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Goals Explore Page: Quick Create & Actions

Dianmarie
  • Updated
Create, update, delete, and complete goals directly in the Goals Explore Page

The Goals Explore page allows users to complete quick actions on their goals directly within the Explorer. Simplify the goal process by quickly creating, updating, and editing individual goals from the Goals Explore Page context panel. 

Goal actions available in the sidebar:

Before you start

  • This article focuses on the context panel found within the List and Cascade views.
  • Users can only complete quick actions for goals they are goal owners for or have edit access to.
  • Department heads can create a goal within the Department goals filter, while admins and company goal creators can create a goal within the Department and Company goals filters. 

Quick actions in the Goals homepage

  1. To create a goal, enter the Goals page from the discovery navigation. 
  2. Choose a preset filter to view goals owned by:
    • Your goals
    • Direct reports
    • Organization
    • Department
    • Company
    • All
  3. Click on the goal to open the goal context panel. 

Note: Available fields may be different depending on the settings set by your admin. 

Create a goal

There are two places you can create a goal within the Goals Homepage:

  • Using the Create button for the full page editor
  • Selecting a parent goal and clicking Insert objective or Insert key result buttons to quick-create.

To quick-create a goal:

  1. Click on the parent goal and click on the Insert objective or Insert key result button.
  2. In the right-hand sidebar, fill out the relevant fields to create your goal. For an in-depth explanation of each field, check out Create a Goal.
  3. Publish.

Goal explore page open to the Your goals section. Top level parent goal has been selected. A square highlights the Insert Objective and Insert Key Results buttons. The goal context panel is open.

Align a goal to parent goal (Cascading)

If goal differentiation and cascading goals are enabled, you will have the option to edit your goal and align to an objective or key result within the context panel. 

  1. Select the desired goal to open the goal context panel.
  2. Click More > Edit.
  3. Within the Work toward another goal at the company section, select Choose goal. 

Update a goal or key result

  1. Select the desired goal to open the goals context panel.
  2. Click Update progress.
  3. Add progress made in the What's new? section and assign the goal as Off track, Progressing, or On track.
  4. Post update.

Learn more about updating a goal or key result.

Edit a goal or key result

  1. Select the desired goal to open the goal context panel.
  2. Click More > Edit.
  3. Make your edits within the editor.
  4. Save.

Learn more about editing a goal or key result.

End a goal or key result

  1. Select the desired goal to open the goal context panel.
  2. Click More > Edit.
  3. Mark your goal as Complete or Incomplete.
  4. End goal.

Learn more about ending a goal or key result.

Delete a goal or key result

  1. Select the desired goal to open the goal context panel.
  2. Click More > Delete.
  3. Confirm and Delete goal.

Learn more about deleting a goal or key result.

Reactivate and ended goal or key result

  1. Select the desired ended goal to open the goal context panel.
  2. Click on More >  Reactivate.

Learn more about reactivating a goal or key result.

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