Goals help turn goal-setting into real, visible progress. Employees and collaborators can create, manage, and update goals anytime, not just during a 1:1. Each goal can be tied to company values or key initiatives, and includes status tracking, start/end dates, and a full timeline of related activity like feedback and recognition.
Managers get clearer visibility. Admins get alignment data. And employees get a more meaningful, connected sense of purpose as they grow.
To manage your goals, visit the Goals page (Growth > Goals).
Create a Goal
To create a goal:
Click the Create new button or the Create goal button.
Complete the Goal title and Goal details fields. Click Advanced options to view additional fields.
Complete the following fields:
Supporting Initiative: Select a supporting initiative from the dropdown.
Company values: Select one or more company values.
Current status: Select a status option from the dropdown.
Start date and Target date: Select start and target dates from the date pickers.
Collaborators: Search for and select collaborators.
When you're done, click the Save goal button at the bottom of the Create new goal window.
Your newly created goal will appear under your list of goals.
Updating a Goal
To update a goal:
Go to your Goals page (Growth > Goals).
Find and click the goal you'd like to update.
Use the Goal details panel to perform the following actions:
Update goal status: Click the status dropdown at the top of the panel and select a status option.
Add an update: Use the Goal History text field to add an update to your goal. Click Post update to add the update to your goal.
Discuss in 1:1: Click the Discuss in 1:1 button to add the goal to your 1:1.
Edit or Delete a Goal
To edit or delete a goal:
Go to your Goals page (Growth > Goals).
Click the ellipsis icon in the top right-hand corner of the goal you'd like to edit.
To delete the goal, select Delete goal. To edit the goal, select Edit goal from the dropdown. Make an necessary changes and then click Save goal.
