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  • Goals

Tracking Progress and Updating Goal Status

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Once a goal is on a member’s profile, you can keep it up to date as the member progresses.

From the Goals tab inside their profile, you can:

  • View all current and past goals
  • Check off action items as they are completed
  • Add or update notes to track changes or challenges
  • Change the goal status as things move forward

There are four statuses you can use to describe a goal’s progress:

  • Active – You’re currently working on this goal
  • Unresolved – The member hasn’t yet received help
  • Resolved – The issue is handled, but you're still tracking or reviewing
  • Completed – The goal is fully done and can be archived

To change a goal’s status, just use the dropdown menu next to the goal title.

It’s a good idea to keep statuses updated as often as possible—this helps your team stay informed and supports accurate reporting.

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Related Articles

  • How to Add a Goal to a Member's Profile
  • What Are Goals and When to Use Them
  • Overview: What are Activities?
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