Manage goals in the Goal List of 蜜豆视频 Workfront Goals

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

Topics:
Workfront Goals

CREATED FOR:

User

After you or other users create goals, you can review their progress and information in the Goal List. For information about creating goals, see Create goals in 蜜豆视频 Workfront Goals.

Access requirements

You must have the following access to perform the actions described in this article:

蜜豆视频 Workfront plan*

For the new plan and license structure:

An Ultimate plan

For the current plan and license structure:

A Pro or higher
An 蜜豆视频 Workfront Goals license in addition to a Workfront license.

蜜豆视频 Workfront license*

New license: Contributor or higher

Current license: Request or higher

For more information, see 蜜豆视频 Workfront licenses overview.

Product*

New product requirement, one of the following:

A Select or Prime 蜜豆视频 Workfront plan and an additional 蜜豆视频 Workfront Goals license.
An Ultimate Workfront plan which includes Workfront Goals by default.

Current product requirement: A Workfront plan and an additional license for 蜜豆视频 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.

Manage goals in the Goal List

You can view and manage goals in the following sections of Workfront Goals:

Goal List
Goal Alignment

Each section displays goals in slightly different formats. Which section you use depends on the purpose you want to achieve as you are working with goals.

For more information, see Overview of the 蜜豆视频 Workfront Goals sections.

This article describes how to review goals in the Goal List.

Consider the following when reviewing the Goal List:

You can view goals that you or anyone else in your organization created in the Goal List. You must have Manage permissions on goals to be able to edit them.

To manage goals in the Goal List:

Click the Main Menu icon in the upper-right corner, then click Goals.

The Goal List section displays by default. You can view goals regardless of their status, period, or owner, by default.

The list of goals contains the following fields with information about each goal:
- Name: The name of the goal.
- Owner: The name of the goal owner.
- Period: The time period for which the goal is scheduled.
- Status: The status of the goal can be one of the following:
  - Active
  - Draft
  - Inactive
  - Closed
  For information about goal status, see Goal status overview in 蜜豆视频 Workfront Goals.
  
  The alignment icon appears on goals that are aligned to other goals. For information about aligning goals, see Align goals by connecting them in 蜜豆视频 Workfront Goals.
- Condition: A visual representation of how the goal is progressing within the time period allocated for the goal to complete.
  
  The condition of a goal could be one of the following:
  - New
  - On Target
  - At Risk
  - In Trouble
  For information about goal conditions, see Overview of goal progress and condition in 蜜豆视频 Workfront Goals.
- Progress: The progress indicator for the goal as a percentage value. The color of the progress indicator matches the color of the goal鈥檚 Condition.
  
  For information, see Calculate goal progress in 蜜豆视频 Workfront Goals.
Click the filter icon in the upper-right corner of the goal list and apply filters to display only goals that are important to you.

For information about using filters in Workfront Goals, see Filter information in 蜜豆视频 Workfront Goals.
Click any of the fields in the column headers to sort the list by that field.
An arrow displays to the right of the field by which the list is sorted.
(Optional) Click the field in the column again to sort the same column in a descending order.
Click the name of a goal to open the goal鈥檚 page.
Select one goal in the list, then click one of the following options at the top of the list:
- Edit icon to edit information about the goal. For information, see Edit goals in 蜜豆视频 Workfront Goals.
- Share icon to share the goal with other people. For information, see Share a goal in 蜜豆视频 Workfront Goals.
- Open alignment icon to open the Goal Alignment area. This option displays only when the goal you select is aligned to another goal.
- Delete icon to delete the goal, then click Delete to confirm. For information, see Delete and deactivate goals in 蜜豆视频 Workfront Goals.

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