Goals Homepage: Quick Create & Actions

The Goals page allows users to complete quick actions on their goals directly within the Explorer. Simplify the goal process by allowing employees to quickly create, update, and edit their individual goals from the Goals Explore Page context panel. 

Goal actions available in the sidebar:

• Create
• Align Goal to Parent Goal (Cascading)
• Update
• Edit
• End
• Delete
• Reactivate

Before you start

• This article focuses on the context panel found within the List and Cascade views. Users will only be able to complete quick actions for goals they are goal owners for or have edit access to.
• Department heads can quickly 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:
   • Yourself
   • Direct reports
   • Organization
   • Department
   • Company
   • All
3. Click on the goal to open the goal context panel.

 Please note that 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 the top-level 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.

How to 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. 

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.