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Goals

Connect your company objectives and the work that supports them, so teams can get the right things done.

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Align every level icon
Align every level

Set goals and key results for your company, your team, or yourself, and see how they ladder up.

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Prioritize the right work

Connect each goal to the projects and portfolios that support it.

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Track automatically

Goals instantly update as your team makes progress, so you can spot blockers in real time.

Create a goal icon

Create a goal or OKR

  • Add a goal: Categorize your goal as an objective, key result, or individual goal—or use a goal template to get a head start.

  • Set a target: Choose if you’d like to measure the progress of your goal automatically or manually.

  • Define your team:  Select a single owner, and add stakeholders you want to keep in the loop. 

  • Plan your timeline: Set a custom due date or pick a quarter, half, or fiscal year to focus on your goal.

  • Choose who has access: Make your goal public to your organization, or only share it with specific team members.

  • Describe the work: Format the goal description however you want, with bulleted lists, hyperlinks, tables, images, and more.

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Connect your work

  • Ladder up: Link your goal to the team and company-wide objectives it supports. 

  • Divide and conquer: Create sub-goals to break your objective into smaller pieces.

  • Tie it together: Connect the projects, portfolios, and tasks that support your goal.

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Report on progress

  • Update automatically: Instantly track your goal’s progress based on the sub-goals or projects that support it. 

  • Keep your team informed: Share updates and set a status to show if your goal is on track, at risk, or off track. 

  • See the big picture: Create dashboards to monitor goal progress across your company. 

  • Link data across tools: Automatically update your goals based on reporting from apps like Salesforce.

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Collaborate effectively

  • Share safely: Keep teams in the loop by adding them as members, and prevent unintended edits with comment-only access.

  • Show what’s relevant: Create custom views so teammates can only see information that matters to them.

  • Scale your process: Use templates with defined attributes to standardize goal-setting across your organization.

Put it all together

Goals are just the start. Use them with these features to keep everyone in sync, no matter which team they’re on.

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Still have questions? We have answers.

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Stay on target

Make goals visible and connect them to everyday work, so teams can prioritize what matters.