The Goals Homepage 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:
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
Step 1: To create a goal, enter the Goals Homepage from the discovery navigation.
Step 2: Click on the desired goal to open the sidebar.
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 goal button for the full page editor
- Using the top-level +Create goal button to quick-create
Step 1: To quick-create a goal, click the top-level + Create goal button.
Step 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 How to Create a Goal.
Step 3: Publish.
If goal differentiation is enabled, you will see the option to create an objective instead. Learn more in How to Create an Objective with Goal Differentiation.
Create a key result
Step 1: To quick-create a key result, select the desired goal or objective you would like to add a key result to.
Step 2: Click + Create key result.
Step 3: In the right-hand sidebar, fill out the relevant fields to create your key result. For an in-depth explanation of each field, check out How to Create a Goal.
Step 4: Publish.
If goal differentiation is enabled, you will be able to create a key result from the top-level as well. Learn more in How to Create a Key Result with Goal Differentiation.
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
Step 1: Select the desired goal.
Step 2: Click Update progress within the sidebar.
Step 3: Add progress made in the "What's new?" section and assign the goal as Off track, Progressing, or On track.
Step 4: Post update.
Learn more about updating a goal or key result.
Edit a goal or key result
Step 1: Select the desired goal.
Step 2: Click on the pencil icon to edit.
Step 3: Make your edits within the sidebar editor.
Step 4: Save.
Learn more about editing a goal or key result.
End a goal or key result
Step 1: Select the desired goal.
Step 2: Click on the checkmark icon to end.
Step 3: Mark your goal as Complete or Incomplete.
Step 4: End goal.
Learn more about ending a goal or key result.
Delete a goal or key result
Step 1: Select the desired goal.
Step 2: Click on the trashcan icon to delete.
Step 3: Confirm and Delete goal.
Learn more about deleting a goal or key result.
Reactivate and ended goal or key result
Step 1: Select the desired ended goal.
Step 2: Click on the Reactivate button.
Learn more about reactivating a goal or key result.