Choose where a goal's progress comes from
Set a goal's tracking method: Children (roll up from sub-goals), Integration Refresh (auto-track) or Manual Only (your check-ins).
A goal's tracking method decides what moves its progress: its sub-goals, a connected app, or your check-ins.
- Children
- Progress rolls up from sub-goals. Only on a goal with children. See How parent progress rolls up.
- Integration Refresh
- Progress comes from a connected app. Only on a goal that auto-tracks. See Auto-track a goal.
- Manual Only
- Progress comes from your own check-ins. Not on a goal that auto-tracks.
Until you choose, an auto-tracked goal uses Integration Refresh, and a Goal or Project with children uses Children. Everything else uses Manual Only, including every Metric.
Who can do this: anyone who can edit the goal. By default that is its owners, and Org Admins and Owners. Team Admins can too when their team, or a subteam, owns the goal or has one of its owners. See Roles and permissions.
Change the tracking method #
- Open the goal's page, or its side panel.
- Click the tracking method selector: in the Progress card's header on the page, or next to Check-in in the panel. You can also use Roll-up type under More fields in the goal's ⋯ menu, or the roll-up pill in the edit dialog.
- Pick Children, Integration Refresh or Manual Only.
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Related
- 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.
- Weight sub-goals in a parent's progress
Make some sub-goals count more than others in their parent's progress with child weights.
- Auto-track a goal
Connect a goal to an app so its value updates on its own: picking the app, choosing the number, what the goal shows afterwards, and how to change or remove it.
- 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.