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The Goals & Objectives module helps organizations define, track, and achieve strategic objectives through structured goal setting and progress monitoring. Track company-wide goals, monitor progress with visual indicators, and integrate goals with your Planner and Meetings. Goals Overview

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Overview

When you navigate to Goals from the sidebar, you’ll see the main Goals & Objectives page which includes:
  • Summary Cards - Quick metrics showing Total Goals, Completed, In Progress, and High Priority counts
  • Search Bar - Filter goals by title or description
  • Filter Button - Open the filter drawer for advanced filtering
  • Add Goal Button - Create new goals
  • Goals Table - View all goals with key information

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Summary Cards

At the top of the page, four summary cards provide at-a-glance metrics:
CardDescription
Total GoalsThe total number of goals across all statuses
CompletedGoals that have been marked as completed
In ProgressGoals currently being worked on
High PriorityGoals flagged as high priority requiring attention

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Creating a Goal

1

Click Add Goal

Click the + Add Goal button in the top right corner of the page. This opens the Create New Goal panel.
2

Select Company

Choose the company this goal belongs to from the dropdown menu.
3

Enter Goal Details

Fill in the required fields:
  • Title - A clear, concise name for the goal
  • Description - Detailed explanation of what the goal aims to achieve
4

Set Category and Status

  • Category - Select from Enterprise, Marketing, Technology, Financial, or Operational
  • Status - Choose Not Started, In Progress, On Hold, At Risk, Completed, or Cancelled
5

Configure Priority and Timeline

  • Priority - Set as High, Medium, Low, or Backlog
  • Due Date - Select the target completion date
  • Quarter - Choose the fiscal quarter (Q1-Q4)
  • Year - Select the target year
6

Set Progress

Use the Progress field to indicate current completion percentage (0-100%).
7

Save the Goal

Click Create Goal to save. The new goal will appear in your goals table.
Create Goal Form
Use the SMART framework when creating goals: Specific, Measurable, Achievable, Relevant, and Time-bound.

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Filtering Goals

Click the Filter button to open the filter drawer and narrow down your goals list. Filter Drawer

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Available Filters

Filter by goal status:
  • Not Started
  • In Progress
  • On Hold
  • At Risk
  • Completed
  • Cancelled
Filter by priority level:
  • High
  • Medium
  • Low
  • Backlog
Filter by goal category:
  • Enterprise
  • Marketing
  • Technology
  • Financial
  • Operational
Filter by specific companies to view their goals.
Click Apply Filters to update the goals table with your selected criteria. Click Reset to clear all filters.

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Goals Table

The goals table displays all your goals with the following columns:
ColumnDescription
TitleGoal name and description excerpt
CompanyThe company the goal belongs to
CategoryGoal category (Enterprise, Marketing, etc.)
StatusCurrent status with color-coded badge
PriorityPriority level indicator
ProgressVisual progress bar showing completion percentage
Due DateTarget completion date
Created DateWhen the goal was created

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Sorting and Selection

  • Click column headers to sort by that field
  • Use checkboxes to select multiple goals for bulk actions
  • Click any row to view or edit goal details

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Managing Goals

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Editing a Goal

  1. Click on any goal row in the table
  2. The goal details panel opens on the right
  3. Make your changes to any field
  4. Click Update Goal to save changes

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Goal Actions Menu

Click the three-dot menu (⋮) on any goal row to access quick actions:
  • Edit - Open the goal for editing
  • Add to Planner - Create a planner task from this goal
  • Add to Meeting - Add this goal as a meeting agenda item
  • Delete - Remove the goal (requires confirmation)

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Bulk Actions

Select multiple goals using the checkboxes, then use the bulk action toolbar to:
  • Delete Selected - Remove multiple goals at once
  • Add to Planner - Create planner tasks for all selected goals
  • Add to Meeting - Add all selected goals to a meeting agenda
Deleting goals is permanent and cannot be undone. Make sure you have selected the correct goals before confirming deletion.

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Integrations

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Planner Integration

Goals can be linked to your Planner for task management:
  1. Select a goal or use the row action menu
  2. Click Add to Planner
  3. The goal will be converted to a planner task with its details

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Meetings Integration

Add goals to meeting agendas for discussion:
  1. Select one or more goals
  2. Click Add to Meeting
  3. Choose the meeting to add the goal(s) to
  4. Goals will appear as agenda items

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Best Practices

  • Set clear, measurable objectives with specific success criteria
  • Assign appropriate priority levels to focus on what matters most
  • Update progress regularly to maintain accurate tracking
  • Use categories to organize goals by business function
  • Set realistic due dates based on available resources
  • Review and adjust goals quarterly
Avoid these common pitfalls:
  • Creating vague goals without measurable outcomes
  • Setting too many high-priority goals (prioritize ruthlessly)
  • Forgetting to update progress as work is completed
  • Not linking goals to actionable planner tasks

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Need Help?

For assistance with the Goals module, contact [email protected].