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
Go to the Goals page
Click 'New Goal' and follow the steps
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:
How to update Goals and Targets
When you've taken action on a Target, click on that Target and you'll see:
Here, you can update your Target in a variety of ways. The easiest way is to:
Select an action (for example, Increase target by 5 )
Add a note about what you did for this action (optional)
As you update your Targets, your Goals will also automatically be updated based on the proportion of Targets completed.
Group weekly goals, align business objectives and do more with neatly organized folders. Read more about Goal folders here.
Note: Business Plans and higher have access to Goal Folders.
Who can see Goals?
When creating a Goal, you have two options:
Public (shared with members of your Workspace)
Private (customize who gets access)
What about permissions?
When you share a Goal, just like permissions for tasks, you can customize permissions for Goals:
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)
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)
Create or Delete Goals
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.