How to track goal progress

The following options are available for working with a goal:

• Add key results and set up the measurement method for each of them.

• Change the status of a goal or key result.

• View the goal change history.

Adding key results

Key results are time-bound quantitative metrics that are used to measure progress toward the goal.

1. Click below the goal description under Key results.

2. Enter a name for the key result.

3. Set up a progress Measurement method:

   By value

   In fact

   You can use this measurement method for quantitative results. The progress bar helps you track your progress on a key result. To display progress, fill in the required values:

   • At the start: Starting value from which progress is tracked. For example, when the goal was created, there were two support agents on your team.

   • Target: Target value to be reached. For example, you plan to expand your team to 10 support agents.

   • Now: Current value. For example, you currently have three new support agents on probation, which brings the current value of this key result to five team members.

     

   To change the values, click the key result.

   Key result progress can be negative if the metric has fallen below the initial value, or, conversely, exceed 100% if the target value is surpassed.

   You can use this method for measuring results that can only take two states: achieved or not achieved.

   You can set the value to Result achieved right away or later.

   

4. Specify the person responsible for the key result and its completion deadline.

5. Click Save.

Tracking progress

To see how close the team is to achieving a goal, use the Progress indicator. The progress value is calculated in percent as the arithmetic mean of progress for subgoals and key results.

Calculation example:

Suppose you have a goal that contains two key results and two subgoals. Each of these four elements contributes 25% to the overall goal progress: $100 / 4 = 25$

Example of calculating the overall goal progress:

• One of the key results was fully achieved, adding 25% to the overall goal progress.
• One of the subgoals is 13% complete, adding 3% to the overall goal progress: $0.13 × 0.25 ≈ 0.03$ (or 3%).
• The second key result and the second subgoal have not been started, adding 0% to the overall progress.

Summing up these values, we get the overall goal progress of 28%.

Updating a goal's status

We recommend keeping the goal status up to date and regularly adding comments on the work progress.

Changing the status of a goal or key result

Changing the goal status

To update the goal status:

1. In the right panel, click the Status field. This opens the Update the goal status window.

2. Select a new status from the list.

   Possible statuses

   • New: Goal has been created but no work has started on it yet.
   • As planned: Goal is relevant, progress is on schedule.
   • At risk: There is a risk of missing the deadline or not achieving the goal.
   • Blocked: Goal can't be achieved due to certain factors affecting its progress.
   • Achieved: All key results have been achieved, the goal is complete.
   • Partially achieved: Some key results have been achieved.
   • Not achieved: None of the key results have been achieved.
   • Exceeded: Goal completed with expected results overachieved.
   • Cancel: Goal is no longer valid.

3. Change the deadline if needed.

4. Write your comment in the editing area.

   In the comments section, you can use text markup and attach images and files.

5. Click Update status. You'll see the comment under Updates.

You can also update the goal status when posting a comment in the Updates tab.

Changing the key result status

To update a key result status:

1. Click the key result whose status you want to change. This opens the key result editing window.

2. In the Status field, select a new status from the list.

   Key results use the same statuses as goals.

3. Click Save.

Adding a comment

1. On the goal page, open the Updates tab.

2. Write your comment in the editing area.

   In the comments section, you can use text markup and attach images and files.

3. To change the goal status when submitting a comment, select a new status above the editing area.

4. To invite other users to discuss a goal:

   1. In the bottom part of the comment entry field, click  Invite.

   2. Enter the login or name of the user you want to invite to the comments. To add another user, click  Invite again.

   You can set up notifications for summons in comments. For more information, see Setting up subscriptions.

5. Click Submit.

To change the order of comments, click  New comments first or  Old comments first at the top right of the editing area.

Replying to comments

1. Hover over the comment and click Reply. The comment you are replying to will be quoted in the response.

   To quote just a part of a comment in your reply, select the text and click  Reply. Only the text you've selected will be quoted.

2. Enter your response in the comment box.

3. Click Send.

If a comment includes a quote, you can jump to the original comment by clicking  Reply. To do this, click the quoted text.

You can set up notifications about replies to your comments. For more information, see Setting up subscriptions.

Adding a final comment on subgoals

If a goal has subgoals, you can generate an automatic comment that will combine updates from all subgoals:

1. On the Updates tab, click Subgoal summary above the editing area.

   A new comment with a list of subgoals will appear in the editing area. For each goal, it will specify its status, date, and most recent comment.

   The final comment won't include:

   • Comments added more than a month ago.
   • Responses to the previous comments in subgoals.

2. Edit the final comment if needed.

   In the comments section, you can use text markup and attach images and files.

3. Click Submit.

Learn more

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