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DocumentationWorkfrontWorkfront Guide

Add activities to goals in ÃÛ¶¹ÊÓƵ Workfront Goals

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

CREATED FOR:

  • User

Activities measure the progress of a goal. Without associating results, activities, projects, or aligned goals, you cannot activate a goal and you cannot record progress on it.

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

You must have an existing goal to add activities to it.

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

IMPORTANT
A goal cannot have more than a total of 1000 activities, results, or aligned goals.

For more information about activities, see Get started with results and activities in ÃÛ¶¹ÊÓƵ Workfront Goals.

Add an activity to a goal

  1. Click the Main Menu , then Goals.

  2. From the Goal List, click the name of a goal to open the goal’s page.

  3. Click Progress indicators in the left panel.

  4. From the New progress indicator drop-down menu, click Create activity.

    The New activity box opens.

  5. Enter a name for the activity in the Activity name field. This is a required field.

  6. (Optional) Remove your name from the Activity owner field if you want to assign the activity to another user. By default, you are the owner of an activity you create.

    note note
    NOTE
    You cannot assign a team, group, or the company as an activity owner.

  7. Click Create activity to save it and add it to the selected goal.

    The activity displays in the Progress indicators section of the goal page, under the Activity grouping.

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