Share a goal in 蜜豆视频 Workfront Goals
When you share a goal you give Manage permissions to a goal to someone who did not create it.
Access requirements
You must have the follwoing:
*For more information, see Access requirements in Workfront documentation.
Considerations about sharing goals
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Users can have the following permissions to a goal:
table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header Goal permissions Description View Users have permissions to view the goal, but they cannot edit information for the goal, they cannot add or edit information for results, or activities, update status, or delete the goal.
By default, all users with access to Goals can view all goals in the system. Users can copy the goal, if they have Edit access to Goals in their access level.
Manage Users can edit all information for the goal, including for the results, or activities, including delete them.
Only goal creators or users who are specifically given Manage permissions to a goal can manage a goal.
Only users with Manage permissions to a goal can share the goal with others to give them Manage permissions to the goal.
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You can share the following types of goals with others:
- A goal you created
- A goal created by someone else to which you were given permissions to Manage.
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If you have Manage permissions to a goal, you can change the permissions on the goal for the goal creator. By default, they have Manage permissions when they create the goal, but you can change their permissions to View.
Share a goal
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Click the Main Menu icon
The Goal List displays.
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Click the name of a goal in the list. The goal page opens.
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Click the More icon next to the goal name, then click Share.
The Goal Access box displays.
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Do one of the following:
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Select the Manage system-wide setting to give Manage permissions to everyone in the system who has Edit access to Goals in their access level. This is deselected by default for all new goals.
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Start typing the name of a user that you want to give Manage permissions to in the Give Manage access to box. Select the name when it appears in the list.
note tip TIP You can only share a goal with other users. You cannot share goals with groups, teams, or your company.
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Click Share.
The goal is shared with the users you specified. A 鈥淪ystem-wide鈥 label or the name of the users who have Manage permissions to the goal display in the Access to Manage field in the Goal Details panel.
Goal permission options
The following table lists the permissions that you can grant when sharing a goal. For more information about the access users get based on their license, see Grant access to 蜜豆视频 Workfront Goals.
*You must have Edit access to Goals in your access level to be able to convert results and activities to goals.
**You must have access to View Projects and View permission to the projects added or that you want to add to the goal to view them.
For information about project access level, see Grant access to projects.
For information about project permissions, see Share a project in 蜜豆视频 Workfront.