Automatically Update goals & sub-goals Status with Progress Tracking

Overview

To help keep goals transparent and tracking accurate, Keka now updates the status of goals and sub-goals automatically based on your progress. Whether you're working manually or via integrations, you’ll get a clearer picture of where things stand.

Navigating to the Status Field

To access this feature:

Go to the Performance module
Click on the Goals tab
Select any goal or sub-goal
Look for the Status field

You’ll see that status updates automatically once progress is entered or synced.

Status Definitions

These are the statuses you'll see, and when they apply:

Status	What it Means
On Track	Progress is meeting or exceeding what was planned according to timeline or targets.
Needs Attention	Progress is lagging compared to what's expected; it’s a signal to re-focus or adjust.
At Risk	The goal is seriously behind or facing issues; urgent action is needed.

Automatic Status Updates & Integrations

Whenever goal or sub-goal progress is updated—manually or through tools like JIRA or Google Sheets—Keka recalculates and updates status based on the new progress.
This means you don’t need to remember to update the status separately; it reflects the most recent progress automatically.
For more detail on how Keka calculates the status thresholds, click "How it works?" beside the status field. While these thresholds are not customisable, this visibility helps you understand what progress level triggers each status.

Manual Override

Even with automatic updates, you retain control:

You can still manually set or change a status if you feel that the automatic status doesn’t reflect context (e.g. external dependencies, delays not captured by % progress).
This lets you account for nuances beyond raw numbers.

Notes & Tips

Tip: Use integrations where possible to keep updates frequent and reduce manual work.
Important: Automatic updates rely on accurate progress metrics. If the % progress isn’t maintained properly, status could misrepresent the real situation.

Next Steps

Review and confirm what progress metrics you are using (manual updates vs integrations).
Check the thresholds Keka uses in “How it works?” to ensure they meet your expectations.
Train your team or leads on when/how to use manual override.