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Track and Update Goals from the Dashboard

Summary

The My Goals widget on the User Dashboard allows you to monitor progress on active goals, view current status, and update milestones directly from your dashboard. You can also view activity history and access the full goals module via View All.

In this article

  • Before you begin
  • Step 1: View your goal progress
  • Step 2: Update your goal status
  • Step 3: Access full goal details
  • Frequently Asked Questions (FAQ)

Before you begin

 You must have access to the Goals module and be assigned to at least one active goal to see this widget.

Step 1. View your goal progress

  1. On the User Dashboard, find the My Goals widget
  2. The widget displays:
    • Goal name
    • Progress bar with percentage complete
    • Current goal status (e.g. To Start, In Progress)
  3. This gives you a snapshot of your progress at a glance

Step 2. Update your goal status

  1. Click the three-dot menu (⋯) next to the goal
  2. Select Update
  3. In the update window, you can:
    • Change status or mark subtasks as completed
    • Enter progress data and notes
    • Upload a supporting document (if required)
  4. Click Confirm to save your updates
  5. The widget will reflect the latest status immediately

Step 3. Access full goal details

  1. Click View All at the bottom of the widget
  2. This takes you to the full Goals module, where you can:
    • View all assigned goals
    • Review timelines and ownership
    • Add updates or view the full goal breakdown
  3. You can also view your Activity Log from the goal menu

Frequently Asked Questions (FAQ)

1. What does the My Goals widget show?

It displays your current active goal, including its title, progress percentage, and status.

2 . Can I update my goal from the dashboard?

Yes. Use the three-dot menu (⋯) to open the goal update window and log your progress.

 

3. What happens after I update a goal?

The widget and the full Goals module will both reflect the new status and any updates you've made.

4. How is progress calculated?

Progress is based on completion of goal milestones, tracked input values, or status changes—depending on how the goal is structured.

5. What is the Activity Log?

It shows a timestamped history of all updates, notes, and changes made to your goal.

6. Can I view other goals not shown in the widget?

Yes. Click View All to access your complete goal list in the full module.