Plan, manage, and track - anything you can imagine! Link tasks and Lists into one central source of truth. 

What can Goals be used for? 

Goals vs Targets

Goals are high-level containers that should be broken down into smaller Targets

Targets are measurable results, that, when completed, will also complete the Goal

How to create a Goal

Goals page in the sidebar
  1. Go to the Goals page

  2. Click 'New Goal' and follow the steps

  3. Create Targets

Target types

  • Number: Track increases or decreases between any range of numbers. 

  • True/False: True or false Targets are simply done or not done.

  • Currency: Track your money with this Target type.

  • Tasks: Automatically tracks the completion of tasks and/or Lists. Use this if your Target is to complete a group of tasks. 

How do I know when tasks are part of Goals? 

When viewing a task, you'll see the below to indicate a task has been attached to a Target: 

goal indicator in task view

How to update Goals and Targets

When you've taken action on a Target, click on that Target and you'll see: 

target menu where you can increase or decrease the target value

Here, you can update your Target in a variety of ways. The easiest way is to:

  1. Select an action (for example, Increase target by 5 )

  2. Add a note about what you did for this action (optional)

  3. Click Update  

As you update your Targets, your Goals will also automatically be updated based on the proportion of Targets completed. 

Goal Folders

goal folder

Group weekly goals, align business objectives and do more with neatly organized folders. Read more about Goal folders here.

Note: Workspaces on our Business Plan and above have access to Goal Folders.

Who can see Goals? 

When creating a Goal, you have two options:

  1. Public (shared with members of your Workspace)

  2. Private (customize who gets access)

Pro tip: Check out the detailed instructions for privacy and sharing for Goals and Goal Folders

What about permissions? 

When you share a Goal, just like permissions for tasks, you can customize permissions for Goals:

Options available when sharing a Goal, including Can view (read-only) and Create and Edit

What about Guests?

Guests do not have independent access to Goals. However, you can share Goals and Goal Folders with guests.

Guests with Create and Edit permissions can:

  • Edit Goals (rename, change Goal color, set Goal date, assign a Goal to themselves)

  • Archive Goals

  • Create and Edit Targets (rename, assign a Target to themselves, set Target type)

  • Add tasks and Lists to a Target
    Note: Guests can only add tasks and Lists that they have access to

  • Move Goals in and out of Goal Folders (where they have Create and Edit permissions to the Goal Folder)

Guests cannot:

  • Create or Delete Goals

  • Delete Targets

  • Create or delete Goal Folders

Goals on each Plan

  • Unlimited Plan & above: Unlimited Goals

Goals in Dashboards

Share your Goals on a Dashboard to quickly and easily refer to Goals and track progress!

You can also create and edit Targets from right within our Goals widget!

Say goodbye to switching between Dashboards and the Goals page to keep your Targets and Goals aligned to your team's actual progress!

Note: New Goals must be created on the Goals page. Goals can be edited, and Targets can be created and edited from this widget.

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