Create a goal

The first time anyone opens Goals, the cadence dialog opens so periods exist to put goals in. Choose quarterly, monthly or annual, set when the fiscal year starts, and Save & Generate Periods. After that, periods are generated for you — there is no separate "new period" button.

To add a goal:

1. 1Open Goals from the sidebar.
2. 2Pick the period at the top, then click Add Goal.
3. 3Write the Goal in words. Goals should be qualitative and inspiring — save the numbers for targets below.
4. 4Set the Level — individual, team, or company — and the owner or team it belongs to.
5. 5Add at least one target under Targets. A target is the number, or a done/not-done milestone, that settles whether the goal happened. You can also add targets later from the goal card.
6. 6Create Goal, or Save Draft if it is not ready to be seen in alignment yet.

A goal with no targets is just a sentence. Progress has nowhere to come from, and the page will sit at zero until you add something measurable.

Drafts are hidden from Projects alignment. Publish with Publish when the goal is real work, not a sketch.

Live data instead of typing a number. When you add a target, the Data Source can be Manual tracking or a live metric. This will auto-update from your live data Manual targets need check-ins; live ones need Sync Data.