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LiveGoals and OKRs

Live for goals, key results, check-ins, alignment, and at-risk views

Track goals

Use goals to make work visible, measurable, and connected to the right owner.

Create or update a goal

  1. Open Goals.
  2. Create a goal or open an existing one.
  3. Add or update the goal title, owner, target date, and visibility.
  4. Add key results with measurable target values.
  5. Save and reload the page to confirm the goal persisted.

Add a check-in

  1. Open the goal detail.
  2. Select the key result or progress area.
  3. Add the current value and a short progress note.
  4. Save the check-in.
  5. Confirm the latest update appears in the goal history.

Review at-risk goals

  • Use the at-risk view to find goals missing progress or falling behind target.
  • Confirm whether the blocker is scope, ownership, timing, or missing data.
  • Bring the goal into the next manager conversation as a coaching or prioritization topic.

Boundary

Automated goal-to-1:1 insertion and predictive goal intervention are not universal live claims.