Goals

To add a task to a goal:

1. Locate the goal in the OPEN GOALS tab.
2. Expand the task list for that goal by selecting the expand icon .
3. Select Add task.
4. Create a description and set a due date for your task.
5. To add multiple tasks at once, select Add additional task and complete the associated details.
6. Select Add task.

To edit a task:

1. Locate the goal in the OPEN GOALS tab.
2. Expand the task list for that goal by selecting the expand icon .
3. Hover over the task you want to edit. You see the Edit icon .
4. Select the Edit icon . You can now change the task details.

Once you have completed all tasks associated with a goal and you feel you have achieved the goal, you can mark it as complete. To mark a goal as complete, select the check box to the left of the name of the goal.

To request manager feedback on a goal:

1. Navigate to the OPEN GOALS tab.
2. Select Share goals with manager from the bottom of the page.
3. From the drop downs, select which open goal(s) and completed goal(s) you want to share with your manager for feedback.
4. Add a note for your manager.
5. Fill in your manager's name and email.
6. Select Send feedback request.
7. Once your manager provides feedback, you see the button View manager feedback.

To view the feedback your manager provided on a goal:

1. Navigate to the OPEN GOALS tab.
2. Select View manager feedback. Note, you only see this option if your manager already provided feedback. When you select this button, the FEEDBACK ON GOALS tab displays where you can see all comments left by your manager on your goals.

If you have previously marked a goal as complete but want to move it back to your open goals list:

1. Locate the goal in the COMPLETED GOALS tab.
2. Select the blue check mark icon to mark the goal as incomplete. The goal is now moved back to the OPEN GOALS tab where you can continue adding tasks and working towards completion.

To add a task to a goal:

1. Locate the goal in the COMPLETED GOALS tab.
2. Expand the task list for that goal by selecting the expand icon .
3. Select Add task.
4. Create a description and set a due date for your task.
5. To add multiple tasks at once, select Add additional task and complete the associated details.
6. Select Add task. Since the goal now has incomplete tasks, it is moved back to the OPEN GOALS tab.

To request manager feedback on a goal:

1. Navigate to the COMPLETED GOALS tab.
2. Select Share goals with manager from the bottom of the page.
3. From the drop downs, select which open goal(s) and completed goal(s) you want to share with your manager for feedback.
4. Add a note for your manager.
5. Fill in your manager's name and email.
6. Select Send feedback request.
7. Once your manager provides feedback, you see the button View manager feedback.

To view the feedback your manager has provided on a goal:

1. Navigate to the COMPLETED GOALS tab.
2. Select View manager feedback. Note, you only see this option if your manager has already provided feedback. When you select this button, you are brought to the FEEDBACK ON GOALS tab where you can see all comments left by your manager on your goals.

To create a goal on your own, without the assistance of your AI Coach:

1. From the left navigation, select Goals.
2. Select Add new goal.
3. Create a description for your goal. Be sure that it is specific, measurable, achievable, relevant, and time-bound.
4. Select the skill that your goal aims to improve.
5. Select Add goal.
6. You now see the goal in the OPEN GOALS tab. You can get started adding tasks and working towards completing your goal.

To create a goal with the help of your AI Coach:

1. From the left navigation, select Chat.
2. Tell your coach that you want to create a new goal.
3. Continue answering your coach's prompts in order to formulate and refine your goal, associate a skill, and create relevant tasks.
4. Once you have finished creating your goal, your AI Coach automatically adds it to your OPEN GOALS list where you can make edits and add tasks later on if needed.