Goals (sidebar)

If your admin set a framework (such as OKRs) in Terminology, this section and its views use that word instead of 'Goals' (for example 'OKRs' and 'My OKRs'). The pages and links are the same.

What's in the Goals section #

Organization

The org-wide rollup: every goal, every KPI, every project under your company. Lives at /views/company-goals/. This is where Brev lands you when you first sign in. See Views for what the page actually shows.

My Goals

Just the goals you own. The first stop on a weekly check-in sweep.

Check In

The goals you own that are due an update, as cards you can check in on in place. See Check In.

Teams (its own section)

Every team in your organization has a view of the goals it owns, and any member can open it. See Team views.

What lives on a goal #

Kind

Every item is a Goal, a Metric or a Project. A Goal is an outcome tracked as a percentage. A Metric tracks a named value (for example ARR or NPS) from a starting value to a target. A Project is delivery work, and can carry its own start and due dates. Your workspace's Terminology settings can rename all three.

Owner

The person accountable for moving the goal. A goal has one owner unless an admin turns on Shared Ownership in Settings → Goals → Advanced features, which lets a goal have several.

Scope

Who the goal belongs to: Organization (the whole company), a Team, or Individual. Team goals feed the team views and rollups. Shared Team Ownership in Advanced features lets one goal belong to several teams.

Time period

Goals live inside a time period (e.g. Q2 2026 / FY 2026). Time periods are configured in Settings → Workspace → Time periods.

Status

Not Started, On Track, Behind, At Risk, Postponed or Completed. When you check in, Brev suggests a status by comparing your progress with the progress expected by today, and you can pick a different one. Later automatic updates can change it. If the automatic status differs from your last human check-in, goal details show a small warning icon beside the status; hover or tap it to see both judgments. Review the history before reporting the status.

Children

Goals can be nested. Sub-goals (KRs) roll up into parent goals.

Tags

Free-form labels shared with actions, available when an admin turns on Tags in Settings → Goals → Advanced features. On a goal row, one tag shows as a chip with its color dot; two or more show as overlapping color dots, with +N past three. Hover them to see every tag's name, and click to add or remove tags. See Tagging goals below.

KPIs section

Metrics you pin to a view's KPIs section show their current value at the top of the page. Turn the section on under Customize in the view header.

Adding a goal, metric, or project #

1. 1
   Open any view that shows goals

   From the Organization view, a team view, or My Goals, anywhere with the goal table on screen.
2. 2
   Click 'Add new' (top-right) and choose what to create

   Add new opens a menu with New Goal, New Metric and New Project. Each opens the same dialog, and the picker at its top lets you switch between Goal, Metric and Project. On a view with no goals yet, Start from scratch opens it too. In the KPIs section, + Metrics lists your metrics so you can pin them to the section; its Add new Metric row creates a metric and pins it in one go.
3. 3
   Give it a title, then set its Scope and owner

   The dialog pre-fills the owner and time period from the current view. Below the description sit the owner, Parent and Scope pills, then the item's deadline: Due date on a Project, the time period on a Goal or KPI. Everything else (start date, tags, roll-up type, and a Project's time period) is under the ... button; once you set one of those, or change it from what a new item starts with, it gets its own pill in the row. The Scope pill decides who the goal belongs to: Organization, a Team, or Individual. The owner pill names who is accountable. Members can only pick teams they're on, and only Org Admins / Owners can create Organization goals. See Roles & permissions. The description below the title takes formatting, as an artifact's text does: type 1. or - to start a list that Enter continues, select text for a toolbar (headings, bold, italic, strikethrough, link, lists), type : for an emoji or / to link another goal. The title and a Metric's name take the same symbol shortcuts and : emoji menu (see Typing shortcuts). Type @ to mention someone: they get a notification when the goal is saved, if they can see the goal, and an edit notifies only people it newly mentions. Escape closes an open menu without closing the dialog. The description shows formatted wherever the goal appears.
4. 4
   Set the time period, parent (if any) and, for a Metric, its numbers

   A Metric adds a metric row under the title, with the description below it. The metric row holds a metric name (for example ARR or NPS), a unit (Percentage, Count or Currency), a Starting value and a Target value. Progress measures how far the value has travelled from the starting value to the target. The time period defaults to the current view's period; the Parent pill lets you nest this under another goal so it rolls up. The picker opens with an "Aligned" section at the top listing the goals this one is already aligned to. That section stays put while you type in the search box, so you can look up a new parent and still see (and un-tick) the current alignment without clearing what you typed.
5. 5
   On a Project, set the start and due dates

   Projects get two extra date pickers, a due date in the row and a start date under the ... button. They are the Project's own delivery window, which is separate from the period: a Project can start mid-quarter and finish after the quarter ends. Where a Project has a due date, that date also decides which period reports on it: it is counted in the period containing its due date, so a Project due next quarter is not in this quarter's on-track number. Without a due date it stays in the period you filed it under, and so does a Project whose due date falls outside every period your workspace has defined, so a Project always appears in exactly one period's numbers. Goals and KPIs take their dates from their time period and show no pickers. Both dates are optional. Give a Project a due date and it is paced against that date instead of the time period: its expected-progress marker, its status, its deadline reminders and the dashed expected line on its progress chart all count down to the due date, and its bar on the Timeline is drawn across the Project's own dates rather than stretched over the whole period. The chart's own axis follows the delivery window too, so the line reaches 100% on the due date rather than at the end of the quarter. Work items listed under that Project inherit the same frame, so an item with no dates of its own sits inside the Project's window instead of the quarter's. Leave the due date empty and nothing changes, the Project keeps pacing against its time period exactly as before. If you set a due date but no start date, pacing starts from the day the Project was created, so a Project added halfway through a quarter is not born behind. If the Project is connected to Linear or Asana, Brev fills either date in for you from the connected project the next time the connection refreshes, but only where you left it empty: a date you typed is never replaced, and once a date is filled it stays put even if the plan moves in the other tool. Not every tool publishes dates on a project, and one that does not simply leaves both pickers to you, exactly as an unconnected Project does. Once saved, the delivery window reads back without reopening the form: the due date rides as a "Due Jan 22, 2027" chip next to the Project's name in the goal table and on the cadence alignment rows, and the goal detail panel lists Start date and Due date underneath Time period. A date you have not set shows no row and no chip. If you can edit the Project, you can also set its dates without opening the dialog. In the goal table the row shows only the due date: hover a Project's row and a calendar icon appears next to its name when the due date is unset (point at it to read Add due date), and the start date is set from the row's ... menu under Start date. Point at the due date to read the whole delivery window, for example "Delivery window: Nov 3 to Jan 22, 2027". On the Project's own page, hover the line of details under its title to see Add start date and Add due date at its end. Click one to open the same date picker, and click a date that is already set to change or remove it. In the dialog the due date always has its own pill in the options row, reading "Due" and the date once set; the start date waits under the ... button and, once you set it, gets its own pill after the due date reading "Start" and the date. To clear one, open its pill and choose Remove start date or Remove due date at the top. The time period files the Project for reporting, the dates are what it is paced against. A due date changes both: the Project is paced against it, and reported in the period that contains it rather than the time period you picked.
6. 6
   Click 'Create Goal'

   The button reads Create Goal, Create Metric or Create Project. The goal appears in the table immediately and replicates to every other client. If it doesn't match the view's current filters, a toast says it was created but isn't visible with those filters.

Required fields and unsaved changes #

• A goal needs a title. Clicking Create with the title empty shows a Missing required fields toast ("Title is required"), marks the title in red, and keeps the dialog open. A time period is required too (it is pre-filled), and a Metric also needs a metric name, a starting value and a target value.
• Closing the dialog after you've changed something asks Discard Changes?. Cancel takes you back to the form as you left it; Discard closes it without saving.

Creating several goals in a row #

Turn on the Create more switch in the dialog's footer before you click Create. Each goal is saved with a "Goal created" toast, and the dialog stays open with the title cleared while the owner, Scope and time period stay as they were, ready for the next one. Turn the switch off to close the dialog after the next save. The switch only appears when creating, not when editing.

The suggested goal in the dialog #

When you open the dialog to create something, Brev drafts one suggested goal. It shows as a dashed chip with a sparkle in the dialog's footer once it's ready. Click the chip to see the suggestion as a card, then click the card to copy its title and description (or, for a Metric, its metric fields) into the form. Your Parent, owner and time period stay as they were. Nothing is saved until you click Create, and Cancel closes the card without changing the form. Typing in the form refreshes the suggestion a couple of seconds after you stop. The suggestion is offered only for new goals, and only while the AI Goal Coach toggle is on in Product settings.

Private goals #

When an admin turns on Private Goals in Settings → Goals → Advanced features, the dialog gains a visibility pill, next to the Goal, Initiative or KPI picker at the top, that reads Public. Switch it to Private to hide the goal from everyone except its owners and the person who created it. To let others in, choose People or Teams in the same panel and pick who to share with; the pill then shows how many next to Private, as a small number badge. People it's shared with, and members of teams it's shared with, can see it and add check-ins. Org Admins don't see a private goal automatically: share it with them if they need it. Everyone else gets "Goal not found" if they follow a link to it.

Advanced tracking modes #

An Org Admin can enable these modes for the whole organization with the Advanced KPIs toggle under Settings → Goals → Advanced features. A metric's tracking mode controls how its progress is measured. Beyond the default "Reach target", the KPI-type picker in the goal dialog offers three SLO-style modes: "Stay above", "Stay below", and "Stay between". Instead of a start-to-target journey, these measure the share of the time period the value held the condition, where 75% means the metric met the condition for 75% of the period, computed from your check-ins. "Stay between" reveals an extra upper-bound input.

These modes have no start-to-target range, so there's no progress slider to drag. Hovering the progress bar instead shows a summary (the condition, the current value and whether it's in bounds, and how much of the period has been in bounds so far) with a Check in button that opens the full check-in form to record the metric's current value; Brev then recalculates progress from the full period. A goal that has met its condition so far climbs steadily and reaches 100% only at the end of the period; time spent out of bounds pauses the bar rather than eroding it. One consequence: early in a long period even a perfectly-compliant goal reads a low percentage (a day-2-of-90 goal caps near 2%), because progress is the share of the whole period spent in bounds, not the share of time elapsed so far. Switching an existing metric into one of these modes re-seeds the baseline from its latest check-in so past time isn't judged against a stale starting value.

Quick page tour #

• Digest: collapsible status roll-up, hidden until you turn it on under Customize. Pill counts on the right are goal counts per status (On Track / Behind / At Risk / Not Started / Completed / Postponed).
• KPIs: metrics with their current value, hidden until you turn them on under Customize. Click a row for the metric's history.
• Goals: the main list. Click a row to open the goal detail; click the expand chevron to see children inline.
• Summary: top-right button that asks Brev to AI-summarize the visible goals, shown on the Organization and team views when AI Summary is on in Product settings.

Right-clicking a goal #

Right-click any goal in a list to open its menu without leaving the row. It has everything in the goal's ⋯ menu (Add check-in, Add child, Select, Duplicate, Suggest Metrics, Edit Goal, Alignment, Archive Goal, Delete Goal and the rest; on a Metric or Project the items say Metric or Project), plus the fields from the edit dialog: Status, Owner, Scope (Organization, a team, or Individual), Time period, Convert to (Goal, Metric or Project), Roll-up type and tags, and on a Project its Start date and Due date where your workspace has Project dates. Converting a goal to a Metric that has no starting value or target yet opens the edit dialog so you can add them, as does converting a goal that has an integration connected (remove the integration there first), and converting a Project to anything else removes its dates. The fields only appear on goals you can edit; where your workspace allows shared ownership, picking an owner or team adds or removes it instead of replacing it.

Adding a sub-goal #

Choose Add child in a goal's ⋯ menu (in a list, the goal panel, or the goal's own page). It opens the new-goal dialog with the Parent pill already set to that goal, and copies the parent's Scope, team, time period, tags and privacy so you only add a title. Switch the picker at the top to Metric or Project if the child is one. After you click Create, the child appears indented under its parent, which is expanded for you; the chevron left of the parent folds it away again. A Goal or Project left on the default tracking method starts rolling its progress up from its children once it has one; a Metric stays on manual check-ins until you change it (see Tracking method). Add child only appears for people who could create a goal with the parent's Scope and teams.

Suggesting metrics with AI #

When Child Goal Suggestions is on in Product settings, a goal's ⋯ menu offers Suggest Metrics (named after your workspace's word for metrics). While Brev works the item reads "Generating Metrics...". The suggestions then appear as temporary rows under the goal. Use the check on a row (Accept goal) to keep it as a real Metric under the goal, or the ✕ (Dismiss goal) to throw it away. It's offered to the same people as Add child.

Changing owner, Scope and time period from the row #

On a goal you can edit, three cells in its row are pickers that save as soon as you choose:

• Owner: click the avatar and pick a person from the "Assign to..." list ("Assign owners..." when Shared Ownership is on, where you can tick several). A goal always keeps at least one owner, so unticking the last one only shows a warning.
• Scope: click the cell and choose Organization, Individual, or Team and then a team from the searchable list.
• Time period: click the period badge and pick another period.

If a Scope or time period change means the goal no longer matches the view's filters, a toast names the change and says the goal is no longer in the current view, and the row leaves the list. Members who aren't admins can only add or remove themselves as an owner; Team Admins can assign people in their team. See Roles & permissions for the full rules.

Inviting someone as the owner #

The owner list in a goal row starts with Invite user. It opens the invite dialog: enter their work email and click Invite. Brev sends the invitation and makes that person the goal's owner straight away (or adds them alongside the current owners when Shared Ownership is on). An address that already belongs to someone in your workspace is refused. Anyone in the workspace can send the invitation, but only people allowed to assign other owners (in practice, Org Admins) get the new person set as owner; for anyone else the invite still goes out and the owner stays as it was. In the goal dialog, the owner pill offers Invite user only to people who can assign others. See Roles & permissions.

Tagging goals #

When an admin turns on Tags in Settings → Goals → Advanced features, goals can carry tags. Tags are shared with actions.

• Hover a goal row and click Add tag (or its tag chip), or open the goal's ⋯ menu and use Manage tags. Search, then tick or untick tags. You can also set tags in the goal dialog and from the right-click menu.
• To make a new tag, type its name and choose Create tag. It is created and attached to the goal at once. Any member can create a tag, except Observers and Guests (see Roles & permissions).
• Org Admins can delete a tag: hover it in the Manage tags list and click its delete icon, then confirm Delete. Deleting removes the tag from every goal and action that uses it.

Checking in from a row #

You don't need to open a goal to update it:

• Click a row's progress bar (it reads ADD CHECK-IN before the first check-in), or choose Add check-in in the row's ⋯ menu, to open the check-in dialog for that goal. See Adding a check-in.
• For a quick update, hover the progress bar instead. A small card shows the goal, an Add progress slider, and the target and expected progress for today. Drag the slider and let go: Brev files a check-in at that percentage straight away, with a status worked out from your progress against what's expected, and the bar fills. Dragging to 100% completes and scores the goal with no confirmation. If you can't check in on that goal, the bar goes back and an error toast explains.
• Metrics on a Stay above, Stay below or Stay between mode show a summary with a Check in button instead of the slider (see Advanced tracking modes above).

Editing several goals at once #

Open a goal's ⋯ menu and choose Select to start multi-select. Checkboxes then appear on every row and a toolbar floats at the bottom of the screen. They stay hidden until you start a selection this way.

• Tick more rows to add them. Once a selection is active, hold Shift while ticking to select a range, or Cmd/Ctrl-click a row to toggle it.
• Use the checkbox next to the Goals title to select every goal currently shown.
• Stage as many changes as you like for the whole selection. Set the Owner, Scope (Organization, a team, or Individual), Time period, and align them under a parent goal (Align to), then click Apply to commit them all at once. Each chip shows what you've staged; the ✕ on a chip clears just that change.
• Where your workspace allows shared ownership, the Owner and Scope pickers let you choose more than one person or team. Owner and Scope stage one ownership change between them: picking an owner makes the goals Individual goals owned by that person, so choosing one replaces whatever the other had staged.
• Flip the Clone toggle to duplicate the selection instead of updating it: Clone then asks whether to include subgoals and creates fresh copies (no check-ins, reset progress) with your staged changes applied. The originals are untouched. To duplicate a single goal, use Duplicate in its ⋯ menu.
• Archive and Unarchive stage like the other edits and commit with Apply: when the selection has sub-goals, Apply asks whether to archive them too (on by default); Unarchive appears when the selection contains archived goals. See Archiving goals below.
• Delete applies immediately (with a confirmation) rather than being staged. The confirmation names how many goals will go, and the toast afterwards names how many were removed from the list. Both count subgoals that are deleted along with a selected parent, so either number can be higher than the number of rows you ticked. If Brev then can't delete some of them, those goals come back into the list with an error saying how many, so you can try again.
• Press Esc or the ✕ next to the count to clear the selection and any staged changes.

Archiving goals #

Archive is the reversible alternative to delete. Open a goal's ⋯ menu and choose Archive (or select several goals and use Archive in the bulk toolbar). Archived goals disappear from every view, selector, rollup, and report, but their history and structure are preserved.

• If the goal has sub-goals, the confirmation asks whether to Also archive sub-goals: on by default. Leave it on to archive the whole subtree (like delete); turn it off to archive just this goal, leaving its children active (they move up to take its place in the list).
• To see archived goals, expand the Filters row above the goal list and switch on Show archived. It's off by default and resets when you leave the page.
• Archived goals render dimmed with an Archived badge next to the name so they're easy to tell apart from active goals.
• To restore one, open its ⋯ menu and choose Unarchive, or select several archived goals and stage Unarchive in the bulk toolbar, then click Apply. The goal, its subgoals, and any archived parent goals above it come back together.
• Archiving requires the same permission as deleting: listed owners, Team Admins of the goal's team, and Org Admins / Owners.