Skip to main content
Use Goals to track objectives for your companies. Each goal has a title, an optional description, a category, status, priority, progress, target dates and any custom fields your MSP has set up.

Before you start

  • Click Goals in the main navigation. The goals you see follow the company selector at the top of the portal.
  • Read access to Goals lets you view goals. Changing, adding or deleting goals needs Manage access to Goals. A Company administrator title does not grant it. Your MSP assigns it.
  • Company users see only goals that are shared with their company. MSP staff can hide a goal from Company users.

What do you want to do?

Find and read goals

Scope, filters, details, progress and CSV export.

Create or update a goal

Fields, custom fields, visibility and saving.

Change several goals

Bulk status, priority, category and delete.

Connect a goal to other work

Create a Planner item or add goals to a meeting agenda.

Troubleshooting

Frequently asked questions

Reading and managing Goals are separate permissions. Ask your MSP to review your role. You cannot change your own permissions.
No. Company users see goals for their own company that are not hidden from them. Organization goals with no company are not shown to them.
No. Add to Planner opens a Planner item for you to review and save. The goal stays as it is.
No. A new goal is saved only when you click Create Goal. Changes to an existing goal are saved when you click Update Goal.