Assign Goals & Key Results

For new or existing goals, assign goals and key results to colleagues. 

In this article:

• Overview
• Create a Goal on Behalf of a Colleague
• Assign an Existing Goal to a Colleague
• Assign a Key Result to a Colleague

Overview

For new or existing goals, assign goals and key results to colleagues. 

Additional Resources:

• Create Goals
• Use Goals
• Goals Best Practices
• Recording: How to Use Goals

Create a Goal on Behalf of a Colleague

Once a goal is launched with a colleague as the Goal Owner, they are notified via an in-app and email notification of their status as the Goal Owner. 

To create a goal on behalf of a colleague: 

1. Click Goals in the left-hand navigation menu
2. Click Create a New Goal in the top-right 
3. Configure the goal up to the Users step
4. From the Users step, in the Owner field, remove your name and enter the user who should be the Goal Owner
5. Continue to configure and launch the goal

Assign an Existing Goal to a Colleague

For an existing goal, Goal Owners can reassign a goal they currently own to another colleague. Additionally, any upline manager of the current Goal Owner or an admin user can also reassign Goal Owners.

Once a goal is reassigned, the former Goal Owner becomes a Goal Contributor.

To assign or reassign a goal to a colleague: 

1. Click Goals in the left-hand navigation menu
2. Click on the goal and navigate to the goal's Goal Details page
3. From the Owner, Contributors, and Followers card, click the ⋮ icon for the corresponding user, who must be a Contributor or Follower, to open a menu of additional options
   • Learn how to add a user to a goal as a Contributor or Follower
4. Click Make Owner 

Assign a Key Result to a Colleague

As a Goal Owner or Contributor, assign a key result to a colleague.

The Goal Owner, other Contributors, and admin users can still update key results they aren't assigned to.

To assign a key result to a colleague:

1. Click Goals in the left-hand navigation menu
2. Click on the goal and navigate to the goal's Goal Details page
3. Click the key result's corresponding ⋮ icon to open a menu of additional options
4. Click Edit Settings
5. In the Key Result's Owner field, enter and select the user
   • If not already included in the goal, Key Result Owners are added to the goal as Contributors
6. Click Save