Align a goal under a parent
Nest a goal under a parent goal so its progress rolls up, or add a sub-goal straight from the parent.
Aligning a goal puts it under a parent, so it shows in the parent's tree and can feed its progress.
Who can do this: anyone who can edit the goal. The parent must be an organization goal, a goal of a team you're on, or a goal you can check in on. Org Admins can align under any goal.
Set or change a goal's parent #
- Open the goal's ⋯ menu and choose More fields, then Alignment. You can also use the Parent pill in the edit dialog, or Align to a parent goal under an unaligned goal's title.
- Search for the parent and pick it. To remove the parent, pick No parent.
Add a sub-goal from the parent #
- Open the parent's ⋯ menu and choose Add, then Add child.
- Type a title. The dialog copies the parent's Scope, team, time period, tags and privacy.
- Click the create button. Its label follows the type, such as Create Metric.
To drag a goal under another in a view, see Align goals by dragging.
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Related
- Align a goal to more than one parent
Let one goal support several parent goals, so its progress rolls into each of them.
- How parent progress rolls up
How a parent goal's progress is worked out from its sub-goals: time-based coverage by default, or equal weighting.
- Create a goal
Add a new goal (an objective tracked as a percentage) with its owner, team, time period and parent.
- Goals: the complete guide
Every rule for goals in one place: progress, status, tracking, roll-up, weights, alignment, scoring, closing a period, and editing or deleting goals.