1on1 Agenda Goal Filter

Idea created by Amy Skyles Champion on Jan 29, 2020
    Open for Voting
    Score2
    • Katherine Taylor
    • Amy Skyles

    I often include a goal for discussion on the agenda for check-in conversations. Currently, when a manager clicks the button to view/add goals within the agenda, it will show all current and completed goals. I would like to have the ability to toggle between or filter all goals and current/not completed goals. 

     

    Some of our goals are short-term and some are long-term so when the tool shows all of them, it gets a little messy as the goals pile up. We've only been using Perform for a few months and I've got an employee who has already completed two quarterly goals and we've made new ones, but the old goals are still showing up. It would be great if I could filter those out.

    Thanks!

    Amy