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FAQs - Core Platform
How do I access goals or OKRs for my team or for myself?
How do I access goals or OKRs for my team or for myself?
Updated over a week ago

There are two options to access your or your team's goals or OKRs.

1. Dashboard card - select Manage.

2. Engage > Goals or OKRs - using the left side navigation.

Manager users and above - keep in mind you also must select the "Me" or "My Team" based on accessing your team's or your own goals.

Use the toggle option to access your goals as the Person Responsible and your goals as a Contributor.

Use the icon set to navigate to Report options that may be available.

When viewing your Team's goals, the list is automatically grouped by team member. Use the toggle option to view All Team Goals (not grouped).

NOT seeing the right records? Check the pre-filtered date range. Filter for a date range to include the End Date for the records you need to access. Pre-filter dates are based on your organizations Fiscal Year End or current Calendar Year if Fiscal Year End is not specified.

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