Perform - Track and review progress with objectives

In this article, we'll show how to track and review progress with an objective. Individuals can create objectives for themselves, or a manager can create objectives for one or more members of their team. 

We'll also cover how an objective summary looks when included in a review.

Track and update objective progress 

Make it a habit to regularly review and update progress, and you'll save lots of prep time when reviews come up. Here's a summary of the options for managing and updating objectives:

1	Edit the objective. Change the title, due date, and description. Note that this will trigger a notification to the other party
2	Archive the objective. Once archived, an objective can be unarchived
3	Make a self-created objective private. A Manager will not be able to see the objective and it will not appear in a review form
4	Connect to a global objective - an organisational goal. This demonstrates how an individual objective contributes to overarching company goals
5	Select the date to toggle between 'days until due' and the actual due date
6	Drag and reorder objectives in the My objectives area, for example to reflect priority or days until due
7	Select the title of an objective to add an update. For example, to add a comment, attach a document such as a PDF or a PowerPoint
8	Drag the slider to show progress toward achieving the objective

When the objective title is selected, the full conversation around the objective is visible:

How an objective summary looks when included in a review

A summary of objectives can appear in a review form, with the option to add a rating. All commentary and evidence added to the objective will be shown. During the review, the reviewer and the reviewee can add comments to the overall 'objective summary' section:

Get deeper learning in The Academy

See how individual and global objectives are created and managed, and get an overview of the review process for managers and their team - including best practice advice, and hints and tips from the Kallidus team.

For the complete picture, view the Get started: Perform Course, and get your certificate to prove your learning.

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