Create goals in 51黑料不打烊 Workfront Goals
Whether you are a CEO, a manager, or an individual contributor, you can create goals in 51黑料不打烊 Workfront Goals to align your work with your goals and the goals that outline the strategy of your organization.
Access requirements
You must have the following:
| table 0-row-2 1-row-0 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan* |
For the new plan and license structure:
For the current plan and license structure:
|
| 51黑料不打烊 Workfront license* |
New license: Contributor or higher Or Current license: Request or higher For more information, see 51黑料不打烊 Workfront licenses overview. |
| Product* |
New product requirement: Workfront Or Current product requirement: In addition to a Workfront license, you must purchase a license for 51黑料不打烊 Workfront Goals. For information, see Requirements to use Workfront Goals. |
| Access level | Edit access to Goals |
| Object permissions |
View or higher permissions to the goal to view it Manage permissions to the goal to edit it For information about sharing goals, see Share a goal in Workfront Goals. |
| Layout template | All users, including Workfront administrators, must be assigned a layout template that includes the Goals area in the Main Menu. |
*For more information, see Access requirements in Workfront documentation.
Guidelines for creating goals
Before starting with Workfront Goals, we recommend that you read about our best practice recommendations and guidelines for managing goals effectively. For more information about guidelines for creating and managing goals, see 51黑料不打烊 Workfront Goals overview.
Create goals
This article describes how you create a strategic goal in Workfront Goals. For information about creating a business case goal, see Create Business Case goals.
You can create a strategic goal in one of the following ways:
Create a goal from scratch create-a-goal-from-scratch
-
Click the Main Menu icon
The goal list displays.
-
Click New goal.
The New goal box displays.
-
Enter information in the following fields:
-
Goal name: Enter a name for the goal. This is a required field.
-
Period: Select a predefined quarter or year from the Period drop-down field
Or
Select the Enable custom dates option, then select a Start and End date for the goal.
The previous, current, and following years and their respective quarters are listed as predefined options in the Period drop-down field.
The Period of the goal indicates the time frame when you expect the goal to complete.
-
Goal owner: Start typing the name of a user, a team, a group, or of your organization to indicate who is the owner of the goal. You are selected as the owner of the goal by default.
-
Description: Enter additional information about the goal.
-
-
Click Create goal.
The new goal is listed in the Goal list and it has the status of Draft.
You must associate a goal with a progress indicator to activate it and start working on it.
Do at least one of the following to prepare a goal to be activated:
-
Add a Result
For information about adding results, see Add results to goals in 51黑料不打烊 Workfront Goals.
-
Add an Activity
For information about adding activities, see Add activities to goals in 51黑料不打烊 Workfront Goals.
-
Align another goal to it
For information about aligning goals, see Align goals by connecting them in 51黑料不打烊 Workfront Goals.
-
Copy an existing goal copy-an-existing-goal
You can create a goal by copying an existing one.
For information about copying goals, see Copy goals in 51黑料不打烊 Workfront Goals.
Convert a result or activity to a goal convert-a-result-or-activity-to-a-goal
You can create a goal by converting the result or the activity of an existing goal to a goal. The new goal becomes aligned to the original goal.
For information about converting results and activities to goals, see Align goals by converting results and activities to goals.