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Status Future consideration
Categories Strategy
Created by Stephanie Lechner
Created on Aug 21, 2024

Allow automation rules to update Goal/Objective/Key result progress based on custom fields

What is the challenge?

On other record types, you can update the progress based on data in custom fields on the record, but currently it's not possible for Goals. Additionally, it's not possible to create automation rules for Key Results.

What is the impact?

If you want to calculate OKR or Goal progress off of custom field metrics, it's not possible and progress will need to be manual.

Describe your idea

Expand the automation rules for Goals and Key Results to match current functionality in other record types.

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    Aug 22, 2024

    Additionally, allow option for the progress field in the key result record to be based upon current/target. Today, progress at the key result level only allows progress to be calculated from features.

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