Keeping your Goals (OKRs) up to date helps you and your team track progress in real time. In ClearPoint, you can update key result progress directly from the My Goals page — no edit drawer required.
Updating Key Result Progress
From the left navigation, click Goals.
Click My Goals.
Locate the goal you want to update and click the expand arrow in the leftmost column to reveal its key results.
Adjust the progress for each key result in the Value column — type the new value, or use the field's up and down arrows.
Your changes save automatically — no Save button needed.
💡 To open or close every goal at once, click the expand and collapse control in the header of that same leftmost column.
[Screenshot NEEDS CAPTURE — current grid layout: My Goals page with a goal expanded, showing the expand arrow in the leftmost column, the expand and collapse all control in that column header, and the editable Value field on a key result row]
Editing Goal Details
To update the name, owner, period, visibility, or links for a goal:
Click the Options menu (⋮) on the goal row.
Select Edit Goal.
Make your changes across the Goal, Key Results, and Links tabs.
Click Save.
[Screenshot NEEDS CAPTURE — current grid layout: goal row Options menu open, showing Edit Goal above Delete Goal]
Editing a Key Result
To update the name, data type, start value, or target for an existing key result:
Expand the goal to reveal its key results.
Click the Options menu (⋮) on the key result row and select Edit Key Result.
The goal's edit drawer opens. Navigate to the Key Results tab.
Update the fields as needed and click Save.
💡 Key results are edited on the goal that owns them, so Edit Key Result and Edit Goal open the same drawer.
Updating Goals for Others
If you manage a team, you can view and update goals for your direct reports or department from the Goals navigation.
My Direct Reports — shows goals assigned to users who report to you (requires a Manager to be set on each user's profile).
My Department — shows goals for all users in your department.
By Individual / By Manager / By Department / By Scorecard — account-wide views for administrators and managers.
The same expand-and-update flow applies from any of these views.
Who Can Edit a Goal
The Options menu (⋮) only appears on rows you are allowed to change. If a goal row shows no Options menu, your access level does not permit editing or deleting that goal, and the same applies to its key results.
Users with the Browser or No Access access level cannot edit or delete goals, so they see no Options menu on any goal row. Other access levels can edit any goal they can see.
💡 Being someone's manager does not by itself grant edit access to their goals; your access level decides.