Use & Manage Goals
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      Update Goals & Track Goal Activity

      As a Goal Owner or Contributor, learn how to update your goals and optionally, track and share your progress with your organization.

      In this article:

       

      Overview

      As a Goal Owner or Contributor, learn how to update your goals and optionally, track and share your progress with your organization.

      Use the Goal Activity Feed to stay up-to-date with recent updates to key results and goal completion. 

      Requirements

      • Updating goals is limited to the goal's Owner & Contributor(s)

      Update Goals

      To update a goal from the Goal's Detail Page: 

      1. Click Goals in the left-hand navigation menu 
      2. Identify and click the goal to navigate to the Goal Details page
      3. There are two ways to update a goal from this page: 
        • A. Multiple Key Results: Click Update Goal to view all of a goal's Key Results and make updates to more than a single Key Result
        • B. Individual Key Results: Click Update for the corresponding Key Result to make quick updates to an individual Key Result

      Update Multiple Key Results

      To update a goal via a menu with each key result: 

      1. From the Goal Details page, click Update Goal to expand a menu with all of the goal's key results
      2. Optionally, enter information for the following fields in Figure A
        • Describe the progress: Enter context or additional information for those viewing the update post
        • Goal Status: Click and expand the drop-down menu to select a goal status, i.e. Off Track, At Risk, On Track, or No Status
        • Visibility: Toggle to specify if goal updates are limited to the Goal Detail page or visible to the organization via the homepage's Activity Feed, learn more
      3. Update key result progress in one of two ways (Figure B):
        • Enter the new total value in the New Total field to update the goal progress
          • For example, according to the example goal above, if revenue is increased by $2,000, enter 1,114,000 (1,112,000 + 2,000) to represent the new total
        • For incremental changes, use the Change (-/+) field
          • For example, according to the example goal above, if revenue is increased by $2,000, simply enter 2000 into the Change (-/+) field to represent the goal progress. Alternatively, enter the minus icon before the value to represent negative progress
      4. Optionally, click the Status drop-down to adjust the goal's status
      5. Optionally, attach flair to the update with images or GIFs (Figure C)
      6. Click Update to finalize goal updates

      Update Individual Key Results 

      To update an individual key result for a goal: 

      1. From the Goal Details page, click Update for a corresponding key result to open a modal
      2. Update progress by adjusting the New Total or Change value
        • Enter the new total value in the New Total field to update the goal progress
          • For example, according to the example goal above, if revenue is increased by $2,000, enter 1,114,000 (1,112,000 + 2,000) to represent the new total
        • For incremental changes, use the Change (-/+) field
          • For example, according to the example goal above, if revenue is increased by $2,000, simply enter 2000 into the Change (-/+) field to represent the goal progress. Alternatively, enter the minus icon before the value to represent negative progress
      3. Toggle the Visibility option to specify if goal updates are limited to the Goal Detail page or visible to the organization via the homepage's Activity Feed, learn more
      4. Optionally, click + Add Description and Media to expand a field where you can enter additional information and/or add images or GIFs to the update post
      5. Click Update

      Goal Activity

      On the Goal Details page, the Recent Activity section provides a feed of goal updates visible to the Owner, Contributor(s), and Follower(s). 

      By default, the Recent Activity feed only displays the goal updates. Each update post includes the user and date of the update, the key result change, and if included, the description. 

      Goal Update Visibility

      See the following image to distinguish between an update that posts only to the Goal Details page, or to the organization via the homepage's Activity Feed.

      • Figure A is an example of an update restricted to the Goal Details page
      • Figure B is an update that appears on the Goal Details page, as well as on the homepage's Activity Feed

      Goal Activity Log

      Optionally, enable the Show All Activity toggle to include additional goal detail edits in the feed. Adjustments to the Goal Details page such as updated due dates, updated Goal members, etc. will appear alongside the goal updates. 

      To include all goal activity in the Recent Activity feed:

      1. From the Goal Details page, click and enable the Show All Activity toggle