Before proceeding, this is the Anatomy of the Quarterly Goals section. Go through this if you’re not yet familiar.
Also, here’s how to set up a Quarterly Goal if you haven’t done so before.
Now that those are out of the way, keeping a Quarterly Goal updated is pretty straight-forward…
First of all, ensure there are no unassigned Quarterly Goals. Learn more here.
At the end of the first week of that Quarter, under the Week 1 column, write down your thoughts on how the week went in relation to the Quarterly Goal in question.
Next, update the W1 Status dropdown as a visual indicator of your sentiment from Step-1 above. For instance, if your comment is positive (such as, say, “This goal is on schedule”) then the Status can be “On Track”.
At the end of the week that follows (i.e. WEEK 2), repeat Steps-1 & 2, respectively.