The goals page is an interactive space, called the Goal Explorer, where employees can view, edit, and update their personal goals and see any public goals and their progress. The Explorer offers several visualizations that depict the structure between individual goals and key results and the relationship between cascading goals (if enabled).
To enter the Goals page, select Goals on the discovery navigation.
The Goals Page & Explorer
The Goals page has ten main features for the Explorer. These are shown in the list view below.
These features allow you to:
- Search for a specific goal by owner or keyword
- View goals within a certain time frame
- Filter goals by the owner, type, priority, status, tags, and visibility
- View goal analytics*
- View goal owners
- Sort by the due date
- Export your goals to a .csv file
- Visualize your goals as a list, cascade, or tree (cascade and tree views require cascading goals to be enabled)
- View default saved views
- View custom saved views
*Please note draft goals are not included in the analytics even if a user has applied a filter for draft goals. The count of goals represents unique goals, regardless of how many owners. Lastly, archived users' goals will count only IF they are co-owned by an active employee or part of a cascade of active goals.
Viewing an Individual Goal
When you click on an individual goal within the goal explorer, a sidebar will emerge to the right with additional details.
This sidebar shows the goal owner, due date, and type. If you have aligned the goal to a parent goal, given it a priority, or add tags, you will also see this information here.
If you click again on the goal's name in the sidebar indicated by the red arrow, you will be redirected to a new tab in your browser. From there, you can view a goal's progress timeline, check if it's on track, and see any notes that the goal owner has posted. You can also edit, complete, or delete a goal from this page.
If you have cascading goals enabled, you will have two views in addition to the list view. Follow the steps to enable cascading goals by checking out Turning on Cascaded Goals.
When you enter the Cascade view, you will initially only see parent goals. Clicking on the small triangle to the left of the goal title indicated by the red arrow below will expand your view to display any aligned child goals. You can also use the search bar and filter to find a goal of any level without manually clicking through each layer.
In the image above, the arrows show the structure between:
- Company goals
- Department goals
- Individual goals
- Key results for individual goals
You can continue to expand each goal until you reach the key results for individual contributor's goals. You can have as vast a network of interconnected goals based on your company needs.
When entering tree view initially, you will only see parent goals (1). By clicking the grey bubble containing the number of aligned goals and the > symbol, you will expand the goal structure to see a second layer (2). You can continue to expand these layers to display individual goals (3) and their key results (4).
Due to the tree view's enhanced visualizations, the search and filter functions in this view only apply to top-level goals.