Manage a Goal

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This article covers how line managers can view, edit, delete, and remove people from a goal they’ve set for a direct report, from Manage > Goals. If you want to manage your own personal goals instead, see Editing and Deleting Goals.

View a Goal’s Progress

Each goal on the Manage > Goals screen shows its overall completion percentage, assigned Skill, Due date, and the People it’s assigned to.

Click View [#] person below a goal to expand the list of everyone assigned to it. For each person, you’ll see their task progress (for example, 0/1).

Remove a Person from a Goal

  1. On the goal, click View [#] person to expand the list of assigned people.

  2. Next to the person you want to remove, click the ellipsis (...) in the Actions column.

  3. Click Remove.

  4. Click Confirm.

The person is removed from the goal and no longer needs to complete its tasks. Removing the last person from a goal will also delete the goal itself.

Edit a Goal

  1. In Manage > Goals, click the ellipsis (...) next to the goal you want to edit.

  2. In the popup, click Edit goal.

You will be redirected to the Edit goal screen, where you can update the goal’s title, Skill, Due date, and description, and manage the People, Tasks, and Settings tabs.

Delete a Goal

  1. In Manage > Goals, click the ellipsis (...) next to the goal you want to delete.

  2. Click Delete goal.

  3. In the Delete this goal popup, click Confirm.

The goal is permanently deleted and all progress towards it is lost. Tasks that were already completed before deletion are unaffected.