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:
- Click Goals in the left-hand navigation menu
- Identify and click the goal to navigate to the Goal Details page
- 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:
- From the Goal Details page, click Update Goal to expand a menu with all of the goal's key results
- 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
- 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
- Optionally, attach flair to the update with images or GIFs
- Click Update to finalize goal updates
Update Individual Key Results
To update an individual key result for a goal:
- From the Goal Details page, click Update for a corresponding key result to open a modal
- 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
- Specify whether the update is posted to the Activity Feed or not
- 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
- Click Update