Closing and archiving goals is an important part of finish a goals cycle as you enter a new planning process. Additionally, you might close out a goal mid-cycle. Goals that were entered in-correctly can also be permanently deleted.

  • Closing a key result will allow you to still see it when viewing goals, but it will no longer a be prompt for rating/metric update in the reflection
  • Archiving an objective or key result will hide it from the list of active goals. Archived goals will not show up in reflections for updates.

To close out a goal, choose that option from the actions button next to a goal:

When closing out a key result, performing this action will bring up the goal scorecard. You'll be able to score your goal based on your ending metric. We use the standard 0.0 to 1.0 rating, where a "0.7" score represents hitting your expected target, and scores greater than 0.7 represent over-achievement.

Include insights to share what went well, what didn't go well, or what was missed so your team can learn for next time. 

Viewing closed goals

When you close the goal, you will still see the goal in the list, but it will be shown as closed to reflect its true status:

Viewing archived goals

After you chosen to archive a goal, it will disappear from the active goals list. If you need to access an archived goal, use the "Show Archived" toggle at the bottom of the goals page.

Archived goals can also be restored to the goal list at any time using the actions menu.

Deleting Goals

If you'd like permanently delete a goal (e.g., if a goal was entered mistakenly), choose the Delete goal option from actions. A deleted goal can not be restored later, so proceed with caution.

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