Editing goals can help users adapt to changing circumstances, refine targets or incorporate lessons learned, ensuring the goal remains relevant and achievable.
To edit a goal on Mesh,
Step 1: Select the Goals module from the Performance tab on the top pane of the screen.
Step 2: On the Goals homepage, click on the goal that you wish to edit.
You can change multiple aspects of the goal in the panel that opens on clicking the goal.
To change the Title of the goal
Step 1: Click on the Title field at the top of the panel.
Step 2: Edit the title to one that suits the purpose of your goal better.
Step 3: Press the Enter or Return button on your computer’s keyboard to save the title of the goal.
To change other details of a goal
You can also change other details that define your goal using the same panel.
To change these details,
Step 1: Click on the Details tile on the left navigation pane of the panel.
A list of details defining the goal can be seen. You can know more about each field by hovering on the same.
Step 2: To change any of the details, click on the Change Details button on the top right corner of the card.
The extended side panel will open up with all fields editable.
Step 3: Edit the fields required.
The following fields can be edited in the top card, in the following order:
- Title
- Start value, Target value and Metric Name
Note: Metric name would be applicable only in case of Key Results. It can also be applicable if your Admin has set the type of objective to Detailed as part of your Goal Setting Methodology.
To read about the types of objectives available on Mesh, refer to the following article: Understanding Types of Objectives. - Timeline
- Parent goal alignment
- Owner(s)
Other characteristics, such as Time Period, Visibility, Collaborators, etc. are part of the “Other Details” section in the same panel, and can be changed by clicking on the field corresponding to the name.
Step 4: Once all changes have been done, click on the Save button to save them.
Your edits would be saved.
Changing the alignment of a goal
The Edit Panel also allows you to change the parent goal alignment of a goal by clicking on the Parent Goal Alignment tile in the navigation pane on the left.
To know in detail about re-aligning goals on Mesh, you can refer to the following article: Aligning and Re-aligning your Goals.
Adding a child goal
You can view the child goals aligned to your goal and also add more child goals by clicking on the Child goal alignment tile in the left navigation pane.
Click on any of the child goals to view the child goal in detail.
The Add Child Key Result button would be enabled only if you can create child goals for the goal in question.
Adding initiative(s)
Note: Initiatives can be added only for key results.
Initiatives can be action items that help you achieve your key result, and ultimately the overarching company objective.
You can view the initiatives aligned to your key result and also add more initiatives by clicking on the Initiatives tile in the left navigation pane.
To add an initiative, click on the Add New Initiative button, which would open the “Add Initiative” screen in the side panel.
Thus, with Mesh, you can easily edit the various characteristics of a goal to ensure it stays relevant and updated with your company’s real time progress.
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