Complete, archive, or unarchive goals or OKRs in Perform & Engage 365

Reaching 100% progress for goals or OKRs in Perform & Engage 365 doesn't automatically close them. You'll need to close them manually. If a goal or an OKR hasn't reached 100% yet, you can archive them. You can also unarchive completed and archived goals and OKRs.

The following roles can complete or archive/unarchive goals and OKRs:

• Super admin can complete or archive/unarchive any goals and OKRs.
• Department admin can complete or archive/unarchive department goals and OKRs.
• Managers can complete or archive/unarchive team goals and OKRs.
• Employees can complete or archive their personal goals and OKRs, but they can't unarchive them.

To complete, archive, or unarchive goals or OKRs:

1. Depending on your user’s role and the level (team, department, etc.) at which you want to complete, archive, or unarchive a goal or an OKR, select Me, My Team, or Organization on the top navigation bar.

2. On the top menu, select Goals or OKRs (depending on the organization goal type set in the Advanced Organization Settings).

3. Select the level (Personal, Team, Department, or Organization).

4. Select the three-dot icon next to a goal or an OKR and select:

• Complete Goal or Complete OKR to complete a goal or OKR for which progress has reached 100%.
• Archive Goal or Archive OKR to archive a goal or OKR for which progress hasn’t reached 100%.
• Unarchive Goal or Unarchive OKR to unarchive a previously completed or archived goal or OKR.

5. Select Complete on the confirmation screen.

You can also complete or close goals and OKRs during check-ins:

• If you close a goal or an OKR for which progress has reached 100%, the goal/OKR will be completed.
• If you close a goal or an OKR for which progress hasn't reached 100%, the goal/OKR will be archived.

For more information about submitting check-ins, see this article.