Manage Goals
      Back to home
      1. Help Library
      2. Goals
      3. Manage Goals

      How to Update Goals

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

      In this article:

      Update Goals

      To update a goal from the Goals 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, in Figure A enter context or additional information, update the goal's overall status, and specify whether the update is posted to the Activity Feed or not
      3. Update key result progress and status (Figure B):
        • Enter the new total value in the New Total field to update the goal progress
        • 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, attach flair to the update with images or GIFs
      5. 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 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. Specify whether the update is posted to the Activity Feed or not
      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