Goals
Manage goal progress
Check in on active goals and manage their lifecycle.
Open a goal card to review its key results, progress and relationship to parent or sub-goals.
Check in
Select Check-in on an active goal. Update the result values and add the context requested in the drawer, then submit the check-in. The goal's progress and last check-in information update from the new values.
Close and reopen
Use Close when work on the goal is finished or no longer active. A closed goal remains available for reporting and can be Reopened if work resumes.
Other actions
The goal menu provides:
- Edit — update editable details and key results.
- Duplicate — create a new goal from the current goal's structure.
- Delete — permanently remove the goal after confirmation.
- Sub-goals — inspect goals aligned beneath the current objective.
For people goals, admins can also manage weight utilization so the employee's goal weights remain intentional.
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