Updating your goals in Teamflect is easy and can be done in various ways to suit your workflow. Below are the options available:
1. Edit Goals Directly in the Goals Module
Navigate to the Goals Module.
Select the goal you want to update.
Click Edit, make the necessary changes (e.g., title, deadline, progress), and save your updates.
2. Update Progress
The goals will be updated through their measurement type.
Measurement types vary and you can update the goals based on different measurement types:
Percentage: Ideal for goals like completing a portion of a project or reaching a certain level of performance.
Value: Ideal for quantifiable targets like the number of sales or units produced.
Currency: Ideal for budget-related goals such as reducing costs or increasing revenue.
Completed/Not Completed: Ideal for tasks that require a straightforward completion check, like submitting a report.
Roll-up from Subgoal Progress: Ideal for complex projects divided into smaller, measurable objectives.
Roll-up from Task Progress: Ideal for goals that depend on the completion of multiple tasks or activities
3. Via Percentage
You can update the progress and change the current value for the goal:
4. Via Value
Once again, the progress will be updated and the current value will be updated:
5. Through Currency
The same structure as value but this time, the currency and financial targets are updated just like values:
6. Marking Goals as Complete or Incomplete
To mark a goal as completed or not completed, open the goal, select the appropriate status, and confirm the change.
7. Rolling the goals from subgoal progress
If you have goals that are progressed through some other goals, you need to update the related goal's progress so that the progress of the parent goal will be changed:
8. Rolling the goals from task progress
If you have goals that are progressed through some tasks you are working on, you need to update the related goal's task's progress so that the progress of the goal will be changed:
