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Update Goal Progress

Anna
  • Updated

Employees can update their goals as they continue to make progress. There are three ways to add progress to Goals:

Learn more in Understand Goal Progress and Statuses.

Add progress from the Goal Explore page's context panel

Add progress from the goal's context panel without leaving the Goal Explore page.

  1. Navigate to Goals > Find and click on your goal to open the context panel.
  2. Click Update progress.Goal Explore page. The context panel for a goal is open. An arrow points to the Update Progress button.
  3. Within the What's new? textbox, add a progress update.
  4. (Optional) If the goal is a measurable (dollar, number, percent) key result, you can add an Increment or Total amount towards your measurable goal under What's the new amount?. Learn more in Update Goal Progress: Increment vs. Total.
  5. Select one of the following for goal Status:
    • On track
    • Progressing
    • Off track
  6. Update any supporting goals or mark Complete. 
    • Note: As a goal owner of the parent goal, you can add progress to supporting goals tied to your parent goal regardless if you are not the goal's owner.
  7. Click Post update.

Add progress from the Goal Details page

  1. Navigate to Goals > Find and click on your goal to open the context panel.
  2. Click on the Goal title to open the Details page. Goal Explore page. The context panel for a goal is open. An arrow points to the goal title within the context panel.
  3. Scroll down to the Timeline section.
  4. Within the What's new? textbox, add a progress update.
  5. (Optional) If the goal is a measurable (dollar, number, percent) key result, you can add an Increment or Total amount towards your measurable goal under What's the new amount?.  Learn more in Update Goal Progress: Increment vs. Total.
  6. Select one of the following for goal Status:
    • On track
    • Progressing
    • Off track
  7. Update any supporting goals or mark Complete. 
    • Note: As a goal owner of the parent goal, you can add progress to supporting goals tied to your parent goal regardless if you are not the goal's owner.
  8. Click Post update.
Note: If you want to add a What's new? summary to a supporting goal, add progress directly from the supporting goal's own Goal Details page by clicking into it from the Supported by list. 

Add progress from the Goals Update Screen

Updating goals via the Goals Update Screen allows you to view all goals that need updating in one place instead of searching and clicking on separate goals. 

Learn more in Update Multiple Goals.

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