and decide whether the goal should be visible to anyone in your company or only visible to you and your upline (public vs. private). 

Goal Type

You will need to designate every goal you create as either a Personal Goal or a Development Goal. Personal Goals relate to your job performance (e.g., what you aim to achieve in your role), whereas development goals are more about growth. Development goals are typically skills you want to develop or areas where you want to grow your knowledge. 

If you're a manager, you'll also have the option to create Team Goals, or goals that part or all of your team are working towards together. When you create a Team Goal, you will need to add your teammates as Contributors if you want them to see the goal on their Goal Home and get notified of updates you make to the goal. 


Goal Owners, Contributors, and Observers

Owners: By default, you will be the owner of any goal you create. However, you can remove your name under Goal Owner to designate a different person as the owner of that goal. There can never be more than one Goal Owner.
Slide 20

Contributors: Contributors can make updates to the goal. They will receive an email notification when you add them as a contributor. 

Observers: Observers have visibility into a goal but cannot update a goal. You can add Observers to a goal that's already been created, but cannot add Observers when you initially create a goal. Goal Observers will be notified via email when you add them to the goal.


For step by step instructions on creating a goal, click here

Viewing and Updating Goals

Creating a goal creates a Goal Page from which you can view and update that goal. From this page, you can:

  1. Update your goal.
  2. View the current progress against the goal.
  3. View all prior updates to the goal.
  4. See if the goal is aligned with (associated with) any other goals.
  5. View and add goal contributors and observers. 

Even if you're not the owner of a goal, you can still view its Goal Page. Just click on the text of the goal (from your Goals Home) to open it. 

Searching for Goals

Within your Goals Home, you can search for any public goals in your organization using the Shortcuts and Search Options on the right hand side. You can search for goals using every field in the Search Options panel. In the People field, you can enter the name of any coworker to see goals that are associated with them.

You can also search for goals that contain a specific keyword:

To remove search terms, click the Clear button under Search Options or "X" out the specific search terms from the top left. 

Once you've located a goal you want to view, click on the text of the goal to view the individual Goal Page.