Create and manage goals

Open Goals. The Overview tab shows four metrics plus charts for status distribution and average progress per time horizon.

Total goals

All goals in the current organization, including drafts, paused, and completed goals.

Active

Number of goals with Active status. Paused and Draft are shown separately.

Avg. progress

Rounded average of the progress values across all goals. Every goal counts equally, regardless of size or time horizon.

Milestones

Completed versus all milestones in the organization, including milestones with no goal assigned.

The Active Goals list shows up to six active or paused goals, least progress first. It isn't a complete goal list. Open Milestones shows up to seven incomplete milestones, sorted by target date; entries with no date come last. Switch to the matching time horizon, or to Milestones, to see every entry.

First pick the right tab: Long-term for orientation over years, Medium-term for a quarter, or Short-term for a month. These categories don't set an automatic target date.

1. In the time horizon you want, click Add or Add goal.
2. Enter a clear title and add a description if needed.
3. Check the time horizon and status. New goals default to Active.
4. Optionally enter a target date and a manual progress value from 0 to 100 percent.
5. Optionally pick a parent goal.
6. Save and check the new card in the time horizon tab.

Open the matching time horizon and click the pencil icon on the goal card. From here you can change the details and the time horizon. Parent goal establishes a relationship, for example a quarterly goal under an annual goal. The card shows this relationship as Part of. This doesn't roll progress or key results up between the goals.

In the edit dialog, choose Draft for prepared goals, Active for ongoing goals, Paused for a deliberate pause, or Completed for finished goals. Status and progress are independent: 100 percent doesn't automatically complete a goal; Completed doesn't set its progress to 100 percent.

Expand a goal card via Details. Key Results measure outcomes, Milestones mark intermediate steps, and Tasks describe concrete work. All three areas are available in every time horizon.

Goals belong to the current organization and aren't private personal notes. The goals list is organization-wide; there's no individual sharing list in the goal dialog. To remove a goal, use the trash icon on the card and confirm Delete this goal?. This deletes its key results. Assigned tasks, milestones, and child goals are kept under the current database schema and just lose their goal link. This view offers no restore action.