Creating Goals
Click "+ New Goal" button
Fill in details:
Title (your objective)
Icon (choose emoji like π― π π°)
Owner (who's responsible)
Deadline (target completion date)
Add Key Results (click "+ Add Key Result"):
Name (what you're measuring)
Current (starting value)
Target (goal value)
Unit (dollars, percent, count, etc.)
Save Goal - Appears in your Goals dashboard
Tracking Progress
Visual Indicators:
Progress bar - Shows overall completion percentage
Status badge - Color-coded health indicator
Key result progress - Individual metric tracking
Days remaining - Countdown to deadline
Updating Progress:
Click "Update Progress" on any goal
Update current values for each key result
Add progress notes (optional) - document wins or challenges
Save updates
Progress Calculation:
Each key result calculates: (current - start) / (target - start) Γ 100%
Overall goal progress = average of all key result progress
Status auto-updates based on progress vs time remaining
Status Logic:
Completed: All key results reached target
On Track: Progress β₯ time elapsed (e.g., 50% done, 40% time elapsed = on track)
At Risk: Progress slightly behind time (10-25% behind)
Behind: Progress significantly behind time (>25% behind)
Editing Goals
Edit Goal Details:
Click "Edit" button on goal card
Modify title, icon, owner, deadline
Add/remove/edit key results
Save changes
Best Practices:
Update progress weekly to stay accountable
Add notes when updating to document context
If consistently missing targets, adjust expectations (don't just mark as failed)
Celebrate milestones along the way (even partial progress)
