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by Fred Pukay
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Keep in mind, the nomenclature of your Organization may differ. As a gentle reminder, Goals and Objectives refer to the same thing, and Key Results and Milestones are the same. 

How do I edit an Objective?

On the “Objectives” page, click on the “...” button next to an objective you would like to edit > Select the “Quick Edit” option > Make updates on the right-hand side of the page > Save your changes.

How do I edit a Key Result?  

On the “Objectives” page, click on an objective to expand the list of key results > click on the “...” button next to the key result you would like to edit > Select the “Quick Edit” option > Make updates on the right-hand side of the page > Save your changes.

How do I update my filters?  

Click the “Show Filters” option above your objective list > Click on the X next to active filters to remove them or click the + plus sign to add more > Select from the filter menu additional filters for your view > Click the “Save as new” button to create a new saved view.

How do I see comments on an Objective?  

On the “Objectives” page, click the “Details” option on an objective to expand the detail page > You should now be able to see the comments.

How do I leave comments on an Objective?

On the “Objectives” page, click the “Details” option on an objective to expand the detail page > The “Comments” option should now be visible in the pop-out window > Type your text in the available text box > Click the “Comment” button to submit your comment.

How do I assess an Objective?  

On the “Objectives” page, click the “Details” option on an objective to expand the detail page > Select the “Assessments option in the pop-out window > Click the “Assess” button and add your ratings/comments > Click the “Save” button.

How do I clone, delete, or end early?

On the “Objectives” page, click on the “...” option next to any objective or key result that you own > Select clone, delete, or end early.

What is the difference between Objectives and Objectives I contribute to?

Objectives that you own directly will show up in the “Objectives” list. If you own a key result or have an objective that is aligned to another objective, it will show up under the “Objectives I Contribute To” list.

How do I change owners and reassign?  

Click on the profile picture or initials next to the objective or key result you’d like to re-assign > Search for the person you would like to re-assign the item to and click on their name. 

How do I change alignment?  

On the “Objectives” page, click on the “...” option next to any objective that you own > Click the "Quick Edit" button > Click on the "Alignment" option in the details page > Click "Align this objective to another" > Select a new objective, click save, and then save again.

How do I change permissions?  

On the “Objectives” page, click on the “...” option and select “Quick Edit” > Scroll to the “Permissions” section on the right-hand detail section and click on it > Click on “Permission Settings” > Click Change to change privacy or roles on the objective > Click save and then save again. 

How do I add a view?  

On the "Objectives" page, click the "+" sign > Choose your filter (for example, Department and support) > Click "save as new" twice > Choose a name for the view > Click save.

How do I change the time period/due dates?  

On the “Objectives” page, click on the “...” option and select “Quick Edit” > Change the due date in the details panel on the right-hand side > Save your changes. 

How do I update progress or “check in” for Goals that are updated manually?

On the “Objectives” page, click on the objective you’d like to check in > Click “Update Progress” > Add a value to the open field > Click the “Submit” button to confirm your changes.

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