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Activate goals in ÃÛ¶¹ÊÓƵ Workfront Goals

Last update: Thu Aug 29 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

When you create a goal, ÃÛ¶¹ÊÓƵ Workfront Goals saves it with a status of Draft. Drafted goals are not part of goal management.

To keep track of how close you are to achieving a goal by updating its progress, you must activate it. This changes its status to Active.

For information about creating a goal, see Create goals in ÃÛ¶¹ÊÓƵ Workfront Goals.

IMPORTANT
You must activate a goal before you can update the progress of its results and activities.

Access requirements

You must have the following:

ÃÛ¶¹ÊÓƵ Workfront plan*

For the new plan and license structure:

  • An Ultimate plan

For the current plan and license structure:

  • A Pro or higher
  • An ÃÛ¶¹ÊÓƵ Workfront Goals license in addition to a Workfront license.
ÃÛ¶¹ÊÓƵ Workfront license*

New license: Contributor or higher

Or

Current license: Request or higher

For more information, see ÃÛ¶¹ÊÓƵ Workfront licenses overview.

Product*

New product requirement, one of the following:

  • A Select or Prime ÃÛ¶¹ÊÓƵ Workfront plan and an additional ÃÛ¶¹ÊÓƵ Workfront Goals license.
  • An Ultimate Workfront plan which includes Workfront Goals by default.

Or

Current product requirement: A Workfront plan and an additional license for ÃÛ¶¹ÊÓƵ 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.

Prerequisites

To activate a goal requires that the goal is associated with a progress indicator like an activity, result, project, or it is aligned to another active goal.

Do at least one of the following to be able to activate a goal:

Activate goals

You can activate goals you created or a goal that you have Manage permissions to.

  1. Go to a goal that you want to activate. The goal page opens.

  2. Click the More menu to the right of the goal name, then click Activate.

    The goal status changes to Active. You can now track progress on the goal and the goal displays in the Check-in section as well as is taken into account in the Graphs sections of Workfront Goals

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