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Use Goals to review objectives for your permitted company scope. Goals have a title, optional description, status, priority, category, progress, and target dates. Your MSP can configure the available choices and custom fields. Company users: read goals shared with your company. Editing requires additional Goals management permission assigned by your MSP. A Company administrator title alone does not grant it. MSP staff: maintain company or organization goals, control Company visibility, and connect goals to planning and meetings when permitted.

Find and read goals

Scope, filters, details, progress, and CSV exports.

Create or update a goal

Fields, custom fields, visibility, and saving.

Change several goals

Bulk status, priority, category, and deletion.

Connect a goal to other work

Prepare a Planner item or add goals to an upcoming meeting.

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Frequently asked questions

Reading and managing Goals are separate permissions. Ask your MSP to review your role; do not change your own permissions.
No. Company readers see permitted company goals that are shared with them. Internal goals and organization goals without a company are not Company-facing.
No. Add to Planner prepares a separate Planner item that must be reviewed and saved. The original goal remains.
The form is a draft until Create Goal succeeds. Editing an existing goal requires Update Goal.