Viewing activities on your team's goals

At times, you may want to refer to the history on goals during performance discussions.

The History section in the Details panel of a goal allows users to track and review changes made to the goal over time, keeps a track of the change in progress of the goal over time, as well as the discussion that has happened on the goal in the form of comments.

 

To navigate to the History section,

Step 1: Choose the goal for which you would like to see the History section. You can access different types of goals basis your requirements and access control to the workspace.

To view the history for your personal goals, click on Me and click on Goals under the Portfolio section.

You would see your goals under the My Goals section.

Similarly, you can view your company-wide public goals under the Company-wide Goals section.

 

Step 2: Once you have landed on the Goals list view, select the goal for which you need to check activity history.
The Edit Goal panel will open up. This could be the Edit Objective or Edit Key Result panel depending upon your selected entity and nomenclature for goals.

To read more about customized nomenclature for goals, refer to the article: Configuring your own goal setting methodology

Step 3: Select History.

The card is divided into 2 sections:

You can see a graph that shows the progress made over time in the goal by showing a history of check-ins, along with the value expected for that particular date of check-in, which thus, helps you visualize the ideal value of progress that ensures that the goal is achieved by the selected due date.

The timeline is populated on the horizontal axis, whereas the vertical axis carries plots of progress

There are two lines as part of the graph:

a. The expected trajectory of progress which shows how the ideal progress should increase over time

b. The actual check-in plotted. Each check-in gets plotted on this line and appears as a dot. When you hover over the dot you can see : the date of check-in, the actual value checked in, the expected value and the percentage of progress

 

You can now see a list of the most recent activity on the goal below the graph.

Activities can include:

In order to see more activity, click on the View full history button at the bottom of the card.

This shows the entire history of activity on the goal in the extended side panel.

Thus, the History section helps you gain a historical view of the activity and check-ins on a goal, driving transparency in performance discussions.

To know more about checking in to a goal, refer to the article: Checking into a goal via Mesh