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Creating a goal, subgoal, or key result

  • Updated

Where do I go to create a goal?

You can create a goal either going directly to your goals dashboard, or by accessing the goals section within a team page, a project page, or your profile.

 

If you’d like to create a goal and later link it to a related team or project:

  1. Click on the goals target icon within your left navigation
  2. Click on the blue Create a goal button to create your goal

If you’d like to create a goal directly from your profile, your team, or a project you own:

  1. Click within that entity (your profile, your team, your project)
  2. On the top control panel of that page, click "Create"
  3. Select Goal

 

What information do I need to provide to create a goal?

Once you click “Create a goal”, you will be brought to a goal creation modal with a variety of fields. Some of these fields are required, and others are optional but recommended to get the most out of your goal.

 

  • Required goal fields:
    • Goal name (“What do you want to achieve?”)
    • Goal type (Organization, team, personal)
    • Goal lead
    • Goal team (if goal type = team)
    • Goal metric (percentage, number, currency, none)

 

  • Optional goal fields:
    • Goal due date
    • Check-in reminder
    • Key results
    • Supporting projects

 

How do I create a key result?

Key results must be tied to an objective. You can create a key result during the goal creation process or on a goal hub page (click "+" in the Key Results section).

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