In this article:
Configuring Goals
To manage the company wide settings in Goals, go to Goals > Config.
The Goals Settings page gives you access to three areas: Creation, Approval & Visibility, Task Status Sets, Auto Lock / Archive.
Creation, Approval & Visibility
For each Goal type - Company, Team & Personal - you can decide which roles are able to create Goals as well as choose if they require an approval.
If you select 'Require Goal Approval', at least 1 role will need to be set as required.
You can also choose to disable Company & Team goals, if you do not require these to be tracked.
If a Goal has multiple Required Approvers, they will all need to approve the Goal before it changes status.
If you set the Goal to not require approval, the approvals column will disappear.
For each Goal Type, you can configure the visibility for non-collaborators. A non-collaborator is an employee who has not been specified on the share list. For example, Company Goals may have the Goal Manager as the owner of the Goal and no other users specified, but you'd want to allow all employees to see the Goal.
Tasks Status Sets
Tasks are associated with Goals and provide additional support for how you are going to achieve your Key Results. They are often short term in nature and can take the form of a to do list. Task progress does not affect Key Result progress.
You can set up Task statuses here and enable custom task types.
Auto Lock/Archive
Goals can be locked, once a Goal is locked you cannot make any changes to it, but it will still be visible on the Goals pages and Dashboard widgets. Goals can also be archived when they are no longer in use. These Goals will no longer be visible in the Goals pages.
Use this page to set the number of days after the Goals have expired for it to be automatically locked and archived.
