Create a goal
Add a new goal (an objective tracked as a percentage) with its owner, team, time period and parent.
A Goal is an outcome tracked from 0% to 100%. For a number, use a Metric. For delivery work, use a Project.
Who can do this: by default, anyone except Observers and Guests can create a goal they own. Organization goals need Owners or Admins. See Roles and permissions.
Create a goal #
- Open a view that shows goals, such as Organization or My Goals.
- Click Add new at the top right.
- Choose New Goal. You can also press C.
- Type a title, and a description if you like.
- Check the owner and Scope pills. Scope is Organization, a team, or Individual.
- Check the time period, and set a Parent if the goal supports another. A new goal starts in your organization's current time period, or its parent's.
- Click Create Goal.
Your workspace may rename Goal in Terminology. For every dialog option, see Add a goal, metric or project.
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Related
- Create a metric (KPI or key result)
Add a metric that tracks a number, such as ARR or NPS, from a starting value to a target.
- Create a project
Add a project to track delivery work, with an optional start date and due date.
- Use a suggested goal
Let Brev's AI Goal Coach draft a goal while you fill in the new goal dialog.
- 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.