How to Get Started With Asana Goals | Product Guide

Goals are available to all Business and Enterprise customers.

Goals overview

Goals are a flexible goal-tracking system that helps drive measurable results by providing a single source of truth for setting and tracking Goals where your teams execute work.

With Goals, aligning your teams around clear objectives and prioritizing the right work is easier than ever. Goals help everyone at your organization understand why their work matters and what they should be working towards.

To do this, set, track, and manage both company-wide and team Goals. Company goals are longer-term Goals tied to the achievement of your organization’s mission. Team Goals are shorter-term Goals that ladder up to your company’s mission-oriented objectives.

In either case, Goals are visible to everyone so that individuals across every level of your organization have clarity on the company’s priorities at any given time.

Goals can be linked as parent or sub-goals, to create a goal hierarchy, and supporting work can be added to make the connection between Goals and work clear.

To access your Goals’ list view, navigate to the Goals section in your sidebar.

Team Goals

To access your Goals’ list view, navigate to the Goals section in your sidebar.

goals list view

From the Goals list view, you can:

  1. Filter goals by clicking on your desired goals tab. To access Team Goals click on the tab to the right of Company Goals.
  2. Add a new goal by clicking on either the Add Goal tab or the Goal header
  3. Click into any of the goals to view or edit their details
  4. Show or hide teams
  5. Click on filter to let you search and select a particular owner or **status of a goal.
  6. Access goals based on specific time periods by clicking on All goals

Company goals

Company Goals Tab

To Access the Company goals Tab:

  1. Click on Company goals to bring you to the Company goals Tab.
  2. Click on Company Mission to outline the mission, vision and philosophy of your company goals. Defining your company mission can help to bring clarity to your team regarding the mission of your company.
  3. To add a goal click on the + sign to the right of Company goals
  4. Click on filter to let you search and select a particular owner or status of a goal.
  5. Access goals based on specific time periods by clicking on All goals

Company Goals 2

To add a Company Goal click the + sign beside Company Goals. From there you can add new goals, choose collaborators and owners. You can also decide on the privacy of the goal.

Filter your Goals at a company or team level

You can filter your Goals at a team level from your Team goals list view. When on the Team goals tab just click on the drop-down icon Show/hide teams and select your Organization or team. You can also search for an existing team that you’re a Member of by typing the team name into the search field. You can also find public and request-to-join teams you're not a member of by searching.

Filter Goals

Filter your Goals by status or Owner

You can filter your Goals by status level at any time from your Goals' list view. Just click the filter button in the upper right corner of your Goals list view and select between viewing Open goals or closed goals and their status. You can also search for particular goals using the search bar.

Filter Status

When a filter is applied, Goals that do not match all the selected filters (owner, status, and/or the team the page is filtered to) will not appear. To see all Goals for that team, remove the filters.

Filter your Goals by time period

By default Asana sets up a fiscal year for all organizations, and new goals will have time periods attached. You can display Goals based on the time period from your Goals’ list view by clicking the All goals button and selecting the applicable time period. You can access a filtered view of Goals that are active in the current time period, as well as toggling to see past and future Goal periods.

Filter time period

Creating a new team from your Team Goals’ list view

You can create a new team from your Team goals’ list view, by clicking the Add goal button and in the Company or Team box scrolling down to the Create New team prompt.

Creating a new team

create a new team 2

From the Create new team window, you can:

  1. Add a team name
  2. Write a description
  3. Add team Members
  4. Choose the privacy settings for your team
  5. Click Create team when all of your details have been filled out

Goals are public regardless of the type of team they're associated with.

How to create a Goal

You can add a new Goal at a company or team level, by clicking the Add Goal icon in your Goals’ list view.

Adding a new Goal

Add Goal step 2

From the Goals’ list view on your Team goals tab, you can:

  1. View the name of your Goal, the number of sub-goals associated with it, and you can expand to see sub-goals
  2. Edit or remove the team associated with your Goal
  3. Edit your Goal’s start date or due date or time period
  4. View your Goal’s progress and click to enter the Goal's detail page
  5. Change the Owner for the selected Goal

When the team is changed, the Goal will be moved to the new team’s space. To find the Goal, click on the drop-down icon in your Goals’ list view and select the desired team.

View or edit a Goal’s details

To view or edit an existing Goal, click into the desired Goal from your Goals’ list view.

You must add a progress metric for your Goal before you can update a Goal's progress.

edit goal

edit an existing goal

From the edit Goal window, you can:

  1. Update your Goal’s progress
  2. View, edit or add a Sub-goal
  3. Edit the Owner of the Goal, adjust the due-date, time period, or add a description
  4. View or edit the team or Collaborators associated with the Goal
  5. Edit or add Parent Goals
  6. Add Supporting work such as a project or Portfolio

Even if the Goal is public, private projects and Portfolios attached to the public goal will only be visible to people with access to that private project or Portfolio.

Track Goal activity

Business and Enterprise users can identify the ways in which the Goal has been modified, expectedly and unexpectedly, since its conception.

Activities are interactions that are recorded.

By scrolling to Activity on the left pane users can see a set of tasks that are being completed to accomplish the goal.

activity

View a historical trail of changes in activity in order to:

  • Conduct a look-back analysis
  • Assess the process for blockers
  • Forecast similarly shaped future Goals
  • Track the activity to inform decisions

In the left space users have room to write clear, well-defined, time-bound, measurable and attainable Goals. The right pane gives you the opportunity to link parent Goals and supporting work.

Editing your progress metrics

You can edit a goal's progress metric after setting it, including changing the metric type (ex. % to $), the initial value, and the target value.

To edit your goal’s progress metric, click on the drop-down arrow next to your goal header and select Edit progress metric.

edit progress metric 1

From the next window you can; change the metric type, the number of decimals, the initial value, the target value or the current value.

edit progress metric 2

Notifications

Notifications will be triggered for the goal owner and Collaborators (except the user who completed the action) when:

  • the metric type and target value has been set for the first time.
  • the metric type or target value has been changed.

Notifications will not be triggered if only the initial value or current value has been adjusted.

Adding progress metrics to your Goals

You can add a progress metric for your Goal, by clicking into the Goal from your Goal's list view and selecting the Add progress metric icon. These progress metrics are the same as those available when using numeric Custom Fields.

progress

From the progress window, select the format that is appropriate for your Goal.

progress window

Types of progress metrics

There are three types of progress metrics that you can use for tracking your Goal’s progress.

Percentage

The percentage metric is best for qualitative Goals and allows you to track progress by using 0-100% and estimating the amount completed. Set a percentage metric with “100%” as the target value for Goals like “Win customer loyalty” or “Grow and engage teams.” You can use the description field to add guidelines on how to measure progress.

Percentage can also be used as a progress metric to track Goals with % as the unit for measurement. For example, “Increase subscribers by 25%” or “Increase our satisfaction scores from 85% to 90%”

Numeric

Best for a goal where a concrete number of results are desired. For example, “Get 1,000 survey responses” or “Conduct 3 webinars.”

These can also be used for binary Goals like “Ship new feature” or maintenance Goals like “Maintain 99.9% uptime on all systems” where the goal is evaluated as achieved or missed. These types of Goals would be set up with an initial value of “0” and a target value of “1.”

Currency

These are best used for Goals involving currency. For example, “Increase ARR to $500,000” or “Generate $80,000 in bookings in Q3."

Updating your Goal’s progress

You can update your Goal’s progress at any time by clicking into the Goal from your Goals’ list view and selecting Update.

screen of goal status overview

Goal Status Updates will allow you to give written context when updating the Status and Progress of a Goal. With Status history, you can track the historical progress of a Goal and provides a record for a Goal’s progression.

Goal Status Updates allow you to:

  • Communicate relevant insights when reporting on the Status and Progress of your Goals
  • Let Goal stakeholders know when the Status or Progress metric of a goal they care about has changed and why, so they can make comments, unblock, take action, or report up as needed.

screen of set a status of open goal

Click on Set a status to select the status of your Goal.

screen of set a status update extra info

In your Status Update, you can include:

  1. The progress of your goal using percentage
  2. A summary of how the Goal is progressing
  3. What has been accomplished so far
  4. What is blocking the Goal’s progress
  5. Next steps

You can then click Post.

Closing a Goal

From the Update progress page:

You can close your Goal at any time by clicking into the Goal from your Goals’ list view and selecting Update progress.

screen of set a status of closed goal

To select the status of a closed Goal, go to Set a status. Select one of the options below the section Closed, and click Post.

Through the drop-down arrow next to your Goal's name:

You can also close a Goal by clicking on the drop-down arrow next to the Goal name and selecting Close this goal.

close goal four

From here select the desired status and click Save.

Deleting a Goal

You can delete a Goal by clicking the drop-down arrow next to the Goal name and selecting Delete goal.

delete goal

Goals privacy

Editing the privacy settings for a new Goal

From your Team Goals tab, click the Add Goal button.

add Goal 1

Enter your Goal name and details and click Public or Private then click Save goal.

add Goal 2

Edit an existing Goal’s privacy settings

Click into the desired Goal from your Goal’s list view.

edit an existing Goal 1

From here, click on the privacy icon in the top right corner.

edit an existing Goal 2

Next, choose to make your Goal Public or Private then click Save goal.

edit an existing Goal 3

Editing an existing sub-goal’s privacy settings

You can change the privacy settings for your sub-goal by clicking into the sub-goal and clicking the privacy icon.

edit an existing goal 1

From here, click on the privacy icon in the top right corner.

edit an existing goal 2

Next, choose to make your Goal Public or Private then click Save goal

edit an existing Goal 3

For common questions regarding individual Goal privacy, please see our Goals Privacy FAQs.

Goal comments

You can now comment under goals to ask questions, enable discussions, provide additional information or offer insight to anyone with access to the goal in question. Goal comments enable contextual communication and collaboration to all of those with access to goals. You can use goal comments to draft goals with collaborators and align on goals with stakeholders.

comments

Comments on goals will appear at the bottom of your given goal included in the goal detail page.

comments 2

Key use cases

Clarity of work

  • One of the main benefits of using Goals, over tasks or projects in Asana, is everyone in the company has a shared space, that defaults to the company level view of Goals. This reduces confusion about "What are our goals and how do I find them" and they stay top of mind for you and your team.

Connects work to purpose

  • Increases employee engagement and team motivation because teams have a clear understanding of how their work relates to company Goals.

Helps teams understand what’s happening in the company

  • See how teams are tracking toward their goals in real-time, to see if initiatives need course correction and to recognize good work.

Drives results

  • Reduces worry that teams are working on things that aren’t strategic priorities by allowing teams to connect their goals to ladder up to company-level objectives.

Creates understanding around outcomes

  • Tracking progress and status throughout the Goal’s lifetime avoids the frustration of not understanding why goals were hit or missed at the end of the cycle.

For more information on how to use Goals, check out the Planning company goals: objectives and key results (OKRs). Looking for goal-setting best practices and ideas? Download a digital copy of our Asana Playbook to OKRs.

Goals FAQ

You can check out some common questions on Goals in our Goals FAQ article.

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