How to Update an Objective's Progress?

There are two ways to update an objective's progress: Manual or Automatic. This is defined when creating the objective:

Alternatively, it can be changed by editing an objective:

Note: If you don't yet know how to create an objective or workspace, access the article Getting Started – I Want to Create an Objective

In this article, you’ll find a tutorial on how to update progress using both methods! Enjoy your reading 😉

• Automatic Progress
• Manual Progress

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Automatic Progress

For automatic progress, it is essential to understand that it is the Key Results that indicate whether we are on the right path to achieving the set Objectives. They are used to measure numeric progress that contributes to reaching the objective.

Note: If you don't know how to create a key result, check out the article How to Create a Key Result

Therefore, for our objective to show progress, we must update our key results. Everything about updating key results can be found in the article How to Update a Key Result?

This progress is updated instantly as changes occur to the Key Results, whether from updates or newly created results, as shown in the example below.

Initially, we have an objective with a single Key Result, which was achieved:

When a new Key Result is created, the progress bar and the message at the top of the screen are updated:

Note: It’s possible that the message at the top of the screen may not update instantly. In that case, just refresh the browser page. The message should disappear.

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Manual Progress

For manual progress, key results are not taken into account. For example, below we have an objective with a single key result that was achieved. However, the progress bar shows 50% because that was the value entered manually:

In this case, the objective should be updated whenever you find it necessary. To do so, simply click the button shown below:

When clicked, the following pop-up will open, and the required information must be filled in:

Then, fill out the update summary fields:

Note: In the Summary tab, in addition to adding attachments, it’s also possible to customize the fields to be entered. You can:

1. Add more fields by clicking the "+" icon;
2. Delete fields by clicking the "x" icon;
3. Change the order of fields by dragging them up or down.

After filling it out, just click Next, confirm the data, and finish by clicking Save Update.