/ Goals

Goal overview

From the main navigation menu click on Goals.

Your goals are displayed under the Tab My Goals.

The tab Team Goals lists all goals that you have permission to see but have someone else as the owner or delegate.

The tabs My Actions and Templates will be covered in a separate section

Goals are displayed in a compact card which shows the title, delegate, last update time, due date and progression among others.

goal compact card

When clicking on a card, it is expanded to display all its information. The goal now has a description.

  • A metric based goal displays a detailed metric graph.
  • An action based goal shows a progression bar.
  • goal detailed card

    Actions and Comments related to the goal are displayed below the graph.

    All other information is displayed at the bottom such as the goal owner, delegate and reporter or whoever else is able to see it.

    Only the goal owner, delegate and reporter can update the data displayed on the graph by clicking on the Show data button.

    There are three ways to create a goal: by duplicating another goal, from a template or from scratch.

    You will find out how to create a goal from scratch in the next page Create a goal.

    Bruno Vinel