On the team goals page, you will find an overview of all the team goals of the team you are in and the teams you lead. In this article, you will find the following sections:
Go to team goal overview
1. Click on ‘Team’
2. Click on ‘Team goals’.
In this overview, you can see the team goals of your team(s).
Filtering overview
To get a clear overview of the team goals, you can apply two filters. You can use these filters at the same time. You can apply the following filters:
Teams filter: click on ‘My team goals’ to filter by team, select a team to show only the team goals for that team. Multiple teams can be selected at the same time.
Period filter: click ‘Active goals’ to filter by period. By default, active goals are displayed; filtering by ‘All goals’ will also show inactive team goals. You can also select a specific cycle or period to show goals that were active in that period.
Managing team goals
Click on a team goal to see more details. There are two tabs in the pop-up:
Personal goals: Shows how many personal goals are linked to the team goal. You see details of who and what these goals are. By default, only active goals are displayed. Filter on ‘all goals’ to see completed and inactive goals.
Team goals: shows how many other team goals contribute to this team goal. You can see which team goals contribute to this and which team they belong to. As with personal goals, only active team goals are shown by default. Filter on ‘All goals’ to see inactive goals.
In the pop-up, you can edit, delete or archive the team goal. Click on the 3 dots in the top right and select the option that applies. Note: Archiving a team goal makes it inactive; this cannot be undone.
Editing team goals
If you want to edit a team goal; click ‘Edit team goal’ as shown above. Make the necessary adjustments and click ‘Save goal’.
Interested in more articles that can help you support your team, then have a look at these articles:
- How do I use my team dashboard?
- How do I approve a personal plan?
- How do I add team goals?
- How do I use the goal insights page?