Use the Goals Dashboard to apply filters and search for goals you have visibility into.
In this article:
Overview
Use the Goals Dashboard to apply filters and search for goals you have visibility into.
Additional Resources:
- How to Use Goals
- Align a Goal
- Mark a Goal as Complete & Reopen a Goal
- Manage Goal Owners, Contributors, and Followers
Access the Goals Dashboard
To access the Goals Dashboard:
- Click Goals in the left-hand navigation menu
Filter & Search for a Goal
By default, the Goals Dashboard displays all the goals that you're associated with, as a Goal Owner, Contributor, or team member. This includes in-progress and draft goals.
To search for a goal:
- A. Goal Search: Enter and search for a goal by keyword or employee; clicking the search bar provides pre-set searches
- B. Due Date: Filter the Goal Dashboard by goal due dates, options include pre-set dates or a custom range
- C. Goal Filters: Additional filters for the goals displayed on the Goal Dashboard:
- Year: Filter goals according to the goal's start and end dates
- Type: Filter goals by goal type, i.e. Organizational, Team, Personal, or Development
- State: Filter goals by goal state, i.e. draft, in-progress, abandoned, etc.
- Alignment: Filter goals by whether they're aligned to a goal or not
- D. Active Filters & Dashboard: The dashboard according to the enabled filters, as indicated by the filter icons
- Click a filter's corresponding x icon to remove the filter
- E. Goal Results: Lists the goals that fall under the filters that you have visibility into
Reset Goal Dashboard Filters
The default state of the Goal Dashboard displays goals for you in the current year.
To reset Goal Dashboard filters to the default view:
- Click Reset
- The filters [Employee Name] and Year: Current are default and remain active