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Complete an intermediate goal / update its achievement

In easyreview you can update the progress of your target agreement at any time. How it works depends on the kind of intermediate goal: simple intermediate goals are ticked off with a checkbox, and for quantified intermediate goals you enter the current value.

Update progress

  1. Open the target agreement’s detail view.
  2. Scroll to the intermediate goals. Each one is shown as its own card.
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Intermediate goals shown as cards in the detail view

At the top of the detail view you see a progress bar with the overall progress as a percentage and the number of completed intermediate goals (for example “34% | 0/6”).

Tick off simple intermediate goals

Simple intermediate goals have a checkbox to the left of the title. Click the checkbox to mark the goal as done.

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Checkbox of a simple intermediate goal

Update quantified intermediate goals

Quantified intermediate goals show three values under Quantified Target:

  • Min.: The starting value
  • Goal: The target value to reach
  • Achieved: The current value (editable)

Enter the new actual value in the Achieved field. Progress is calculated automatically and shown as a percentage in the circular chart to the left of the title.

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Quantified intermediate goal with Min., Goal and Achieved field

Cascaded goals

If your target agreement contains cascaded goals, they appear under the Cascaded objectives heading. Cascaded goals come from a higher-level target agreement. Their values (Min., Goal, Achieved) are read-only here and can’t be edited.

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Cascaded goal with a link icon

Save results

Once you’ve made your changes, scroll to the bottom of the page and click Save results.

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The Save results button

The system confirms the change with a message in the top-right corner of the screen.

When progress is locked

In processes with process steps, updating progress can be locked for a while, for example until the objectives are signed or during a running sealing. The fields are read-only then. As soon as the process lifts the lock, everything works as described above.

If the process includes a “Record interim update” step, the responsible person updates the state through a guided dialog. See Record an interim update as a process step.