Tracking Progress and Updating Goal Status
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.