- What is the difference between a task, a goal, and a project?
- What are some examples of typical goals?
- What is the goal detail page?
- Why can't I change the end date of my goal?
- How many goals should I have?
- How do I reassign a goal?
You probably work with tasks, goals, and projects every day.
- A task is something you do.
- A goal is something you want to achieve, a desirable outcome.
- A project or initiative is usually a combination of tasks with an intended goal.
You can find some sample goals by function here.
The goals detail page allows you to see the lifecycle of your goal and perform all the regular goal interactions easily:
- View progress
- Check in
- Edit permissions
- Edit progress settings
- View goal alignment
- Assess the goal
- Leave comments
Contributing goals are confined by the dates of the parent goal. For example, the parent goal has an end date of 9/30/2017. If you try to set the end date for your contributing goal to something past 9/30/2017, you will get a error message that says, "End date must come before parent end date of 9/30/2017."
During a typical period, like a quarter, you should be working to achieve 5-7 goals. Too many goals can detract from overall progress, so focus on what's really important.
You can reassign goals you own, goals that your direct reports own, or that contribute to your goal.
Reassigning your and your direct reports' goals
- Navigate to the goal detail page of the goal you wish to reassign.
- Click the Edit button.
- On the Edit a goal page, click the goal owner's name.
- Search for and select the user you want to reassign the goal to.
- Click Save.
Note: Once you reassign the goal, you won't be able to edit the goal and reassign it unless the new owner reports to you.
Reassigning a metric or milestone goal that contributes to your goal
- On the goal detail page, hover over the profile picture of the contributing milestone goal.
- Click the blue assignment arrow to assign the contributing metric or milestone to another user. This will change the owner of a goal that you don't own, but that contributes to your goal.