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Overview

Goals covers OKRs and goal-tracking across the company, department, team, and individual levels, plus 1:1 meetings, peer feedback, appreciations, and recognition. It links into HRMS for performance-review integration and into Projects for project-level goals, and feeds the Reports module.

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Where to find it

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Core workflows

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Create a goal

  1. Start a new goal: set the Title, Type, Owner, and Due date.
  2. Pick a Metric to measure progress against, optionally attach a Milestone, and set starting Progress (%).
  3. Optional: a Description, a Parent goal (to roll this goal up into a bigger one), linked Projects/Tasks, and known Risks.

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Create an OKR

  1. Set the Objective, choose a cadence (Weekly · Monthly · Quarterly · Annual), and a Start/End date.
  2. Optionally attach a Parent OKR to align it with a higher-level objective.
  3. Add one or more Key Results — the measurable outcomes that define whether the objective was hit.

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Run 1:1s and feedback

  • 1:1 Meetings are host/participant-scoped — only the host, the participant, or an admin can edit one, and only the host can delete it.
  • Peer Feedback is visible only to the sender and recipient. Appreciations are visible to the whole workspace.

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Permissions

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Known limitations

  • Goal and OKR Owner is a real assignable field on creation, but the read-only ownership display on individual goal/OKR detail pages hasn’t been converted to the same real member picker yet — that’s a planned follow-up, not a bug you need to work around today.