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Introducing Goal Cycles and Annual Goals

Last updated on Jul 25, 2024

What are Goal Cycles?
Goal Cycles are the time period in which your goals are being worked on. It is Annual, Quarterly and Monthly for now.

How can I filter my Goals?
Filtering of Goals which was earlier based on the due date of a Goal is now changed to the cycle a Goal belongs to. You can filter based on any of the active cycles, upcoming cycles or previous cycles.

When can I set Goal cycles?
You'll have the option to set a Goal Cycle while creating/updating a Goal. You can now also set a start date for a Goal.

What is a planning year?
The Goal cycles will depend on a configuration called Planning Year. Planning year says what is the first month that your company wants to use for starting their Goal planning cycle. (Could be Jan, April, July, October)

1.Click "Create Goal"

2.Click on this textbox to enter a Goal

3.Click here to set the Goal Cycle. You can choose from Active, Upcoming, or Previous cycles.