How to Update Goals

Users can update a goal at any time via the Goals Home page or from the Home page.

In this Article:

How to Update a Goal from the Goals Page

Navigate to your goal by clicking Goals in the left-hand sidebar. Find a list of goals at the bottom and select the goal you wish to update.  16-Feb-11-2022-06-34-47-45-PM

This will take you to the Goal Details page where you can update and edit your goal.

From here there are two ways to update the progress of your goals:

  • A: Easily update single Key Results by clicking Update next to the target Key Result.
  • B: Clicking Update Goal expands a dropdown of all Key Results to easily see and update all of your Key Results.
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A: Updating Key Results Individually

Clicking Update will open the modal seen below.

You can enter the new total value in the New Total field to update progress. For example, say you check your subscription revenue once a week, each week you can enter the new total and the goal will update with your progress reflected in the progress bar under Preview. 

Goals can also be updated incrementally under Change (-/+). This is useful for consistent quick updates. For example, if you closed on a $135k sale, you can simply enter 135,000 into the Change (-/+) field and the goal will be updated. Also, if lose a customer or otherwise experience a negative value, enter a - (minus icon) before the value to reflect a reduction.  

By default, updates to any goals will be posted in the Home Newsfeed. If you don't want your updates to be public on the Newsfeed, click the Post to this page only ☐ checkbox. This will still create update posts on the Goal Details page only, but will only be viewable by those with access to your goal, your uplines and admins.

To add additional context or media, click Add Description and Media to include a brief description or add images, videos, etc. to your goal update. 

Once you have updated your goal progress, click Update to finalize your changes. 

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B: Seeing and Updating All of Your Key Results

To view and update all of your Key Results conveniently, click Update Goal. 

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This will expand the goal where you can update various aspects of a goal. 

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In the Describe the progress... text field, enter a brief description of the progress you've made on your goal. To the right is a status dropdown where you can update your goal-completion status and choose between On Track, At Risk, Off Track or the default, No Status. 

There is also a Post to this page only ☐. Check this box to keep your updates private to only those with access to your goal i.e. your upline and admins. Otherwise, goal updates will be posted to your Home Newsfeed. 

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You can enter the new total value in the New Total field to update progress. For example, say you check your subscription revenue once a week, each week you can enter the new total and the goal will update with your progress reflected in the progress bar under Preview. 

Goals can also be updated incrementally under Change (-/+). This is useful for consistent quick updates. For example, if you closed on a $135k sale, you can simply enter 135,000 into the Change (-/+) field and the goal will be updated. Also, if lose a customer or otherwise experience a negative value, enter a - (minus icon) before the value to reflect a reduction.  

You can also add images or YouTube videos by clicking the icons at the bottom. 

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Once you have updated your goals, click Update.

How to Update a Goal From Your Home Page 

From your Quantum Workplace Home Page, above your newsfeed click Post an Update.

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In the field, What have you been working on lately? enter a brief description or context that you would like shared alongside your goal update.
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In the Update a goal with this post? dropdown, select which of your goals to update. Clicking a goal will expand the goal's Key Results in the same page where you can update each Key Result specifically. 

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You can update each Key Result by entering the updated total value under New Total or enter the just the additional value under Change(-/+). The progress bar under Preview will reflect the progress you've made or lost, if you enter a negative value. 

If you wish, you can also attach the URLS of images or YouTube videos, or upload your own images for context or flair. Do this by clicking the appropriate buttons under Add image or Youtube video underneath the Key Results. 1-3

By default, goal updates are made public and visible to your organization in the Home Newsfeed. To keep goal updates private, click the Post to goal page only icon. Please note, even with this checkbox checked, those with goal permissions, your upline and admins can see goal updates by navigating to the specific Goal Details page. 

Once you're satisfied with your goal updates, click Update to finalize your progress.