Tracking and Managing your Goals
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 and visually see your progress towards achieving your goal.
To check off a milestone, select the goal, and check the milestone that has been accomplished. When you check a milestone, 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
Track your goals as they evolve over time.
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.
Managers and goal owners can also leave a note on a goal via the Activity Feed.
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
Changes made in the Activity Feed appear with a link "See what's changed." Click the link to open a dialogue that displays the change.
Editing your goals
Keep up with your goals, and make sure they are accurate 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 to update your progress and keep everyone in the loop.
As a manager, you can share your knowledge or thoughts on a goal by leaving a note, and the goal owner will be notified.
To add a note to your goal, click on the Goal from the Goals tab and 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.
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
- Goal report (manager only)
Learn more on how to manage your notification settings in Impraise here.