Goals Settings

To get to the goal settings page, navigate to Settings and then click on Goals > Settings at the bottom.

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Display name

What name would you like displayed throughout the app when referring to your goals. Most companies stay with “Goals” but some of our customers use terms like “OKRs”.

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Default access of your goals

This setting defines the default access rights of your goals when they are created. For example, in the screenshot below, the default access is set so that when a user creates a goal, they have full access and everyone else in the account can comment. That means they can comment and even give updates to the goal, but can’t edit or give access rights.

The different levels of access are defined as follows:

• No access
• Can view - means they can see the goal but can’t interact with it in any way, not even leave a comment.
• Can comment - means they can comment and give updates
• Can edit - means they can edit title and properties, but not the access rights.
• Full access - all of the above plus you can give access rights to others.

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Progress indicator thresholds

This where you can define the thresholds for what is off track, progressing, or on track. In the example below, the settings are quite ambitious. Some of our customers lower them so that the results don’t have a negative effect on employee morale.