Viewing shared goals

Your team goals and the goals that have been shared with you are accessible in the Shared goals table in Passport > Goals. To see them, select Shared goals from the Goal category drop-down list.

The table displays the following information:

Goal – the name of the goal
Owner – the owner of the goal
Type – the goal type, represented by an icon with the name displayed on hover
Progress – the published progress of the goal, in percentage. If the goal's plan has the Hide goal results until published setting enabled, this column always shows the last published value (see Creating a goal plan). Any draft progress or results only become visible once you open the goal.
Tracking status – Completed, On track, At risk, or Blocked
Priority – High, Medium, or Low
Due date – the date at which the goal is due
Weight – the percentage goal weight
Three-dot icon – quick access to the Reopen, Edit, View, and Delete options, available based on the goal status and your permissions

This is an note/information message.

If an organizational goal is shared with you but you are not part of its population, you can see it in the table but not open it. In this case, the name of the goal is not a link, and the three-dot icon is replaced with a lock icon that displays the message Preview only; population settings prevent you from opening this goal.

To view a team goal or a goal that has been shared with you, proceed as follows:

In the Shared goals table, find the goal that you want to view. You can also search for it using the search bar above the table, by goal name or by the first name and last name of the goal owner, as shown below:

Viewing team goals using a search bar
Click the name of the goal. Alternatively, you can click the three-dot icon in the goals table and choose View from the menu. You are redirected to the Goal overview page.

Goal overview page

The Goal overview page displays the details of a published goal. The sections that you see depend on the configuration of the goal type:

Section	Description
Basic information	The goal plan, goal type, and description of the goal. If you can edit the goal, this section also includes the Edit goal details button.
Status update	The tracking status, priority, progress of the goal, and the Mark as done button. For more information, refer to Updating the progress of a goal and Marking a goal as done.
Measurement criteria	The measurement criteria of the goal and their progress
Deliverables	The deliverables of the goal and their status
Visibility	The people and organizational units the goal is shared with. For organizational goals, the Population section is displayed instead.
Tag library	The tags added to the goal, grouped by library, with the description of each library and each tag
Goal alignment	The goal that this goal is aligned with (Aligned with goal), and the goals that are aligned with this goal (Goals aligned with this goal)
Uploaded files	The files attached to the goal

The side panel of the page shows the Details of the goal (status and due date), its Participants (creator and owner), and the Goal chat, where you can discuss the goal.

The three-dot icon at the top right of the page gives access to other actions, such as Edit goal details, Reopen, Generate PDF, Copy goal, or Delete, which depend on the status of the goal and on your permissions.

Progress trail

If you are the owner of the goal or the manager of its owner, you can use the drop-down list at the top left of the goal page to switch between Goal overview and Progress trail.

The Progress trail view includes the Audit trail of the goal, which records each step of its lifecycle, such as its creation, approval, or completion, and every update to its content. For organizational goals, it also records changes to the population and to individual participants.

Each entry shows who did what and when, as well as details such as the previous and new values or the comment added on approval or rejection.