Update goal progress and complete a goal

As work on a goal moves forward, you can update its progress, edit its details, and mark it complete when it is done.

Update progress

1. Open the goal from the Goals list.
2. Use Update Progress and set a progress value between 0 and 100.
3. Save. The goal’s progress updates and you will see a confirmation.

Edit a goal

1. Open the goal and click Edit.
2. Adjust the title, description, target date, priority, status, and progress.
3. Save your changes.

Goals that are already completed or cancelled cannot be edited.

Mark a goal complete

1. Open the goal and click Mark Complete.
2. Optionally add completion notes.
3. Confirm. The goal is marked complete and its completion date is recorded.

Tip: Setting a goal’s status to Completed records the completion date automatically.

Deleting a goal

To remove a goal, use the delete action for it. You will see a confirmation once it is removed.

Related: Create an employee goal