A step-by-step guide on creating goals
You can create a goal via "New" on the following pages:
- Team page
- Organization page
- Goal Explorer
To create a goal, click on "New" (2) on the Goals tab (1) on one of these pages.
After clicking on "New" the detail view of a new goal will open:
Step 1: Add a title for the goal
Optionally, you can also add a description and an icon.
Step 2: Determine how the progress of the goal should be measured
Four options are available for measuring progress:
- Start and target value: set metric with or without unit (e.g. 5 USD, 20%, 10 customers).
- Aggregation: progress is measured by sub-goal and expressed as a percentage (0 - 100%)
- Threshold: The goal should not exceed or fall below a certain threshold
- Open/Done: a goal that is either done or not done
- None: The goal does not measure progress (e.g., useful for strictly qualitative objectives)
For further information on the respective options and their application, see this article.
Step 3: Select a parent goal
Here you select which objective the goal in question is related to. If the goal is a company goal on the first level, for instance, this field could also remain empty.
Step 4: Assign the goal to a cycle
Select the cycle (e.g. Q1 2021 or H2 2021) the goal is associated with.
Step 5: Select the type of the goal
The types of a goal are freely configurable for administrators under Settings > Properties.
By default, the following types are set:
- Key Result
Step 6: Fill in additional fields/properties of the goal, if applicable
Each additional property for Goals created by administrators under Settings > Properties will appear here.
Typical additional properties are Owner or Team to indicate who or which team is responsible for the goal.
Step 7: Create additional subgoals for the respective goal, if needed
When creating a goal, you can create subgoals (e.g. Key Results or Initiatives) in the same step. To do this, simply click on "New" under Aligned Items and a new window will open for the subgoal.
Step 8: Check and, if necessary, adjust who should have access to the goal
If you want to make the goal accessible only to certain groups of people or adjust read and write permissions, you can configure access via "Share".
Note: As an administrator, you can specify which access settings should be selected by default when a goal is created (Settings > Goals).
Please note: Goals are auto-saved, i.e. you don't have to click on "Save" anywhere. As soon as you click on "New", the goal will be created. If you would rather discard the draft, you can simply delete the goal in the upper right corner of the window.