Once you've set up a goal you can edit, add notes, update your goal status and track goal changes.
Using Milestones to track your Goal progress
Check off milestones as you reach them to see your progress.
To check off a milestone:
- select the goal from the Goals tab
- check the milestone that has been accomplished
A blue progress bar will appear, and once all milestones are check you will see an option to mark your goal as completed.
All changes made to a goal will be tracked in the 'Goals Activity Feed'.
Goals Activity Feed
The Goal Activity Feed sits beside each goal in Impraise. Whenever a goal owner or their manager edits a goal, their changes are listed in the activity feed and can be viewed by anyone who has access to the goal.
What does the Activity Feed track?
- Completing, closing, or reopening of a goal
- Marking a milestone as complete or incomplete
- Edits to the goal title, privacy setting, description, or deadline
- Adding or editing a new milestone
- Changes to goal status
- Notes left on a goal
Editing your goals
Make sure your goals relevant by editing them as needed.
After a goal is created, you can edit the:
- Title and description
To do so, click on your goal and select the three-dot menu icon in the upper right corner. Chose the relevant editing option from the drop-down.
Add notes on a goal
Write a note on your goal or your direct report's goal to update your progress and keep everyone in the loop.
To add a note to your goal:
- click on the Goal from the Goals tab
- leave a note in the notes field on the right side of the screen above the activity feed.
- Click 'Send' to add the note into your Goal activity feed.
If you have goal note notifications turned on, you and your manager will receive an email notification with the goal note.
Goal Status is a lightweight method of indicating your progress towards achieving your goals.
A goal status can either be "on track" or "revisit" and the goal status displays clearly on both the goal overview page, as well as on the goal itself.
The goal status can be edited by you as the goal owner or your manager. You have an option to leave a note when changing the status. When you update your goal status it will show in the Activity feed and your manager is notified via an email notification.
You can also choose to close your goal, or permanently delete it. By closing your goal you are not marking it as completed, but you are removing it from your In progress or Overdue list.
If a goal deadline date has passed, the goal becomes 'overdue' and an 'overdue' label appears next to the goal.
Request a 1:1 from a goal
Request a 1:1 with your manager from a specific goal to realign, overcome an obstacle and get back on track. Read more about requesting a 1:1 here.
You can customize when you receive notifications on changes made to your goal via the Settings page.
- Goal status change
- New note on a goal
Learn more on how to manage your notification settings in Impraise here.