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Turn goals into Planner work or put them on a meeting agenda. The original goals stay as they are. This guide is for MSP staff and Company users whose role has Manage access to Goals.

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Before you start

  • You need Manage access to Goals.
  • Add to Planner also needs Write or Manage access to Planner. Without it the action is not shown.
  • Goals must belong to one company. A goal with no company (an organization goal) cannot be added to Planner or a meeting.
  • For a meeting, create the meeting in Calendar first.

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Add goals to Planner

1

Choose the goals

For one goal, open its … menu and choose Add to Planner. For several, tick their checkboxes and choose Actions > Add to Planner. All goals must be from the same company.
2

Review the prepared Planner item

The Planner item dialog opens with the company locked to the goals’ company. One goal supplies its title and description. Several goals make one item with a combined description and links to each goal.
3

Check the details

Review the type, status, dates, hours and cost, linked records, custom fields and Company visibility. The due date is the earliest due date among the goals, or today when none has one.
4

Save the Planner item

Use the dialog’s save button and wait for Goals added to planner. Closing the dialog without saving creates nothing.
5

Open it from the goal

Open the goal’s … menu and choose View in Planner.
This creates and links one Planner item. It does not replace the goals or mark them complete.

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See a goal’s linked Planner items and budgets

Under each goal’s title, the Goals table shows what the goal connects to.
  • Planner opens the linked Planner item. With several items it shows a count and opens a list.
  • Budget opens a budget that has a line linked to the goal. With several budgets it shows a count and opens a list.
Links open in a new tab. You see a link only if you can read that area. To link a budget line to a goal, open the budget editor and use the line’s Link to Planner Item or Goal selector. Demo Goals table with Planner links under the titles of linked goals Planner items show the budgets that fund them the same way, on the Planner card and in the item’s relationships.

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Add goals to a meeting

1

Choose the goals

For one goal, open its … menu and choose Add to Meeting. For several, tick their checkboxes and choose Actions > Add to Meeting. All goals must be from the same company.
2

Pick the meeting

The Add to Meeting Agenda dialog lists the items to add. Under Select Meeting, choose an upcoming meeting for that company.
3

Check the agenda

After you choose a meeting, Current Agenda shows what is already on it.
4

Click Add to Agenda

Wait for Added to meeting agenda.
5

Confirm in Calendar

Open the meeting and check the agenda items.
The list shows only meetings that have not started yet. It does not create a meeting. If you see No upcoming meetings found, create the meeting in Calendar first. Adding an agenda item does not send an invitation or change the goal’s progress or status.

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Troubleshooting

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Frequently asked questions

No. They create one Planner item linked to all three goals.
No. It opens a draft. Save the draft to create the item.
No. Split the work by company.
No. These actions need a company.
The list shows upcoming meetings only.
No. Update the goal, the Planner item and the meeting separately.