Creating & Managing Team Goals

Introduction

Keka’s Team Goals feature helps managers align team objectives with organisational priorities. You can add, track, and manage goals easily, ensuring progress is visible and collaboration is effective.

This article explains how to access, create, and manage team goals.

How to Access Team Goals

1. In the left menu, click My Team.

2. Go to Performance.

3. Select Team Goals.

   

Sorting and Viewing Goals

At the top of the Team Goals page, you’ll see filters. Use them to refine results by:

1. Time frames

2. Reports

3. Departments

4. Employees

   

You can also group goals by employee, showing which goals are assigned to each person.

Below the filters, goal progress is displayed in a graph view. The Goals by Status chart highlights how many goals are in progress, completed, or pending.

Adding a Goal

1. Select the financial year.

2. Click Add Goal.

   

3. On the Create Goal screen, enter details such as:

   • Goal name, tags, description

   • Metric type (percentage, completion, numerical value)

   • Start value and target value

   • Goal type (e.g., team, department, organizational)

   • Owner

   • Time frame, start date, and end date

   • Weightage

   Optionally, integrate with apps like Jira to auto-update progress.

   

4. In the More Details section, add the weightage, visibility, tags and check mark the box Include the objective in performance reviews in case you need.

5. Check the box Include the objective in performance reviews if you want the goal to be considered during performance evaluations.

   

6. Under the Alignment section, select a parent goal if you want to align your individual goal to a higher-level goal.

7. Click Publish to make the goal visible in your organisation. 

8. You can choose to:

   Save as Draft → edit later

   Publish → make the goal live

   

9.  Set weightage for all goals, then click Assign to finalise.

   

10. For a faster setup, use Quick Create Goal.

    

11. Add the goal name, set start and end dates, enter the target, and click the check mark to create the goal.

    

Note: If your organisation uses an approval workflow, the goal will go through the approval process after publishing. As an admin, you can manage these approvals.

Managing Goals

Bulk Actions

Select multiple goals with the checkbox to apply bulk actions: 

1. Clone

2. Reopen

3. Delete

   

Goal-Specific Actions

Use the three-dot menu next to a goal to:

1. Add sub-goals and tasks

2. Align with other goals

3. Close

4. Clone

5. Edit

6. Delete

   

Adjusting Progress

1. You can manually update the progress percentage for each goal.
   
   

Goal Details View

Click on any goal to open its detail page. Here you can:

1. Add descriptions, subtasks, and notes

2. Assign weightage

3. Monitor updates more closely

   

Notes & Tips

• Tip: Use tags when creating goals to make filtering easier later.

• Note: Integrations like Jira can save time by automatically updating progress.

• Important: Always assign a clear owner to each goal to ensure accountability.

Examples & Use Cases

• Department Goals: Set quarterly sales targets for the sales team.

• Cross-Team Collaboration: Create a shared goal for product and marketing to align on launch deliverables.

• Project Goals: Track progress of a specific project using milestones and sub-goals.

Next Steps

• Learn how to Create Individual Goals.

• Explore Goal Templates for quick setup.

• Use the Goals Administration Section to manage permissions and approvals.

Keka’s Team Goals feature makes it easier for managers to align objectives, track progress, and foster accountability across teams. By using goal creation, tracking tools, and integrations, organisations can ensure that every team works toward shared outcomes while staying transparent and efficient.