An overview of Goal Statuses
Settings > Goals > Status
. At the top of the page, you can provide a general name for the status property. Status
is most commonly used (in OKR contexts, Confidence
is also a common alternative).
Not started
under Active
is marked as default
. This default status is assigned to all newly created goals that have no progress updates yet. It is also fully customizable (for more information on evaluations, groups, and defaults, see below). You can easily rearrange these statuses within their respective groups by using the dragging and dropping the different statuses. By clicking the arrow on the right side, you can view and edit the settings of a status:
Off track
, 70% for Progressing
, 90% for On track
, and 100% for Achieved
, 50% for partially achieved goals, or 0% for Missed
. These are all adjustable, and you can essentially assign any number to tailor the statuses to your individual goal system and processes. For example, it would also be possible to represent a confidence scale from 0 to 10, as this is quite commonly used in the OKR world.
Thresholds come into effect in two different scenarios. Firstly, every time you create a new goal update, a status recommendation is displayed. This recommendation is based on the value you enter and the threshold assigned in the status settings. In practice, this means that when updating a goal to 30% progress (relative to the time passed within the assigned cycle), the system will automatically suggest the status whose threshold is less than or equal to 30% and is closest to 30%.
Settings > Goals > Progress Indicator Thresholds
. Here, progress for the Progress Dashboard and the network view can be predefined in three different levels: red, yellow, and green. You are free to define the percentage thresholds for these levels.