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Add a new goal or change an existing one. This guide is for MSP staff and for Company users whose role has Manage access to Goals.

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Before you start

  • You need Manage access to Goals. With only Read, Add Goal is disabled and the goal dialog has no save button.
  • Hide from company users is shown to MSP staff only.
  • Check the company selector first. In a single-company view the new goal belongs to that company.

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Create a goal

1

Open the form

Open Goals and click Add Goal in the page header. The Create New Goal dialog opens.
2

Choose the company

In Global View or with several companies selected, pick a Company. You can also pick Organization goal (no company) for an internal goal. In a single-company view the form uses the selected company.
3

Describe the objective

Enter a Title (required, up to 255 characters) and an optional Description. Say what result you want and how you will measure it.
4

Choose the owner

Owner defaults to you. Keep yourself, choose another person, or use Clear all to leave the goal Unassigned. You can choose MSP staff and Company users in the goal’s company.
5

Set category, status and priority

Choose a Category, Status and Priority. The choices come from your MSP’s setup. Category can be left as None.
6

Set the dates and progress

Pick a Due Date. Enter Progress (%) from 0 to 100. Optionally choose a Quarter (Q1 to Q4) and a Year (2000 to 2100).
7

Fill in custom fields

Complete any custom fields your MSP added, including required ones. Wait until the form has finished loading.
8

Set visibility (MSP staff)

Tick Hide from company users to keep the goal internal. Leave it clear to let Company users who have access see it.
9

Click Create Goal

Wait for Goal created successfully. The dialog closes and the goal appears in the list.
Create New Goal form with Company, Title, Description, Category, Status, Priority, Due Date, Progress, Quarter and Year Opening the form or typing text saves nothing. Click Cancel to leave without saving.

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Update a goal

1

Open the goal

Click its title, or open the row’s … menu and choose Edit Goal.
2

Change the fields

Edit what you need. Use Owner to reassign the goal, or Clear all to remove the owner. The goal’s creator stays the same. Status and progress are separate fields, so update both when both changed.
3

Check custom fields and visibility

Review any required custom fields. MSP staff can change Hide from company users.
4

Click Update Goal

Wait for Goal updated successfully.
An existing goal has no company selector. You cannot move a goal to another company by editing it.

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If saving fails

If Failed to save goal appears, the form keeps what you typed. Check the title, the number ranges, any required custom fields and the options you chose. If the save button stays disabled, wait for the custom fields to load, or ask your MSP to check your Manage access. The goal and its custom fields are saved together, so do not assume the main fields saved after an error.

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Troubleshooting

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Frequently asked questions

Yes. They are independent. Set both if you want them to agree.
No. They come from your MSP’s setup.
No. Hide from company users only controls whether Company users can see it.
No. The Company form has no visibility control.
No. Quarter, year and due date are separate fields.